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Administrator Apprentice BARFIELD WEALTH LIMITED

As an Administrator / Paraplanner you will be responsible for working closely with clients and existing advisors. You will engage with the advisor in the first instance to ensure you have the required information in order to work on.

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Closing date: 23 Oct 2022

Apprenticeship summary

  • Annual wage

    £14,000.00

    £12,000 - £14,000 per annum depending on experience

  • Working week

    Monday to Friday 9:00am - 17:00pm

    Total hours per week: 35

  • Expected duration

    18 Months

  • Possible start date

    31 Oct 2022

  • Date posted

    05 Aug 2022

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000074258

  • Positions

    1 available

What will the apprentice be doing?

Working alongside other administrators you will work as part of a team to support the processing of new business and requests from existing clients in all aspects of financial advice. On occasion you will be expected to speak to clients & product providers to gather information so a professional phone manner is essential.

Some of the duties include:

·       Reviewing applications

·       Creating and preparing client reviews

·       Data entry

·       Pulling information and collating it into a report form

·       Arranging a follow up review

·       Ad Hoc duties

·       Developing close, long term relationships with our advisors & clients.

·       Working closely with other members of the support team to ensure administration and paraplanning tasks are completed in a timely manner.

·       Liaise with compliance to ensure cases are approved when required

What training will the apprentice take and what qualification will the apprentice get at the end?

Level 3 Business Administrator

4 weekly one to one sessions

12 weekly tutor visits

Online resource / VLE

Tutor access

What is the expected career progression after this apprenticeship?

Career progression available upon completion of apprenticeship

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Team working, Initiative

Qualifications

GCSE or equivalent English (Grade C/4) Essential
GCSE or equivalent Maths (Grade C/4) Essential

About the employer

Our client are experienced and professionally qualified financial advisers. They offer a complete financial advice service and some of the best available financial products based on their customers’ needs and circumstances. They do this by first understanding the customers financial needs and priorities and then designing solutions to meet them. They start with a full financial review appointment, where they consider every aspect of their customers financial situation and provide the customer with personalised comprehensive advice.

Employer

BARFIELD WEALTH LIMITED

Address

32 BILLING ROAD

NORTHAMPTON

NN1 5DQ

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Training

Training provider

STARTING OFF LIMITED

Contact

Charlotte Berridge

charlotte.berridge@startingoff.co.uk

01604386705

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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