Apprentice Financial Services Administrator
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Company: KINGSFLEET WEALTH LIMITED
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Location: Ipswich, IP6 0AE
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Type: Apprenticeship
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Salary: £19,750.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000022289
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Application Deadline Date: 10/04/2026
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Start Date: 01/06/2026
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Positions Available: 1
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Working Week: Monday - Friday, 09:00 - 17:00, 1 hour lunch.
Brief Description
This is a fantastic opportunity to enter the finance sector and progress your career within financial services. In your initial role, you will be trained to provide comprehensive, professional administration that allows Kingsfleet to exceed client expectations and demonstrate full regulatory compliance.
Training to be Provided
You will access your programme online from your employers site address.
Future Prospects
The business is invested in developing their staff and progression would be available for the right candidate.
Vacancy Detail
To be trained to provide comprehensive, professional administration that allows Kingsfleet to exceed client expectations and demonstrate full regulatory compliance.
Specific to this role:
- To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures
In particular:
- Send signed Letters of Authority from new clients to providers
- Collate information received from new clients and give to managing director
- Add fact find information to IO when the client has agreed recommendation
- Process new application forms
- Monitor progress of application; ensure questions are answered
- For completed transactions update the plan details on IO
- For existing clients to update valuations on IO in advance of client reviews
- To welcome visitors to the business
- To answer and, where appropriate, deal with enquiries by the phone
All staff:
- To live out and communicate effectively the values of Kingsfleet
- To comply with the firm’s Health and Safety policy
- To comply with FCA requirements
- To maintain complete confidentiality regarding our clients and our processes
- In agreement with your line manager to undertake other responsibilities as required