Financial Planning Administrator Apprentice

To ensure all actions are recorded on the back-office system to give full audit trail of events To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers Dealing with post and Letters of Authority Reviewing file notes and carrying out relevant actions to deliver the agreed service to the client To maintain client confidentiality, data protection and other legislative and organisational responsibilities To liaise with relevant teams in relation to compliance, admin, technology etc. To deal promptly and professionally with queries from all colleagues across all offices To ensure compliance procedures are strictly adhered to in a timely matter To ensure our processes and procedures are followed to ensure consistency across the department 

Training:

Business Administrator Level 3 Apprenticeship Standard:

Within the first 15 months additional training is delivered by Loughborough College, one morning a week for 12 weeks, dates are subject to enrolment date Online portfolio to update with learning and development completed onsite Diarised visits from dedicated Trainer/Assessor

Training Outcome:
Become a Financial Planning Administrator To progress into becoming a ParaPlanner Progress to become a Financial Planner Upon successful completion of the apprenticeship, you will have the skills and qualifications necessary to pursue a career in financial planning

Employer Description:
Saltus Wealth Partnership Limited (Trading as Abacus Advisers) is an expanding organisation of which colleagues are expected to contribute and engage fully with all organisational activities and adopt a positive & flexible approach where appropriate.

Working Hours :
Monday - Friday: hours to be confirmed.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental