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Financial Services Administration Apprenticeship

Nelson, Lancashire, UK Permanent, Full Time £3.9 - £3.9 per hour

Ashberry Recruitment have an exciting opportunity to join a busy and dedicated financial services team in an expanding independent financial advisory company. We are looking for a passionate, enthusiastic, well organised, reliable individual to join their team to support with administrative tasks. This is a fantastic opportunity for the right candidate to move into the financial services sector and work with a first-class employer taking advantage of the apprenticeship development programme.

Your duties will include but are not limited to:

  • General administration duties including answering the telephone, liaising with clients, dealing with post, scanning documents etc.
  • Processing new business, entering business onto back-office systems and following through to completion
  • Processing letters of authority, requesting policy information and chasing providers for the information
  • Administrative support including updating the company’s client management system and where necessary attaching client documentation
  • Ensuring all compliance procedures are adhered to on a day to day basis
  • Maintaining customer files, ensuing that they are complete in accordance with procedures
  • Training and tests on Money Laundering and Data Protection, in line with the FCA and the authorised network
  • After a successful 3-month probationary period, your salary will increase (to be discussed at the review)

Desired skills

  • Willing to learn new skills
  • Good communication skills
  • Good attention to detail
  • Excellent organisation skills
  • Personal qualities
  • Self-motivated
  • Enthusiastic
  • Friendly personality
  • Trustworthy
  • Reliable
  • Able to work both independently and within a team
  • Punctual

Desired qualifications

  • Must have good levels of maths and English
  • Must meet initial assessments conducted by the training provider

Future prospects

The long-term aim from this apprenticeship is to progress beyond administration and kick start your career in the financial services industry.

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