At a Glance
- Tasks: Support financial planning through administration, client communication, and report preparation.
- Company: Established financial practice in a beautiful rural setting near Norwich.
- Benefits: Starting salary of £21,000-£25,000, bonus scheme, pension contributions, and 25 days holiday.
- Other info: Flexible working arrangements after training and a supportive team environment.
- Why this job: Kickstart your career in Financial Services with hands-on experience and growth opportunities.
- Qualifications: GCSEs in Maths and English; A Levels preferred.
The predicted salary is between 21000 - 25000 £ per year.
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:- 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.
- Day‑to‑day post routines:
- Scanning and filing relevant post
- Franking and preparing post out
- General Office Duties
- 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:
- 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:
- Producing and sending portfolio reports to clients
- Preparing review documents for adviser
- Preparing fund performance information
- Trading and New Business Processing:
- 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
- Essential – GCSE or equivalent – 5 subjects including Maths and English level 4 or above.
- Desirable – A Levels – 2 subjects C or above or equivalent.
- Communication skills
- Attention to detail
- Problem solving skills
- Presentation skills
- Administrative skills
- Analytical skills
- Team working
- Patience
- A starting salary of £21,000 – £25,000
- Bonus scheme
- Death in Service
- Pension contributions
- 25 days holiday
Apprentice Financial Planning Administrator in Aylsham, Norfolk employer: Energy Jobline CVL
Join a well-established Financial Planning Practice in the picturesque setting of Aylsham, Norfolk, where you will be supported in your professional growth through relevant exams and training. With a strong emphasis on employee development, flexible working arrangements, and a comprehensive benefits package including a competitive salary, bonus scheme, and generous holiday allowance, this is an excellent opportunity for recent graduates to kickstart their career in the Financial Services sector while enjoying a collaborative and supportive work culture.
StudySmarter Expert Advice🤫
We think this is how you could land Apprentice Financial Planning Administrator in Aylsham, Norfolk
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by researching common questions in the financial planning field. Practice your answers with a friend or in front of the mirror. Confidence is key, and knowing your stuff will help you shine!
✨Tip Number 3
Show off your enthusiasm! When you get the chance to speak with potential employers, let them know how excited you are about starting your career in financial services. Your passion can be just as important as your qualifications.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Apprentice Financial Planning Administrator in Aylsham, Norfolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Apprentice Financial Planning Administrator. Highlight any relevant experience or skills that match the job description, like communication and administrative skills. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your keen interest in the Financial Services sector and your desire for personal development. Let us know why you're excited about this opportunity and how you can contribute to our practice.
Showcase Your Attention to Detail:In financial planning, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and accurately, so double-check everything before hitting send!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application directly and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Energy Jobline CVL
✨Know Your Financial Basics
Brush up on your financial knowledge before the interview. Understand basic concepts like investments, pensions, and financial planning. This will show your genuine interest in the sector and help you answer questions confidently.
✨Showcase Your Communication Skills
Since this role involves dealing with clients and supporting advisers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past experiences, whether in school projects or part-time jobs.
✨Demonstrate Attention to Detail
In financial services, accuracy is key. Bring examples of how you've paid attention to detail in your previous work or studies. You might even want to mention any relevant coursework that required precision, like maths or data analysis.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company and the role. This shows you're engaged and eager to learn. You could ask about the training process for R0 exams or how the team collaborates on client projects.
