Apprentice Financial Services Administrator

As an Apprentice Financial Services Administrator, you will become an important part of the team at Asset Wealth Advisory, supporting our financial advisers and helping us deliver a high-quality service to our clients.

Your day-to-day role will involve supporting the administration of our clients’ financial arrangements, including pensions, investments and savings. You will work closely with experienced members of the team and develop an understanding of the financial advice process from initial client contact through to implementation and ongoing reviews.

Key responsibilities will include:

Supporting financial advisers with day-to-day client administration Preparing documentation for client meetings and annual reviews

Processing pension and investment applications

Contacting providers to obtain policy and investment information

Preparing and issuing Letters of Authority

Updating and maintaining accurate client records on our systems

Monitoring pension and investment transfers and following up with providers

Helping to ensure client files meet regulatory and compliance requirements

Communicating professionally with clients, providers and other third parties

Assisting with general office administration and diary management

Learning about pensions, investments, taxation and financial planning as your knowledge develops

We are looking for someone who wants more than simply an administrative role.

We are committed to supporting the successful candidate in building a long-term and rewarding career within financial services.  As your knowledge, experience and qualifications develop, there will be opportunities to take on greater responsibility and potentially progress into paraplanning and, in the future, financial advice if this is the career path you wish to pursue.

Training:

Financial Services Administrator (Level 3) 

Training Outcome:

As experience is gained and professional qualifications are achieved, there will be opportunities to progress from a Financial Services Administrator role into a Paraplanner position and, ultimately, to become a qualified Wealth Manager or Financial Adviser for those wishing to pursue this career path.

Employer Description:

Asset Wealth take the time to understand what matters most to their clients so that a financial plan can bring clarity, confidence and peace of mind

Working Hours :
Monday to Friday, 9:00am - 5:00pm, with a one-hour unpaid lunch break each day.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Patience,Professional and friendly,Work independently,Punctual/Reliable,Eager to learn,Ambitious/motivated