Financial Administrator Apprenticeship

We’re excited to be working with Affinity Financial Planning to recruit a Financial Administrator Apprentice to join their office team!

To provide financial administrative support to the Practice (Affinity Wealth) and the Practice Principal to ensure the efficient processing of business, effective management of day-to-day tasks and that our clients receive the expected high level of service when contacting the practice.

This Financial Administrator apprenticeship provides transferable skills including administration, communication, IT and customer service, which can be utilised across a broad spectrum of future roles.

• Answer incoming calls, responding to client queries or where
• appropriate.
• Learn how to use the telephone system – taking messages,
• ensuring all details are correct.
• Manage the reception desk and initial client contact, with politeness
• and efficiency.
• Support in managing the Principal’s diary; booking in all relevant
• commitments, using an electronic diary.
• Support managing the Principal's ‘To do’ system, daily/weekly.
• To manage the general practice post, answering client mail or distributing as appropriate, and reviewing incoming post.
• Contact clients prior to adviser meetings to confirm appointments
• and obtain up-to-date information in line with practice processes and adviser requirements.
• Prepare documentation for initial meetings with prospective clients
• using a checklist to practice standards.
• Ensure all records of clients’ personal details, plans and contact
• history.
• Obtain quotations, illustrations and supporting documentation in
• preparation for client meetings.
• Obtain valuations and information on clients' existing policies
• and
• clients on Friday.
• Prepare provider responses for entry onto ACP system.
• Manage responses from the ACP system in liaison with the practice
• When trained, prepare Illustrations for critical illness, disability and
• life insurance needs.
• Prepare proposals for the solution that the planner has selected for
• the client, including approved product illustrations and literature and
• establish details on the chosen investment platform where
• applicable.
• To administer the submission of applications to platform/product
• providers and monitor relevant systems to ensure accuracy and/or
• acceptance
• Produce Client Suitability Reports for personalising and sign-off by the Practice Principal – Adviser, office manager.
• Manage the internal processing system to ensure the delivery of
• ongoing service requirements, maintaining accurate CRM records.
• To manage ad hoc client administration including elements such as
• withdrawals, changes of address, requests for documentation etc.
• Provide ad hoc research and administrative support to the team as and when required.
• Assist in the management of client relationships.

• Have achieved Maths and English to Grade
• 4 or above
• An interest in administration and the role of an administrator
• Interested in building strong client relationships
• Willing to understand and to try to identify issues and resolve
• disputes, and the ability to understand and learn to manage client
• Good organisational skills
• Team player
• Ability to deliver to tight deadlines
• Strong work ethic
• Keen to learn and offer input where necessary
• An interest of the Financial Services market and an understanding
• of the role of a financial advisor
• Compliance - understand and adhere to the practice and
• Openwork’s systems and regulatory requirements and, where
• appropriate, comply with all relevant regulatory policies. This
• includes completion of any mandatory training requirements.
• IT literate, including the ability to use some or all of the following and
• be willing to learn:
• Outlook
• Word
• Po
• werpoint
• Excel
• Da…