Financial Support Administrator Apprentice

Financial Support Administrator Apprentice

Apply From: 07/02/2025

Learning Provider

Delivered by SIMPLY ACADEMY LTD

Employer

Robur Wealth Management

Vacancy Description

This role will challenge you to bring out your very best attributes. Integrity and trust are paramount and we would expect you to bring energy and a passion to learn. You will be trained and involved in all aspects of the business to grow and develop into a career within our Financial Services Practice. We will provide ongoing training and will support you in your journey through the apprenticeship scheme. You will need to have initiative to work on your own as well as part of a team, and have a can-do attitude to complete tasks and your workload.

Key Duties and Responsibilities:

• Binding, scanning, printing and filing duties, as required
• Basic letters and correspondence
• Scheduling client meetings
• Data entry using Excel and St. James’s Place internal IT systems
• Client birthday and Christmas cards
• Preparing report packs
• Head Office follow up / general enquiry calls / chasing & following up with external providers
• Assisting with the preparation of client meeting packs
• Maintaining and updating client records
• Preparing and printing mail merges
• Attending internal/external training courses and events where required, which may require some travel
• Sending confidential documents to clients via Qwil
• Sending out Letters of Authority and chasing providers
• Posting articles on LinkedIn pages
• Reporting to the Practice Manager and working as part of a team.
• Supporting the Practice’s ongoing expansion and administrative demands
• Answering incoming telephone calls in a professional and polite manner
• Keeping the office area tidy and presentable at all times
• Using the internal intranet system
• Logging all calls and emails on CRM system in line with compliance regulations

Key Details

Vacancy Title

Financial Support Administrator Apprentice

Employer Description

At Robur Wealth Management, our focus is on maintaining long-term trusted relationships with clients, showing distinct quality, integrity, and excellence, which in turn gives clients financial peace of mind. We provide advice to individuals and businesses. Our advice is tailored and our clients are varied.

Vacancy Location

ROOM 2 THE CHESTNUTS TAKELEY CM22 6QJ

Wage Frequency

Custom

Number of Vacancies

1

Vacancy Reference Number

1000299823

Key Dates

Apply From

07/02/2025

Closing Date For Applications

2025-02-28 23:59:59

Interview Begin From

Possible Start Date

2025-03-03 00:00:00

Training

Training to be Provided

Level 3 Financial Services Administrator apprenticeship standard.

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.

As an entry-level role, this apprenticeship provides the foundation knowledge, skills, and experience for progression along a number of career paths.

Key Learning Outcomes:

• A broad understanding of the financial services sector
• An understanding of the role of the appropriate regulatory bodies
• The importance of relationship building with clients and colleagues
• Understanding of processes and procedures relevant to the role
• How to develop commercial awareness
• Building skills and capabilities within an organisation

Professional qualifications:

• RO1 – awarded by The Chartered Insurance Institute (CII)
• Completion of RO1 will provide a solid foundation for the learner and can lead on to progression to study in other areas

To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

Learning Provider

SIMPLY ACADEMY LTD

Skills Required

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem-solving skills, Administrative skills, Number skills, Logical, Team working, Creative, Initiative, Non-judgmental, Patience, Punctuality, Integrity & Trustworthy

Apply Now

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