Apprentice Financial Planning Administrator - Norwich, United Kingdom - Skills Edge Training

Skills Edge Training

Verified Company

Norwich, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

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Description

As an Apprentice Financial Planning Administrator you will provide exceptional support to our team of Directors, Financial Planners and Assistants, ensuring a fully compliant service and excellent client experience is delivered at all times.

What will the apprentice be doing?
A Day in the Life of Apprentice Financial Planning Administrator

There is no 'typical' day Every day is different, and this is what makes working with us so fulfilling.

Office Administration
Receive incoming telephone calls and mail and handle appropriately, maintain office systems, including data management and electronic filing, make client appointments when required.
Technology and Office Systems
Provide e proficient data solution service, using office systems such as excel, PowerPoint, word, and outlook.

Client Service

Exceptional client service, organised and timely processing of administrative duties, prepare and update portfolios, respond to any client enquiries on administrative questions. Book client reviews and support with delivering the review service.
Business Development support events, office mailings and newsletters. outbound calls to assist with mailings, support Financial Planning Assistants with key referrals, proactive suggestions for improvement, attend client appreciation events
Self-Development complete any training requests, stay informed of system enhancements, keep abreast of compliance and regulatory requirements, maintain own CPD, enhance industry knowledge

What training will the apprentice take and what qualification will the apprentice get at the end?

Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for nonmembers through the CII Aspire Apprenticeship Programme
Includes the CII CF1 study book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the CF1 exam from our CII approved trainer
All workshops recorded and available ondemand
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
R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge.

Things to consider
We are big on charity and volunteering and take our social and environmental responsibilities seriously. We are looking for likeminded team players who want to join our commitment to make a difference.

Annual wage
£17,000

Hourly Wage £8.72

Working week
Monday - Friday - 9.00am - 5.00pm

Total hours per week: 37.5 hours a week

Desired skills and personal qualities

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Team working
Analysis skills
Willing to learn
Confidence
Work well under pressure
Meet Deadlines
Punctual
Smart
Professional

Qualifications

GCSE or equivalent Maths and English (Grade 4/C or above) essential

What is the expected career progression after this apprenticeship?

This apprenticeship can lead to a permanent Financial Planning Assistant role and onto Paraplanning and Financial Planning dependent upon on qualifications and competency gained through our development academy.

Job Types:
Full-time, Apprenticeship

Salary:
£17,000.00 per year

Schedule: