Financial services Administrator apprentice

A Financial Services Administrator provides essential administrative support within our firm, ensuring a high-quality, compliant service for clients and colleagues. 
You will handle various tasks on a day-to-day basis, which include:

Sending out letters Calling providers for updates on cases Scanning documentation onto computer Shredding all paper work that has been scanned Sending birthday cards Dealing with the advisers emails

This role is crucial for the smooth operation of our financial business and often involves direct interaction with clients and other colleagues.

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favorable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Please apply even if you think you don't have the right skillset as we understand you may not have the expertise or knowledge at the moment but we are fully committed to training you as long as you are committed to learning and prove you have the correct work ethic.

Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd. You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise.

Training Outcome:
Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise

Roles we can support you with are:

Senior Administrator Paraplanner Mortgage and Protection Adviser Wealth Adviser

Employer Description:
Financial Adviser Practice at Sheavyn Associates Financial Management Ltd, our aim is to provide exceptional service to both private and corporate clients. We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations. Our clients come from all walks of life and have a wide variety of financial planning needs.

Working Hours :
Monday- Thursday 9.30am - 4.30pm

Skills:
Communication skills,Organisation skills,Initiative