Financial Planning Administrator Apprentice

What will you be doing in the role?

As a Financial Planning Administrator Apprentice, you will join our support team. The role will be to provide administrative support to the Financial Advisers and wider support team to ensure the efficient delivery of all advice.

Key responsibilities include:

Client administration:

• Iris input / record keeping
• Creation of client files (electronic)
• Obtaining information from providers
• Management of letter of authorities to completion
• Liaising with clients and providers

Stationary / post:

• Management of all office stationary needs (incl printer/scanner)
• Creation of new client packs for adviser meetings
• Management of post (delivery/collection/scanning)

New business processing (pre-sale):

• Creation of provider illustrations / applications / fund information etc
• Production of client presentation documents

New business processing (post-sale):

• Processing of online/paper applications
• Monitoring new business pipeline through to completion
• Chasing underwriting for protection cases
• Deal with all provider documentation

Client reviews:

• Produce all pre meeting review documentation
• Process post meeting review meeting documentation
• Production of post review letters
• Monitoring of existing schemes
• Deal with annual renewal documentation / illustrations
• Set up new schemes through to completion

General admin:

• Deal with day-to-day correspondence from providers

The person:

• Strong communication skills – both verbal and written
• Excellent accuracy and attention to detail
• Good numerical skills
• Self-motivated
• Excellent organisational skills with the ability to meet deadlines

Skills and Experience

• At least 5 GCSEs at grade 9 – 4 (or equivalent) which must include English and Maths
• Previous experience of working in a customer focused environment is desirable
• Experience of working with Microsoft Office packages e.g. Word, Excel, Outlook

• Study support for professional qualifications
• 25 days holiday, plus bank holidays (with the ability to purchase up to 5 more)
• Life Assurance 4x salary
• Eye tests
• Social events
• Volunteering opportunities
• Staff discounts on Wills, LPAs and residential mortgages