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Apply to: Financial Services Administrator Apprentice
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Financial Services Administrator Apprentice
, Apply From: 29/06/2025
Learning Provider
Delivered by DAVIES LEARNING SOLUTIONS LIMITED
Employer
Shenley Private Wealth
Vacancy Description
* Provide administrative support to the financial advisor and other team members
* Assist with processing client documentation and maintaining accurate records
* Handle client queries by phone, email, or in person in a professional manner
* Ensure compliance with financial regulations and internal policies
* Support with preparing reports, client reviews, and other documentation
* Update CRM and database systems with client and transaction information (Full training will be given)
* Liaise with product providers to obtain policy information or updates
* Maintain confidentiality and accuracy in all tasks
Key Details
Vacancy Title
Financial Services Administrator Apprentice
Employer Description
Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of everything we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individual
Vacancy Location
Shenley Pavilions Chalkdell Drive Milton Keynes MK5 6LB
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000328388
Key Dates
Apply From
29/06/2025
Closing Date For Applications
2025-07-18 23:59:59
Interview Begin From
Possible Start Date
2025-08-18 00:00:00
Training
Training to be Provided
You will work towards your:
Financial Services Administrator Level 3 Apprenticeship.
Certificate in Insurance (Cert CII). (if applicable).
Training will be via Davies, virtually. 6 hours per week of off-the-job training.
Learning Provider
DAVIES LEARNING SOLUTIONS LIMITED
Skills Required
Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsProblem solving skillsPresentation skillsAdministrative skillsNumber skillsAnalytical skillsLogicalTeam workingCreativeInitiativeNon judgementalPatience
Apply Now #J-18808-Ljbffr