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- Tasks: Manage daily admin tasks and support financial advisers in a dynamic environment.
- Company: Established Financial Planning Practice with a strong client base in a rural setting.
- Benefits: Starting salary of £21,000 - £25,000, bonus scheme, pension contributions, and 25 days holiday.
- Other info: Join a supportive team and gain valuable experience in a growing industry.
- Why this job: Kickstart your career in Financial Services with opportunities for personal development and flexible working.
- Qualifications: GCSEs in Maths and English; A Levels preferred.
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.
- Handle day to day post routines including:
- Scanning and filing relevant post
- Franking and preparing post out
- 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
- Requesting and collating plan information
- Assisting in client meeting preparation
- Preparing client letters and illustrations
- Liaising with clients and providers
- Producing and sending portfolio reports to clients
- Preparing review documents for adviser
- Preparing fund performance information
- 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
Apprentice Financial Planning Administrator in Aylsham employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Apprentice Financial Planning Administrator in Aylsham
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, attend local events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show genuine interest in their work and be ready to discuss how your skills align with their needs. Practise common interview questions to boost your confidence!
✨Tip Number 3
Don’t just apply through job boards; head over to our website and submit your application there! It shows initiative and gives you a better chance of standing out from the crowd.
✨Tip Number 4
Follow up after interviews with a thank-you email. It’s a simple gesture that keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great way to reiterate your interest!
We think you need these skills to ace Apprentice Financial Planning Administrator in Aylsham
Some tips for your application 🫡
Show Your Interest in Financial Services: Make sure to highlight your keen interest in the Financial Services sector in your application. We want to see your passion for the industry and how you plan to develop yourself through relevant exams.
Tailor Your CV and Cover Letter: Don’t just send a generic CV! Tailor it to match the job description, focusing on your skills like communication, attention to detail, and problem-solving. We love seeing how you can fit into our team!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that make it easy for us to see your qualifications and experiences without wading through fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently, plus you’ll find all the info you need about the role there!
How to prepare for a job interview at Service Service
✨Know Your Financial Basics
Brush up on your financial knowledge before the interview. Understand key concepts in financial planning, investment strategies, and the services offered by the company. This will show your genuine interest in the sector and help you answer questions confidently.
✨Showcase Your Communication Skills
Since communication is crucial in this role, practice articulating your thoughts clearly. Prepare to discuss how you've effectively communicated in past experiences, whether in school projects or part-time jobs. This will demonstrate your ability to handle client queries and liaise with advisers.
✨Demonstrate Attention to Detail
In financial administration, attention to detail is key. Bring examples of how you've successfully managed tasks that required precision, like handling data or preparing documents. This will reassure the interviewer that you can manage the day-to-day administrative requirements effectively.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company's culture, training opportunities, and career progression. This shows your enthusiasm for the role and helps you assess if the company is the right fit for you.