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

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.

• Scanning and filing relevant post
• Franking and preparing post out

• 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

• Requesting and collating plan information
• Assisting in client meeting preparation
• Preparing client letters and illustrations
• Liaising with clients and providers

• Producing and sending portfolio reports to clients
• Preparing review documents for adviser
• Preparing fund performance information

• 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

• Essential – GCSE or equivalent – 5 subjects including Maths and English level 4 or above.
• Desirable – A Levels – 2 subjects C or above or equivalent

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

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