Apprentice Financial Services Administrator

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;

Training:

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

Training Outcome:

Progression within the company.

Employer Description:
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.

Working Hours :
Monday to Thursday 9am-5pm, Friday 9am-3pm.

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