Apprentice Financial Services Administrator

NORTHERN SPIRE LIMITED

Sunderland (SR5 3PE)

Closes in 14 days (Friday 23 May 2025 at 11:59pm)

Posted on 8 May 2025

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Summary

To provide administrative support to the team to ensure that relationships between advisers and their clients are optimised and assist with the daily operation of the office.

Wage

£18,000 a year

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Training course
Financial services administrator (level 3)
Hours
Monday to Thursday 9am-5pm, Friday 9am-3pm.

35 hours a week

Start date

Monday 2 June 2025

Duration

1 year

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

  • 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 that each case completes in a timely manner;
  • Prepare client review packs
  • Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process;
  • Work within and stay up to date with template changes and advice notes;

Where you'll work

4
Defender Court
Sunderland Enterprise Park
Sunderland
SR5 3PE

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SKILLS NORTH EAST LIMITED

Your training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

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 will be via a blended learning approach (face to face and online) with our Training Provider, Skills North East.

Requirements

Essential qualifications

GCSE in:

  • English (grade Grade 4 or higher)
  • Mathematics (grade Grade 4 or higher)

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
  • Organisation skills
  • Customer care skills
  • Problem solving skills
  • Presentation skills
  • Administrative skills
  • Number skills
  • Analytical skills
  • Logical
  • Team working
  • Creative
  • Initiative
  • Non judgemental
  • Patience

Other requirements

Knowledge and experience: Previous experience in a working environment; Knowledge of relevant regulation and legislation (desirable); Experience of client management systems such as Salesforce (desirable).

About this company

Our North East-based practice focuses on providing regular face-to-face advice and maintaining long-term client relationships, enhancing our approach by connecting clients who could benefit from working together. We are known for hosting targeted networking events that attract top business names across various industries. The team at Northern Spire offer assistance in creating customised investment strategies to help manage your financial future.

After this apprenticeship

Progression within the company.

Ask a question

The contact for this apprenticeship is:

SKILLS NORTH EAST LIMITED

Judith Hunter

judith@sne.org.uk

01912504590

The reference code for this apprenticeship is VAC1000319290.

Apply now

Closes in 14 days (Friday 23 May 2025 at 11:59pm)

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