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Job Advert - Apprentice Financial Services Administrator

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About

Applications for this role are now closed.

28th June 2022

Apprenticeship summary
Annual wage
£15,000.00 - £16,000.00
Working week
Monday to Friday, 9:00am to 5:00pm, with a 1-hour lunch break.

Total hours per week: 35.00
Expected duration
18 months
Possible start date
25 Jul 2022
Date posted
4 days ago
 
Apprenticeship level
Advanced
Level 3 (A level)
Reference number
VAC001849111
Positions
1 available
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 effectively communicate 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

Requirements and prospects
Desired skills
Good communication skills
IT literate
Personal qualities
Friendly
Presentable
Punctual
Hard working
Reliable
Team player
Professional telephone manner
Desired qualifications
Minimum of 5 GCSEs at grades C/4 or above (or equivalent) including English and maths.

Completion of A-Levels or equivalent level 3 qualification.

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 31/07/2022

Salary

£15,000-£16,000

Location

This job is located in Ipswich, Suffolk

More Information and How to Apply

More Info Apply Now

About Kingsfleet Wealth

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

Read More

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