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Financial services administration apprentice

Brighton
Getting In
Administration
Posted: 1 July
Offer description

What do you want to search? Keyword Apprenticeship Type Location
Financial Services Administration Apprentice Apply From: 10/02/2025 Learning Provider Delivered by SIMPLY ACADEMY LTD
Employer Engage Wealth Management
Vacancy Description This apprenticeship is ideal for someone looking to start a career in financial services. You’ll receive structured training, practical learning opportunities, and the chance to work alongside experienced professionals in a collaborative and supportive environment.
Key Duties:
Assisting with the production of accurate client portfolio valuations statements
Preparing new business and managing advisers annual review processes
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Obtaining Anti-Money Laundering Requirements and conducting electronic checks for new and existing clients
Dealing with client queries and telephone calls where appropriate
Providing Adviser with any supporting documents required for client meeting, e.g., provider specific application form, company Fact Find, client agreement, fee agreement, etc.
Adding Fact Find and plan information onto back-office system (Plannr), ensuring plan information is up-to date and any transferred/surrendered plans are marked as such
Obtaining literature and forms from providers and pre-completing basic client details
Answering telephone calls in a polite & professional manner
Greeting clients when required and offering refreshments.
Ensuring advisers book meeting room for client meeting (via Outlook)
Key Details Vacancy Title Financial Services Administration Apprentice
Employer Description Engage Wealth Management is a professional and client-focused financial advice firm based in Brighton & Hove. We specialise in delivering tailored financial planning solutions, helping individuals, families, and businesses achieve their financial goals. Engage offers services, including retirement planning, investment advice, and protection planning, with a strong emphasis on building lasting relationships and providing clear, transparent guidance. Our dedicated team of experts ensures clients receive personalised advice to navigate life’s financial challenges with confidence.
Vacancy Location 26 STROUDLEY ROAD BRIGHTON BN1 4BH
Wage Frequency Custom
Number of Vacancies 1
Vacancy Reference Number 1000302079
Key Dates Apply From 10/02/2025
Closing Date For Applications 2025-02-28 23:59:59
Interview Begin From Possible Start Date 2025-03-01 00:00:00
Training Training to be Provided The Financial Services Administrator Level 3 Apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Learning Provider SIMPLY ACADEMY LTD
Skills Required Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience, Enthusiastic, Punctual
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