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- Tasks: Support our Financial Planning team with client records and administrative tasks.
- Company: Join Redmayne Bentley, a leading independent investment management firm.
- Benefits: Enjoy competitive salary, flexible working, and comprehensive employee benefits.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: GCSEs in English and Maths required; A-Levels preferred.
- Other info: Gain industry qualifications and progress within a supportive, inclusive environment.
The predicted salary is between 800 - 1160 £ per month.
This exciting opportunity within our Financial Planning team offers a chance to be directly involved in helping us deliver our award-winning client-centred service. You would be providing valuable administrative support to our Paraplanners and Financial Planners, ensuring that they have accurate and thorough client records as well as the timely information they need for any client meetings. This will involve checking client records on multiple bespoke systems as well as preparing and distributing reports and client documentation. You will also support the team to onboard new clients and handle any incoming communications from various stakeholders. Once you have settled in and completed the required training, you will take on more client-facing duties, handling a wider variety of queries and requests for information.
What we’re looking for
- Qualifications & Experience
- Essential: English and Maths GCSE (or equivalent) at grades 4/C or above
- Desirable: A-Levels or equivalent qualifications in relevant subjects (e.g. Business, Economics). Any prior office or administrative experience.
- Essential: Confident user of Microsoft Office Applications (particularly Word, Excel and Outlook)
- Excellent time management and organisational skills.
- Proactive willingness to learn new processes and systems.
- Full commitment to keeping on top of workload and studies.
- Self-starter who is comfortable working independently and as part of a team.
- Strong attention to detail and proven accuracy skills.
What does the future look like?
Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex client queries and administrative tasks. Redmayne Bentley provides support for colleagues to achieve industry standard Investments and Financial Planning qualifications, if that is something they wish to do. During your apprenticeship you would be provided with a wide understanding of our industry, FCA regulations and how our firm operates, setting you up to progress towards formal qualifications in the future. Whilst we do not guarantee a permanent role at the end of any apprenticeship, Redmayne Bentley has a long history of colleagues who have started with us as apprentices and moved on to many successful roles and careers within the firm.
Who we are
At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients' wealth. It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities. As one of the UK's largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector. Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework. Our future looks more exciting than ever, come and share it with us.
Our Values
- Excellence
- Respect
- Responsibility
- Teamwork
- Integrity
Our Benefits
We are always continuing to improve our employee benefits to support our employees' lifestyles, provide more flexibility and to reward and recognise excellence.
- Pension Scheme
- Private Medical Insurance
- Employee Assistance Programme
- Travel Loans and Cycle to Work
- Reward and Recognition Schemes
- Hybrid Working
- Group Life Assurance
- Generous Family Leave Entitlements
Are you interested in this role?
Yes? That’s great! Find out more about our application process below and what to expect after applying. Applying is easy. All you need to do is enter your email address and click the 'Apply Now' button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV. We review applications regularly; we do not wait for the closing date when we see a great candidate. We will be in touch via email or telephone confirming the next steps. In the meantime, find out more about us and our teams using the headers at the top or following us on social media. If you are successful in being shortlisted, we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.
Apprentice Financial Planning Administrator in Leeds employer: Redmayne Bentley
Contact Detail:
Redmayne Bentley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Apprentice Financial Planning Administrator in Leeds
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Redmayne Bentley. Understand our values and what we stand for. This will help you connect with us during the interview and show that you're genuinely interested in being part of our team.
✨Tip Number 2
Practice makes perfect! Prepare for common interview questions related to financial planning and administration. Think about how your skills align with the role and be ready to share examples from your past experiences, even if they’re from school or other jobs.
✨Tip Number 3
Dress to impress! Even though we value a friendly and inclusive environment, making a good first impression is key. Wear something smart and professional to show that you take the opportunity seriously.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your appreciation for the opportunity and keeps you fresh in our minds as we make our decision.
We think you need these skills to ace Apprentice Financial Planning Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Apprentice Financial Planning Administrator role. Highlight any relevant skills, like your proficiency in Microsoft Office and any previous administrative experience. 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 enthusiasm for the role and how your values align with ours at Redmayne Bentley. Let us know why you’re excited about joining our Financial Planning team.
Show Off Your Attention to Detail: Since this role involves managing client records and preparing reports, it’s crucial to demonstrate your attention to detail. Double-check your application for any typos or errors before hitting submit. We appreciate accuracy!
Apply Through Our Website: We encourage you to apply directly through our website. It’s super easy! Just enter your email, click 'Apply Now', and submit your details. This way, we can get back to you quickly if we think you’d be a great fit!
How to prepare for a job interview at Redmayne Bentley
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the role of a Financial Planning Administrator. Brush up on key terms and concepts, as well as the specific responsibilities mentioned in the job description. This will show your enthusiasm and readiness to dive into the role.
✨Show Off Your Skills
Since this role requires strong organisational skills and proficiency in Microsoft Office, be prepared to discuss your experience with these tools. Bring examples of how you've used Excel for data management or Word for report writing in previous roles or projects. This will help us see how you can contribute from day one.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, training opportunities, and what success looks like in this role. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
✨Be Yourself
We value authenticity, so don’t be afraid to let your personality shine through. Share your passion for learning and your proactive approach to challenges. Remember, we’re looking for someone who fits well with our team and shares our core values of excellence, respect, and teamwork.
