Financial Planning Assistant

2 weeks ago


Sheffield, Sheffield, United Kingdom Lime Search & Select Ltd Full time
Financial Planning Administrator Apprentice

Lime Search & Select Ltd is seeking a motivated and detail-oriented individual to join our team as a Financial Planning Administrator Apprentice.

Key Responsibilities:

  • Process and monitor new business applications, ensuring compliance with Anti-money Laundering requirements.
  • Prepare for meetings and handle general servicing inquiries, including policy and contract alterations.
  • Coordinate promotions and client mailers, document scanning, and communication with product providers and clients.

About the Role:

This is an excellent opportunity for someone to develop a long-term career in Financial Advice and Planning. As a Financial Planning Administrator Apprentice, you will be trained and study towards a Diploma in Financial Planning, with a view to becoming a Financial Adviser in the future.

Requirements:

We are looking for an individual with 1-2 years of Office Administration experience within Financial Services or a fresh Graduate with a Financial/Numerical discipline. Basic knowledge of Investments, Pensions, ISA, and OEICS would be advantageous, although you will be trained and developed within the business.

What We Offer:

This is a great opportunity to kick-start your career in Financial Planning and Advice, with a supportive team and comprehensive training program.


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