Financial Services Apprentice Administrator

Financial Services Apprentice Administrator

The role offers a long-term platform for development and exposure to a variety of differing roles within the business.

Working within one of the largest and most successful wealth management practices in the East Midlands, you will be given the support and opportunity to progress your career in a structured and rewarding manner using the Cert Cii – L3 Financial Administration Apprenticeship framework.

The Financial Administration L3 CII programme is broken down in to two main sections which are completed over the 18 month duration.

  • The technical CII exams undertaken (CF1 + LP2) to achieve a certificate in financial services
  • Developing the relevant Skills, Knowledge and Behaviours within the industry. The SKB are assessed via an end point assessment in the final 3 months of the programme once all CII exams are passed. This is usually via a short presentation, discussion of a portfolio of evidence built during the apprenticeship or a professional discussion.

Previous experience is not a barrier, we are looking for an outstanding Office Assistant to help with the organisation and running of the daily administrative operations of the company.

The successful candidate will be working with members of our successful team to lend support and gain experience of all aspects of what we accomplish as a business. Even if you have no previous knowledge or understanding of financial services, as long as you have the propensity and desire to learn then this could be the role for you.

The successful candidate will be comfortable working with a high degree of attention to detail and discretion, as well as incorporating new and effective ways to achieve better results. Good listening and communication skills are a must as you will be given responsibility to carry out tasks and duties which are important to the overall success of the business.

Once in the role you will be given the opportunity to develop and grow, training will be provided with the backing of a FTSE 100 company. Full support will be provided for those candidates wishing to study for professional qualifications and begin a long-term, successful career within wealth management.

The main duties will be as follows:-

  • Assist in creating client documentation for our Adviser meetings
  • Meeting confirmation correspondence
  • Liaise with clients to ensure meetings run according to plan
  • Creation of illustrations and information packs
  • Responsible for the monitoring and ordering of supplies and marketing materials
  • Progress client cases with providers and St. James’s Place Admin Centres
  • Create and update records ensuring accuracy and validity of information
  • Maintain accurate records of client contacts using CRM systems
  • Coordinate client gifts and recognition
  • Support members of the team in their day to day responsibilities
  • Perform general office administration duties

Experience and qualities:-

  • Happy, determined, organised and ambitious
  • Excellent attention to detail and accuracy in your work
  • Ability to manage own workload and prioritise tasks
  • Articulate, numerate and able to maintain a high degree of integrity and confidentiality
  • Able to work under pressure to meet specific time deadlines
  • Team player with a can-do attitude towards the daily challenges of a busy practice
  • Computer literate with good knowledge of MS Office

Basic weekly wage ranges from £175 – 210. Monday to Friday, 9am – 5pm.

To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)

To get in touch with us, please contact us via the phone number or email below. One of our representatives will be happy to assist you.

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