Financial advisory support occupations Work, Jobs in Leamington Spa, 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
6d
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
12d
Customer Service Administrator (TRA)
The Right Advice —Solihull
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Customer service
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Trainee Financial Adviser
Limegreen Marketing —Birmingham
- From £28,500 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
1d
Annual Review IFA Administrator
Whateley Wealth Management —Bromsgrove
- £25,000 - £28,000 a year
- 8 hour shift
- Microsoft Office
- Analysis skills
- Organisational skills
- Relocation assistance
- Flexitime
Quick apply
7d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
2d
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
Boolers —Enderby
- £35,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
6d
Business Administrator
Pinnacle Financial Planning —Redditch
- Up to £30,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
Quick apply
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Office
Paraplanner
Benchmark Capital —Stratford-upon-Avon
- Full-time
- Microsoft Office
- IT
- Communication skills
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
2d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
12d
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
12h

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Apprentice Private Client Administrator

Countrywide Tax & Trust Cooperation -
Leamington Spa

Quick apply

Job details

Full-time | Apprenticeship
From £9 an hour
6 days ago

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 leamington spa, war

Apprentice Private Client Administrator

Paraplanner

Trainee Independent Financial Services Administrator

Customer Service Administrator (TRA)

Senior Pensions Administrator

Pensions Administrator

Trainee Financial Adviser

Annual Review IFA Administrator

Financial Administrator

Senior Paraplanner

Paraplanner

Business Administrator

Senior Financial Planning Administrator

IFA Administrator

Paraplanner

Administrator - Employee Benefits

Pensions Officer

Senior IFA Administrator

Senior Financial Planning Administrator

Paraplanning Manager

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