Financial Services Administration Apprentice

You will learn the skills required to support the administration of regulated financial advice.

Key Duties and Responsibilities:

Assisting with the preparation of client meeting packs Maintaining and updating client records Downloading and printing applications, factsheets, and supporting materials Liaising with insurers, fund managers, and other professionals as required Preparing and printing mail merges E-filing and saving documents to the cloud Scanning, printing, and filing documents as required Preparing basic letters and correspondence Scheduling client meetings Data entry using internal IT systems Preparing report packs Handling general enquiry calls Monitoring and ordering stationery Assisting Advisers and Administrators with day-to-day tasks

General Responsibilities:

Answering incoming telephone calls in a professional and courteous manner Supporting the business's ongoing growth and administrative requirements Logging all calls and emails in the CRM system in line with compliance requirements Securely shredding confidential information Keeping the office environment tidy and presentable at all times

Training:

Professional qualification:

R01 - Financial Services Regulation and Ethics

This course provides a straightforward introduction to the key principles of investment and financial services regulation. Taught by an experienced industry professional, it covers how financial markets operate, the different types of investment products, and the regulatory framework that supports them. The course is designed to help you apply these concepts effectively.

Training Outcome:

For the right candidate, there is excellent potential for career progression and the opportunity to secure a permanent position. We offer additional training and actively encourage and support self-directed learning. As your career develops, there may be opportunities to progress into roles such as Adviser Support, Senior Adviser Support, Paraplanner, or Financial Adviser. 

Employer Description:

Callaway Sykes Associates Limited are financial advisers who provide discreet, impartial and professional advice, utilising a range of investment, savings, protection, pension, income and retirement solutions for individual and corporate clients.

Working Hours :
Monday to Friday, 09.00 - 17.00.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Patience,Can do attitude,Punctual