Apprentice Financial Planning Administrator

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) or University graduate looking to join the Financial Services sector, you will have a keen interest in joining the Financial Services sector and exhibit a strong 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 Main Responsibilities 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 £21,000 - £25,000 * Bonus scheme * Death in Service * Pension Contributions * 25 days holiday