At a Glance
- Tasks: Support financial planning through administration and client communication.
- Company: Established financial practice in a beautiful rural setting near Norwich.
- Benefits: Starting salary of £21,200 - £24,000, bonus scheme, and 25 days holiday.
- Other info: Great opportunity for personal development and teamwork in a supportive environment.
- Why this job: Kickstart your career in Financial Services with training and flexible working options.
- Qualifications: GCSEs in Maths and English, 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 are 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 are 37.5 hours.
Summary of RoleYou 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 advisers' 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 clients' 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.
Desired skills and personal qualities- Communication skills
- Attention to detail
- Problem solving skills
- Presentation skills
- Administrative skills
- Analytical skills
- Team working
- Patience
A starting salary of £21,200 - £24,000 NEG, Bonus scheme, Death in Service, Pension Contributions, 25 days holiday.
Apprentice Financial Planning Administrator. Job in Aylsham Education & Training Jobs employer: Service Service
Join a well-established Financial Planning Practice in the picturesque rural setting of Aylsham, just north of Norwich, where you will be supported in your professional growth through relevant exams and flexible working arrangements. With a strong client base and a commitment to impartial financial advice, this company fosters a collaborative work culture that values attention to detail and personal development, making it an excellent choice for recent college leavers eager to embark on a rewarding career in Financial Services.
StudySmarter Expert Advice🤫
We think this is how you could land Apprentice Financial Planning Administrator. Job in Aylsham Education & Training Jobs
✨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 insights that job descriptions just can't.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend or family member to build your confidence and refine your answers.
✨Tip Number 3
Show your enthusiasm for the role! When you get the chance to speak with potential employers, let them know why you're passionate about financial services and how you see yourself growing in the industry.
✨Tip Number 4
Don't forget to apply through our website! It’s super easy and gives you a better chance of being noticed. Plus, we love seeing fresh talent eager to join our team!
We think you need these skills to ace Apprentice Financial Planning Administrator. Job in Aylsham Education & Training Jobs
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. We love seeing how your skills and experiences align with what we’re looking for, so make it personal and relevant.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon and focus on what makes you a great fit for the role.
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 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. You might want to prepare a few 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 crucial. During the interview, highlight instances where your attention to detail made a difference. You could mention any relevant coursework or projects where precision was key.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and the role. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career goals. Consider asking about their training programmes or opportunities for professional development.
