Financial advisory 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
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- School
- Employee discount
Financial Planner
Azets —Coventry
- Full-time
- Communication skills
- Tax experience
Quick apply
13d
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Pensions Administrator
Isio Group —Birmingham
- Full-time
- Microsoft Office
- Organisational skills
- IT
Associate Pensions Consultant
Gallagher Benefit Services —Birmingham
- Microsoft Office
- Communication skills
- Employee stock purchase plan
- Life insurance
New Client Adviser
Lloyds Wealth —Birmingham
- £65,000 - £84,000 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- Microsoft Word
- Microsoft Excel
8d
Senior Pension Administrator
First Actuarial —Birmingham
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme

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financial advisory 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 occupations jobs in leek wootton, war

Apprentice Private Client Administrator

Administrator - Employee Benefits

Financial Advisor

Financial Administrator

Pensions Officer

Pensions Administrator

Personal Wealth Adviser

Senior Pensions Administrator

Apprentice Pensions Administrator

Financial Planner

IFA Administrator

Pensions Administrator

Associate Pensions Consultant

New Client Adviser

Senior Financial Planning Administrator

Wealth Management Administrator

Financial Administrator (Droitwich)

Mathieson Consulting - Pensions Analyst

Senior Pension Administrator

Senior IFA Administrator

I want to receive the latest job alerts for financial advisory occupations in leek wootton, war

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