Apprentice Client Services Administrator

Anglian Wealth Management

Norwich, NR6 5HT

Closes in 6 days (Friday 20 September at 11:59pm)

Posted on 20 August 2024

Print

Contents

Summary

To support the Financial Planning Partners by providing back office support where required, whilst working with the administration team. To learn all aspects of the administrative work involved in a busy financial services practice.

Annual wage
£16,000 a year

Minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9.00am - 5.00pm, with 1 hour for lunch.

35 hours a week

Possible start date

Monday 7 October

Duration

1 Year 5 Months

Positions available

1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

  • The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients
  • You will be providing technical and administrative support to the Partner and advisers
  • You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
  • You will be responsible for business submission using bespoke software. Due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner
  • Your role will involve day-to-day use and management of the Practice’s CRM database
  • You will need to keep the back office system updated maintaining live files and case notes
  • You will be responsible for the preparation of meeting documentation and follow up client meeting notes
  • You will be providing additional support for the Partner as and when required

Where you’ll work

12-16 Boundary Road

Norwich

NR6 5HT

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents
  • Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
  • Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
  • Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
  • Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

    • Your training plan

    • Financial Services Administrator Level 3 qualification
    • Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics
    • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
    • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
    • Includes the CII R01 study e-book and exam entry
    • CII and EPA resits are to be covered by the employer
    • Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors
    • All workshops recorded and available on-demand
    • Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
    • Exam tips, tricks, and strategies
    • Additional resources through RM Advance
    • Regular tutorials and assessments from an experienced financial services professional

    Requirements

    Essential qualifications

    GCSE or equivalent in:

    • English (grade Grade 4(C))
    • Maths (grade Grade 4(C))

    Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

    Skills

    • Communication skills
    • IT skills
    • Attention to detail
    • Customer care skills
    • Administrative skills
    • Initiative

    About this company

    Established in 2009, we're a team of expert financial advisors based in Norwich, Norfolk. We pride ourselves on continuously providing personal and bespoke financial planning and advice in: Pre and Post Retirement Planning Building and Preserving Capital Growing Wealth Reducing Inheritance Tax Liabilities Inheritance Tax Planning Pension Investments Providing Financial Protection At Anglian Wealth Management, we're especially proud to offer a personalised service and advice without any confusing financial jargon. As a result, our clients choose to come back to us.

    https://www.anglianwealthmanagement.co.uk/ (opens in new tab)

    After this apprenticeship

    • Training will continue on the job and the progression would be to a client services administrator to a senior client services role to potentially paraplanning or an advisory role

    Ask a question

    The contact for this apprenticeship is:

    SKILLS EDGE TRAINING LTD

    Calvin Goodson

    calvin.goodson@skillsedge.co.uk

    01603 577962

    The reference code for this apprenticeship is VAC1000272148.

    Apply now

    Closes in 6 days (Friday 20 September at 11:59pm)

    When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.