Apprentice Financial Planning Administrator

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.

My client is looking for a recent college leaver (A Level and above) or University graduate looking to join the Financial Services sector, you will have a keen interest in joining the Financial Services sector and exhibit a strong desire to personally develop yourself through relevant (R0) exams whilst forging out a career in Financial Services.

Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).

Total Hours per week - 37.5 hours

Main Responsibilities

Summary of Role

You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.

Handle day to day post routines including: -

Scanning and filing relevant post

Franking and preparing post out

General Office Duties including: -

Answering calls and taking messages

Dealing with client queries

Updating ‘task’ management system

Updating my clients back-office system

Welcoming visitors, making refreshments

Managing adviser’s appointments

Adviser Support including: -

Requesting and collating plan information

Assisting in client meeting preparation

Preparing client letters and illustrations

Liaising with clients and providers

Ongoing Client Reporting and Review Documentation including: -

Producing and sending portfolio reports to clients

Preparing review documents for adviser

Preparing fund performance information

Trading and New Business Processing including: -

• On-line submission of pension and investment applications
• Buying and selling trades on Investment Platforms
• Submitting client’s income requirements
• Fund switch trading on investment platforms
• Checking completion of all trades
• Medical underwriting applications with clients for life cover

Qualification Requirement

Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.

Desirable – A Levels - 2 subjects C or above or equivalent

Desired skills and personal qualities

• Communication skills
• Attention to detail
• Problem solving skills
• Presentation skills
• Administrative skills
• Analytical skills
• Team working
• Patience

Benefits Package:-

• A starting salary of £21,000 - £25,000
• Bonus scheme
• Death in Service
• Pension Contributions
• 25 days holiday