Home Explore Apprentice Financial Services Administrator : ANGLIAN WEALTH MANAGEMENT LIMITED

Apprentice Financial Services Administrator : ANGLIAN WEALTH MANAGEMENT LIMITED



Applications for this role are now closed.

10th May 2021

Training provider
Skills Edge

About the employer
Anglian Wealth Management is a member of the successful St. James's Place Partnership, the sole advisory channel for the St. James's Place Wealth Management Group. With advice guaranteed and the ‘Best of Breed’ approach to both products and services, I can ensure that a high standard of advice is consistently provided to clients across Norwich, Norfolk and East Anglia.


Working week
Monday to Friday, 9.00am - 5.00pm with 1 - hour lunch. Total hours per week: 35.00
Expected duration
18 months
Possible start date
07 Jun 2021

Desired qualifications
Minimum of 5 GCSE's 4/C, equivalent and above including English and maths.


You will be working as part of the customer service team, this is a small team at Anglian Wealth Management, which means that you will make a difference when working with us. There is a strong team ethic, and everyone works together to look after our clients.

Working as part of a team to support the Financial Planning Partners with providing back office support where required.

Key duties and responsibilities include

  • Contacting clients
  • Diary management
  • Liaising with prospective clients
  • To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures
  • Dealing with incoming calls in a professional manner
  • Accurately recording client data and updating records following meetings
  • Diary and task management using CRM systems

Closing Date

The closing date for this job offer is on 23/05/2021


£192.50 p/w


This job is located in Norwich

More Information and How to Apply

More Info Apply Now

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Specialising in professional apprenticeships; Skills Edge provides high quality, career-focused training opportunities for individuals, professionals and employers. From apprenticeships to traineeships to stand alone qualifications, our range of accredited and...

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