Apprentice Financial Services Administrator

As you work through the course you will develop a broad
knowledge of financial products with on-the-job training,
working closely with our Planners, assisting them with new
business, client contact, research and much more.

You will also work closely with our Estate Planning department,
assisting with administration and client contact, with the
opportunity to learn about Wills, LPAs and Trusts.

Some of what you will do with us:

Assist with Research for pensions, investment and protection business Assist with New Business for investments, pensions and protection policies Laise with Providers for full data gather Provide assistance to our Planners Assist with annual reviews Assist with Estate Planning on Wills, LPAs and Trusts documents administration General Administration duties as part of the team

Training:

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation
SKILLS EDGE TRAINING LTD

Your training course
Financial services administrator

Equal to Level 3 (A level)

Your training plan
Training is completed online based at the employer's address.

Training Outcome:

Many opportunities can arise dependent on the way you wish to
advance in your career – Paraplanner, Estate Planning, Life
Planner even Financial Advisor!

Employer Description:

We are three separate businesses under Suitable Life:
Suitable Money Advice - Financial Advisors
Suitable FinLife - Financial and Life Planners
Suitable Legacy - Estate Planners 

Working Hours :
Monday to Friday. 9am - 5pm 1 hour lunch break

Skills:
Communication skills,IT skills,Organisation skills,Administrative skills,Team working,Initiative