Apprentice Client Services Administrator
To support the Financial Planning Partners with providing back office support where required, whilst working with the administration team. To learn all aspects of the administration work involved in a busy financial services practice.
Role
- The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients
- You will be providing technical and administrative support to the Partner and advisers
- You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
- You will be responsible for business submission using bespoke software. Due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner
- Your role will involve day-to-day use and management of the Practice’s CRM database
- You will need to keep the back office system updated maintaining live files and case notes
- You will be responsible for the preparation of meeting documentation and follow up client meeting notes
- You will be providing additional support for the Partner as and when required
Training
- Financial Services Administrator Level 3 qualification
- Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme
- Includes the CII R01 study e-book and exam entry
- CII and EPA resits are to be covered by the employer
- Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors
- All workshops recorded and available on-demand
- Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
- Exam tips, tricks, and strategies
- Additional resources through RM Advance
- Regular tutorials and assessments from an experienced financial services professional
- Training will continue on the job and the progression would be to a client services administrator to a senior client services role to potentially paraplanning or an advisory role
- Apprenticeship Standard
- Financial services administrator (level 3)
- Training Provider
- SKILLS EDGE TRAINING LTD
- Working Week
- Monday to Friday, 9.00am - 5.00pm, with 1 hour for lunch.
- Expected Duration
- 17 Months
- Positions Available
- 1
- Closing Date
- Friday, 24th May 2024
- Start Date
- Monday, 3rd June 2024
Desired Skills
- Communication skills
- IT skills
- Attention to detail
- Customer care skills
- Administrative skills
- Initiative
Qualifications
- English GCSE or equivalent, grade Grade 4(C) (Essential)
- Maths GCSE or equivalent, grade Grade 4(C) (Essential)
About the Employer
Anglian Wealth Management
Established in 2009, we're a team of expert financial advisors based in Norwich, Norfolk. We pride ourselves on continuously providing personal and bespoke financial planning and advice in: Pre and Post Retirement Planning Building and Preserving Capital Growing Wealth Reducing Inheritance Tax Liabilities Inheritance Tax Planning Pension Investments Providing Financial Protection At Anglian Wealth Management, we're especially proud to offer a personalised service and advice without any confusing financial jargon. As a result, our clients choose to come back to us.
- Company
- Anglian Wealth Management
- Location
- 12-16 Boundary Road, Norwich, England
- Employment Type
- Advanced Apprenticeship
- Salary
- £16,000.00
- Posted
- Company
- Anglian Wealth Management
- Location
- 12-16 Boundary Road, Norwich, England
- Employment Type
- Advanced Apprenticeship
- Salary
- £16,000.00
- Posted