At a Glance
- Tasks: Support financial advisers and manage client communications in a dynamic office environment.
- Company: Established Financial Planning Practice with a strong client base and supportive culture.
- Benefits: Starting salary of £21,200 - £24,000, bonus scheme, 25 days holiday, and pension contributions.
- Other info: Flexible working arrangements after training and opportunities for personal development.
- Why this job: Kickstart your career in Financial Services while gaining valuable experience and qualifications.
- Qualifications: GCSEs in Maths and English at level 4 or above; A Levels preferred.
The predicted salary is between 21200 - 24000 £ 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) who has a keen interest in joining the Financial Services sector and exhibits a desire to personally develop through relevant exams whilst forging a career in Financial Services.
Working Hours: Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training is completed (up to two days working from home). Total Hours per week: 37.5 hours.
Main Responsibilities:
- Handle 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 client’s 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
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
- Bonus scheme
- Death in Service
- Pension Contributions
- 25 days holiday
Apprentice Financial Planning Administrator in Costessey employer: Service Service Employment Agency Limited
Join a leading Financial Planning Practice that not only values your growth but also offers a supportive work culture in a picturesque rural setting just north of Norwich. With flexible working arrangements post-training, a competitive salary, and a comprehensive benefits package including a bonus scheme and generous holiday allowance, this is an excellent opportunity for recent college leavers eager to embark on a rewarding career in Financial Services.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Apprentice Financial Planning Administrator in Costessey
✨Get Involved with Campus Recruitment Events
Apprenticeships in banking and financial services often come through campus recruitment days. Keep an eye out for events hosted by your university or local banks, as these can be golden opportunities for us to meet recruiters face-to-face and make a great first impression.
✨Engage with Professional Bodies
Join organisations like the Institute of Chartered Accountants or the Chartered Institute of Banking. These memberships can provide valuable resources and networking opportunities, plus, they often have dedicated sections for apprenticeships and early-career roles that can point us in the right direction.
✨Follow the Right Companies on Social Media
Banks and financial services firms love to share their stories on social media! Follow companies like Service Service Employment Agency Limited to keep up with their latest apprenticeship opportunities and insider news. Engaging with their posts could give us an edge when it comes to the application.
✨Utilise Your University’s Career Service
Your university's career service is a treasure trove of information for apprenticeships in banking. They often have connections to employers like Service Service Employment Agency Limited, so don't hesitate to tap into their resources and advice!
We think you need these skills to ace Apprentice Financial Planning Administrator in Costessey
Some tips for your application 🫡
Show Off Your Maths Skills:In the banking and financial services sector, being good with numbers is a must! Make sure to highlight any relevant maths qualifications or experience in your application, as well as any projects or coursework that demonstrate your analytical skills.
Emphasise Your Willingness to Learn:As this is an apprenticeship, companies like Service Service Employment Agency Limited want to see your enthusiasm for the industry and your eagerness to learn. In your cover letter, chat about why you’re interested in banking and any specific areas you’re excited to explore. Show them that you’re ready to soak up knowledge like a sponge!
Highlight Relevant Experience (Even If It's Limited):Whether it's a part-time job, volunteer experience, or even a school project, mention any relevant experience related to banking or finance. This could include customer service roles or any projects where you handled budgeting. We’re all about showing how you can apply your skills, even if they’re from unconventional backgrounds.
Tailor Your CV for Impact:Make sure your CV isn’t just a list of duties. Tailor it to reflect skills that appeal to financial services, like attention to detail and communication skills. Don’t forget to keep it clear and concise, showing how you’re a perfect fit for the apprenticeship at Service Service Employment Agency Limited!
How to prepare for a job interview at Service Service Employment Agency Limited
✨Brush Up on Financial Principles
Since you're diving into the banking and financial sector with an apprenticeship, it’s crucial to familiarise yourself with key concepts like interest rates, investment strategies, and basic financial accounting. Make sure you can share your understanding of these principles during the interview, as they'll likely pop up in practical scenarios.
✨Be Ready for Scenario-Based Questions
In the world of banking, interviewers love to throw real-world scenarios at you. Prepare for questions that ask how you'd handle customer inquiries or solve financial challenges. Practising these types of situational responses can really showcase your problem-solving skills and customer service abilities, both of which are essential in this field.
✨Show Your Eagerness to Learn
As an apprenticeship candidate, what's going to set you apart is your motivation to learn and grow in the role. Be sure to express your excitement about entering the banking world and highlight any steps you've already taken to educate yourself, whether through courses, workshops, or relevant hobbies.
✨Prepare Your Questions About Company Culture
When interviewing with Service Service Employment Agency Limited, don’t shy away from asking about their company culture and training programmes for apprentices. This shows that you're not only focused on the role but also interested in how you'll fit within the team, which is a major factor for your future success in the apprenticeship.
