Close
Mobile Menu

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.

Similar Jobs

Lead Generator (Temporary)

Burnley, Lancashire, UK Temporary, Full Time £8.21 - £9.2 per hour

Customer Services Operator (Maternity Cover)

Skipton, North Yorkshire, UK Contract, Part Time £9.25 per hour

SEN Teacher

Blackpool, Lancashire, UK Permanent, Full Time £18000 - £22000 per annum
Can't see your dream job?

Don't be shy about letting us know and we'll do the digging!

Contact us