Financial Services Administrator Apprentice

Provide administrative support to the financial advisor and other team members Assist with processing client documentation and maintaining accurate records Handle client queries by phone, email, or in person in a professional manner Ensure compliance with financial regulations and internal policies Support with preparing reports, client reviews, and other documentation Update CRM and database systems with client and transaction information (Full training will be given) Liaise with product providers to obtain policy information or updates Maintain confidentiality and accuracy in all tasks

Training:

You will work towards your:

Financial Services Administrator Level 3  Apprenticeship.
Certificate in Insurance (Cert CII). (if applicable).
Training will be via Davies, virtually. 6 hours per week of off-the-job training.

Training Outcome:

Following this, the career routes could include paraplanning, operations or client facing advice roles.

Employer Description:
Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of everything we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individual

Working Hours :
Monday – Friday, 9am to 5pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience