Financial Services Apprentice
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Company Amber River East Anglia
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Provider DAVIES LEARNING SOLUTIONS LIMITED
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Location Claydon Ipswich, IP6 0FU
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Type Apprenticeship
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Salary £16,000.00 per year
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Sector Legal, finance and accounting
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Ref NAS-2000061200
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Application Deadline Date 27/11/2026
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Start Date 18/01/2027
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Positions Available 1
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Working Week Monday - Friday, 9.00am - 5.00pm, with 30 minutes unpaid lunch break.
Brief Description
Supporting in the operation of the East Anglia Hub working alongside the Paraplanners and Independent Financial Advisers providing administration support to ensure delivery of excellent client service.
Training to be Provided
- L3 Financial Services Administrator
- CII CFI exam
- Apprenticeship training delivery virtually with Davies Group / CII
Future Prospects
The aim is provide a long-term career pathway by providing continued professional development and supporting progression through our administrative, paraplanning and financial advice teams dependent on the candidates preferred pathway.
Vacancy Detail
- Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients
- Arrange client meetings on behalf of the Advisers
- Collate and manage information and facts, preparing documentation for client meetings
- Maintain client contact, keeping them updated on the current position with regards to any ongoing maters on behalf of the Advisers
- Ensure the post meeting processing is completed within deadlines
- Manage LOA end to end process
- Ensure back-office system is maintained detailing all ongoing actions and workflow
Other Information
Candidates will undertake a short online psychometric assessment as part of the recruitment process.