Hiring Now: Apprentice Financial Planning Administrator Near You – Apply Today!

Your Next Apprentice Financial Planning Administrator Job Starts Here – Apply Now!

Apprentice Financial Planning Administrator

Job Posted: 9 days ago

Salary: £ 21,200 - 24,000 / Annum
Job Type: Permanent
Location: Aylsham, Norfolk

Expire in: 19 days

Job Description

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.
My client is looking for a recent college leaver (A Level and above) looking to join the Financial Services sector, you will have a keen interest in joining the Financial Services sector and exhibit a desire to personally develop yourself through relevant (R0) exams whilst forging out a career in Financial Services.
Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).
Total Hours per week - 37.5 hours
Summary of Role
You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.
Handle day to day post routines including: -
Scanning and filing relevant post
Franking and preparing post out
General Office Duties including: -
Answering calls and taking messages
Dealing with client queries
Updating ‘task’ management system
Updating my clients back-office system
Welcoming visitors, making refreshments
Managing adviser’s appointments
Adviser Support including: -
Requesting and collating plan information
Assisting in client meeting preparation
Preparing client letters and illustrations
Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including: -
Producing and sending portfolio reports to clients
Preparing review documents for adviser
Preparing fund performance information
Trading and New Business Processing including: -
On-line submission of pension and investment applications
Buying and selling trades on Investment Platforms
Submitting client’s income requirements
Fund switch trading on investment platforms
Checking completion of all trades
Medical underwriting applications with clients for life cover
Qualification Requirement -
Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
Desirable – A Levels - 2 subjects C or above or equivalent
Desired skills and personal qualities
Communication skills
Attention to detail
Problem solving skills
Presentation skills
Administrative skills
Analytical skills
Team working
Patience
Benefits Package:-
A starting salary of £21,200 - £24,000 NEG
Bonus scheme
Death in Service
Pension Contributions
25 days holiday

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Apprentice Financial Planning Administrator job near me in Aylsham, Norfolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!