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Financial Services Administrator Assistant Apprentice
* Scanning, printing and filing duties, as required
* Basic letters and correspondence
* Data entry using Excel and internal IT systems
* General enquiry calls
* Stationery monitoring / ordering
* Assisting with the preparation of client meeting packs
* Maintaining and updating client records
* Downloading / printing factsheets
* Preparing and printing mail merges
* E-filing and saving documents onto the cloud
* Assisting the Business Processing Administrator with sending out LOAs and chasing providers
General:
* Supporting the Practice’s ongoing expansion and administrative demands
* Answering incoming telephone calls in a professional and polite manner
* Shredding of all confidential information
* Keeping the office area tidy and presentable at all times
* Logging all calls and emails on CRM system in line with compliance regulations
Vacancy Title
Financial Services Administrator Assistant Apprentice
Application Dates
Apply From: 15/06/2025
Learning Provider
Delivered by SIMPLY ACADEMY LTD
Employer
STERLING FINANCIAL SERVICES LIMITED
Vacancy Description
Key Duties and Responsibilities:
* Scanning, printing and filing duties, as required
* Basic letters and correspondence
* Scheduling client meetings
* Data entry using Excel and internal IT systems
* Preparing report packs
* General enquiry calls
* Stationery monitoring / ordering
* Assisting with the preparation of client meeting packs
* Maintaining and updating client records
* Downloading / printing factsheets
* Preparing and printing mail merges
* E-filing and saving documents onto the cloud
* Assisting the Business Processing Administrator with sending out LOAs and chasing providers
General:
* Supporting the Practice’s ongoing expansion and administrative demands
* Answering incoming telephone calls in a professional and polite manner
* Shredding of all confidential information
* Keeping the office area tidy and presentable at all times
* Team working
* Logging all calls and emails on CRM system in line with compliance regulations
Key Details
Vacancy Title
Financial Services Administrator Assistant Apprentice
Employer Description
Sterling, established in August 2000, has grown substantially over the years. However, we have always aimed to retain the feel of a smaller company. We offer a range of financial services, but typically provide ongoing support to those with investable assets above £500,000. Our priority is to help clients make the most of their wealth through sensible investment and tax planning recommendations, all based on their individual circumstances and objectives.
Vacancy Location
9 CLARENDON STREET NOTTINGHAM NG1 5HR
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000296658
Key Dates
Apply From: 15/06/2025
Closing Date For Applications: 14/02/2025 23:59:59
Possible Start Date: 10/03/2025
Training
Level 3 Financial Services Administrator apprenticeship standard.
The apprenticeship provides foundational knowledge, skills, and experience for entry-level roles in the financial sector, with opportunities for progression.
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 thinking, Team working, Creativity, Initiative, Non-judgemental attitude, Patience, Enthusiasm, Punctuality
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