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Apprentice Financial Services Administrator



10th May 2022

Apprenticeship Summary

To be trained to provide comprehensive, professional administration that allows Kingsfleet Wealth to exceed client expectations and demonstrate full regulatory compliance.

Specific to this role:

To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures
In particular:

  • Send signed Letters of Authority from new clients to providers
  • Collate information received from new clients and give to Financial Adviser
  • Add fact find information to back-office system when the client has agreed to a recommendation
  • Process new business application forms
  • Monitor progress of application; ensure questions are answered
  • For completed transactions update plan details on back-office system
  • For existing clients to update valuations on back-office system in advance of client reviews.
  • To welcome visitors to the business
  • To answer and, where appropriate, deal with enquiries by phone
  • To study and gain qualifications issued through the Chartered Insurance Institute. First in administration and then in Paraplanning and advising

All staff:

  • To live out and communicate effectively the values of Kingsfleet Wealth
  • To comply with the firm’s Health & Safety policy
  • To comply with FCA requirements
  • To maintain complete confidentiality regarding our clients and our processes
  • In agreement with your line manager to undertake other responsibilities as required

Working week
Monday to Friday, 9.00am to 5.00pm, 1 hour lunch.

Total hours per week: 35.00
Expected duration: 18 months
Possible start date: 25 Jul 2022
Apprenticeship level: Advanced Level 3 (A level)
Reference number: VAC001809471

Requirements and prospects:

Desired skills:

  • Good communication skills
  • Professional telephone manner
  • IT literate
  • Personal qualities
  • Friendly
  • Presentable
  • Punctual
  • Hard working
  • Reliable
  • Team player

Desired qualifications:

  • Minimum of 5 GCSE's at grade 4/C, equivalent and above including English and maths.
  • Completion of A-Levels or equivalent level 3 qualifications.

Future prospects
The business is invested in developing their staff and progression would be available for the right candidate.

Things to consider

The business has identified July 2022 as a suitable start date but the business is open and flexible on this.

To find out more information about the role or to apply visit: https://www.findapprenticeship.service.gov.uk/apprenticeship/-702735 

Closing Date

The closing date for this job offer is on 30/06/2022


£262.50 per week


This job is located in Ipswich, Suffolk

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About Kingsfleet Wealth

Our job is to help our clients achieve their financial goals and maintain the life they want.

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