Financial advisory support occupations Work, Jobs in Leek Wootton, War (with Salaries)

Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Client Services Executive (Financial Services)
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
Quick apply
4d
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
12d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
Quick apply
4d
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Pensions Administrator
Broadstone Corporate Benefits Limited —Birmingham
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Team management
- Training & development
- Employee discount
Senior Pensions Administrator
Hymans Robertson LLP —Birmingham
- £35,000 - £43,000 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Organisational skills
Quick apply
4d
Wealth Paraplanner
Royal Bank of Canada —Birmingham
- Full-time
- Mentoring
- Communication skills
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Senior Pension Administrator
First Actuarial —Birmingham
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance

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financial advisory support occupations jobs near leek wootton, war

Apprentice Private Client Administrator

Countrywide Tax & Trust Cooperation -
Leamington Spa

Quick apply

Job details

Full-time | Apprenticeship
From £9 an hour

Benefits

Free parking
On-site parking

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Maths
Mentoring
Organisational skills
IT
Financial services
Communication skills

Full job description

Purpose of the role

This is an apprenticeship position designed to provide practical workplace experience alongside a recognised qualification. The Apprentice Private Client Administrator will provide administrative support to the Private Client Department whilst developing the knowledge, skills and behaviours required to build a career within financial services.

The successful candidate will receive training and mentoring whilst learning about pensions, investments, protection, wills, trusts and other private client services, with opportunities to progress within the business.

Primary Responsibilities

Provide administrative support to the Private Client Advisers and Paraplanners.
Learn to promote the company's services professionally and in accordance with FCA requirements.
Assist with preparing documentation for client meetings.
Help process new business applications and maintain accurate client records.
Support the team with client communications by telephone, email and post.
Learn to deal with client enquiries in a professional and courteous manner.
Maintain confidentiality of client information at all times.
Complete apprenticeship coursework and attend all required training sessions.

Key Tasks

The apprentice will receive training to enable them to:

Develop an understanding of pensions, investments, protection, wills and trusts.
Process Letters of Authority and obtain information from product providers.
Assist with obtaining valuations, illustrations and quotations.
Prepare annual review packs for clients.
Update and maintain the back-office CRM system accurately.
Assist with business processing and monitoring outstanding cases.
Liaise with product providers, solicitors and other third parties where appropriate.
Assist with preparing documentation for Financial Advisers and Paraplanners.
Learn how financial reports and suitability reports are produced.
Input Will and Trust cases onto company systems.
Ensure files and records remain accurate and compliant.
Support the wider administration team with day-to-day tasks.
Attend client meetings with advisers where appropriate as part of their development.
Develop an understanding of FCA regulations and the importance of treating customers fairly.
Complete all apprenticeship learning and work towards achieving the relevant qualification.

No previous financial services experience is required as full training will be provided.

The successful candidate should demonstrate:

Essential

Good communication skills, both written and verbal.
A willingness to learn and develop new skills.
Good organisational skills.
Good attention to detail.
Basic IT skills, including Microsoft Outlook and Word.
Ability to work as part of a team.
Professional and positive attitude.
Good time management.

Desirable

GCSEs (or equivalent) including English and Maths.
Basic knowledge of Microsoft Excel.
An interest in financial services or professional services.
Reliable and enthusiastic approach to work.

Training and Development

The successful apprentice will:

Complete a recognised apprenticeship qualification.

Receive ongoing mentoring and supervision.
Gain practical experience across the Private Client Department.
Develop an understanding of financial services products and processes.
Be encouraged to undertake further professional qualifications where appropriate.
Have regular reviews to support both workplace and apprenticeship progress.

General responsibilities

Demonstrate professionalism and integrity at all times.
Maintain confidentiality in accordance with company policies and GDPR.
Follow company procedures and FCA regulatory requirements.
Attend mandatory training sessions.
Participate in performance reviews and apprenticeship progress meetings.
Contribute positively to the development of the department.
Undertake any other reasonable duties appropriate to the role.

Career Progression

On successful completion of the apprenticeship, there may be opportunities to progress into a permanent Private Client Administrator role, with future development towards becoming a Senior Administrator, Paraplanner, or Private Client Adviser, depending on performance, qualifications and business needs.

Pay: From £9.00 per hour

Benefits:

Free parking
On-site parking

Application question(s):

Are you based in Leamington Spa?
If not, are you willing to relocate to Leamington Spa?

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in leek wootton, war

Apprentice Private Client Administrator

Financial Administrator

Client Services Executive (Financial Services)

Financial Administrator (Halesowen)

Paraplanner / Trainee Paraplanner / Administrator

Senior Pensions Administrator

Administrator - Employee Benefits

Wealth Management Administrator

Senior Paraplanner

Pensions Officer

Senior Administrator

Financial Administrator (Droitwich)

Senior Financial Planning Administrator

Pensions Administrator

Paraplanning Manager

Senior Pensions Administrator

Wealth Paraplanner

IFA Administrator

Paraplanner

Senior Pension Administrator

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