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Apprentice Financial Services Administrator
Apply From:
11/05/2025
Learning Provider
Delivered by SKILLS NORTH EAST LIMITED
Employer
NORTHERN SPIRE LIMITED
Vacancy Description
* Provide high-level technical and administrative support to the Adviser/Paraplanner;
* Deal effectively with queries from clients and other parties through effective communication;
* Prepare files including compliance-required documentation, research, illustrations, and supporting documentation;
* Process applications accurately and record the required management information;
* Progress applications with product providers, advisers, clients, and other third parties to ensure timely completion;
* Prepare client review packs;
* Collaborate with colleagues to ensure application and provider forms are prepared as required and clients are kept updated throughout the process;
* Stay up to date with template changes and advice notes.
Key Details
Vacancy Title
Apprentice Financial Services Administrator
Employer Description
Our North East-based practice focuses on providing face-to-face advice and maintaining long-term client relationships. We connect clients who could benefit from working together and host networking events attracting top businesses across various industries. The team offers assistance in creating customized investment strategies to help manage your financial future.
Vacancy Location
4 Defender Court Sunderland SR5 3PE
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000319290
Key Dates
Apply From
11/05/2025
Closing Date For Applications
2025-05-23 23:59:59
Interview Begin From
Possible Start Date
2025-06-02 00:00:00
Training
Training to be Provided
This will be via a blended learning approach (face-to-face and online) with our Training Provider, Skills North East.
Learning Provider
SKILLS NORTH EAST LIMITED
Skills Required
Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem-solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical thinking, Team working, Creativity, Initiative, Non-judgemental attitude, Patience
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