Financial Services Administrator Apprentice
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Company: JUST FINANCIAL PLANNING LTD
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Location: Norwich, NR12 7AA
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Type: Apprenticeship
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Salary: £17,500.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000038603
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Application Deadline Date: 15/08/2026
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Start Date: 31/08/2026
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Positions Available: 1
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Working Week: Monday - Friday, 9.00am - 5.00pm with flexible working offered after probation,
Brief Description
This is a fantastic opportunity to start your career within Financial Services as an Apprentice Financial Services Administrator, developing competency in the role whilst progressing your professional qualifications in the industry.
Training to be Provided
- Day to Day in-house training, office based in Coltishall, Norfolk
- External on-line support from apprenticeship training provider
Future Prospects
- After the successful completion of the apprenticeship to be employed as a Financial Services Administrator with a long term view to progress to paraplanning/advising if applicable
Vacancy Detail
Handle day to day post routines including:
- Scanning and filing relevant post
- Franking and preparing post out
General Office Duties including:
- Answering calls and taking messages
- Dealing with client queries
- Updating ‘task’ management system
- Updating our back-office system
- Welcoming visitors, making refreshments
- Managing adviser’s appointments
Adviser Support including:
- Requesting and collating plan information
- Assisting in client meeting preparation
- Preparing client letters and illustrations
- Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including:
- Producing and sending portfolio reports to clients
- Preparing review documents for adviser
- Preparing fund performance information
To progress to Trading and New Business Processing including:
- On-line submission of pension and investment applications
- Buying and selling trades on Investment Platforms
- Submitting client’s income requirements
- Fund switch trading on investment platforms
- Checking completion of all trades
- Medical underwriting applications with clients for life cover