Apprentice Financial Adviser Administrator

Summary

An exciting new opportunity has arisen for an Apprentice Administrator to join a busy team within Seeker Financial Planning Ltd who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc.

Annual wage

£15,000 a year

Minimum wage rates (opens in new tab)

• Salary from £15,000 – £20,000 depending on experience. • After 12 months you will be eligible to move to our full pay scales (on or above £23,500)

Training course

Financial services administrator (level 3)

Hours

Monday – Friday 9am to 5.30pm Every other Saturday – 9am to 1pm (equivalent 39.5 hr week)

39 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

An exciting new opportunity has arisen for an Apprentice Administrator to join a busy team within Seeker Financial Planning Ltd who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc.

The practice has been born out of its sister company – Mortgage Advice Bureau (and still shares office with MAB). MAB found after 25 years of helping 1000’s of customers with their mortgages they also needed help with their pensions and investments too, and therefore we created Seeker Financial Planning so we could fully cover all our customers financial needs. We can see huge potential growth for the business and for our early employees who join us on this journey. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

You will provide efficient administrative support to the Advisers within the practice in respect of the business generated and the servicing of existing clients.
You will produce all the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards.
You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.

Where you’ll work

Samson & Hercules House

15 Tombland

Norwich

NR3 1HF

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

Training is completed online based at the employers address.

More training information

Financial Services Administrator Level 3 Apprenticeship Standard
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 in:

English (grade 4)
Maths (grade 4)

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
Organisation skills
Customer care skills
Administrative skills
Analytical skills
Team working
Initiative

About this company

Seeker Financial Planning is part of St. James’s Place Wealth Management plc (SJP) which is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James’s Place Wealth Management has funds under management in excess of £150bn

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

After this apprenticeship

It is intended that - providing you successfully complete your apprenticeship - you will become a permanent member of staff and will have progression opportunties to further develop in the business.

Ask a question

The contact for this apprenticeship is: