Apprentice Client Services Administrator

Anglian Wealth Management

Norwich, NR6 5HT

Closes in 5 days (Thursday 1 August at 11:59pm)

Posted on 2 May 2024

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Summary

To support the Financial Planning Partners with providing back office support where required, whilst working with the administration team. To learn all aspects of the administration work involved in a busy financial services practice.

Annual wage
£16,000 a year

Minimum wage rates (opens in new tab)

The pay may be negotiated and may rise after a probation period has been successfully completed.

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9.00am - 5.00pm, with 1 hour for lunch.

35 hours a week

Possible start date

Monday 5 August

Duration

1 Year 5 Months

Positions available

1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

  • Financial Services Administrator Level 3 qualification
  • Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics
  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII R01 study e-book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional

Where you’ll work

12-16 Boundary Road

Norwich

NR6 5HT

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents
  • Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
  • Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
  • Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
  • Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

    • Your training plan

    This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

    Requirements

    Essential qualifications

    GCSE or equivalent in:

    • English (grade Grade 4(C))
    • Maths (grade Grade 4(C))

    Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

    Skills

    • Communication skills
    • IT skills
    • Attention to detail
    • Customer care skills
    • Administrative skills
    • Initiative

    About this company

    Established in 2009, we're a team of expert financial advisors based in Norwich, Norfolk. We pride ourselves on continuously providing personal and bespoke financial planning and advice in: Pre and Post Retirement Planning Building and Preserving Capital Growing Wealth Reducing Inheritance Tax Liabilities Inheritance Tax Planning Pension Investments Providing Financial Protection At Anglian Wealth Management, we're especially proud to offer a personalised service and advice without any confusing financial jargon. As a result, our clients choose to come back to us.

    https://www.anglianwealthmanagement.co.uk/ (opens in new tab)

    After this apprenticeship

    • Training will continue on the job and the progression would be to a client services administrator to a senior client services role to potentially paraplanning or an advisory role

    Ask a question

    The contact for this apprenticeship is:

    SKILLS EDGE TRAINING LTD

    Calvin Goodson

    calvin.goodson@skillsedge.co.uk

    01603 577962

    The reference code for this apprenticeship is VAC1000248560.

    Apply now

    Closes in 5 days (Thursday 1 August at 11:59pm)

    When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.