Financial Services Administrator Apprentice

4 weeks ago


Fareham, Hampshire, United Kingdom Ortus PSR Full time

Ortus PSR is dedicated to delivering valuable, high-quality financial advice to a growing and diverse client base.


As a Trainee Paraplanner, you will play a key role in supporting our IFA team with technical analysis, client report preparation, and product research.


Key Responsibilities:

  • Prepare client reports and conduct product research.
  • Provide technical analysis for advisers.
  • Ensure compliance accuracy and documentation.
  • Liaise with clients and providers.

Key Skills:

  • Deep knowledge of financial products and compliance.
  • Excellent organisational and communication abilities.
  • Proficiency with financial software.
  • Strong attention to detail and problem-solving.

Benefits:

  • Supportive training for career progression.
  • Employee benefit trust ensuring profit sharing.
  • Perks like birthday leave, private medical insurance, electric car scheme, and more.


  • Fareham, Hampshire, United Kingdom Get Staffed Online Recruitment Full time

    Job DescriptionBusiness Administrator ApprenticeWe're seeking an ambitious Apprentice Admin Assistant to join our dynamic team at Get Staffed Online Recruitment. In this role, you'll gain hands-on experience in a fast-growing business and learn the ropes of account management and growth.Key Responsibilities:Assist in administrative tasks such as email...


  • Fareham, Hampshire, United Kingdom HSBC Global Services Limited Full time

    Role OverviewHSBC Global Services Limited is seeking an experienced Senior Pension Administrator to join our Retirement Services team. As a key member of our team, you will be responsible for delivering a best-in-class service to our customers, ensuring the smooth administration of our Self-Invested Personal Pension (SIPP) products.Key ResponsibilitiesWork...


  • Fareham, Hampshire, United Kingdom ReQuire Consultancy LTD Full time

    We are seeking a highly skilled Financial Planning Administrator to join our team at ReQuire Consultancy LTD. As a key member of our services team, you will be responsible for delivering exceptional client service and support.Key Responsibilities:Deliver excellent service to our clients, providing timely and efficient supportLearn about our core values,...


  • Fareham, Hampshire, United Kingdom South Hampshire College's Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Compliance Administrator to join our team at South Hampshire College's Group. The successful candidate will be responsible for administering end point assessment organization (EPAO) processes, ensuring excellent customer service to all key stakeholders.Key ResponsibilitiesTo successfully...


  • Fareham, Hampshire, United Kingdom South Hampshire College's Group Full time

    Business Development Administrator RoleWe are seeking a highly skilled and dedicated Business Development Administrator to join our team at South Hampshire College Group. As a key member of our Business Development Team, you will play a vital role in supporting the team with administrative processes, ensuring compliant enrolment of Apprentices across the...


  • Fareham, Hampshire, United Kingdom ReQuire Consultancy LTD Full time

    We are seeking a highly skilled Financial Planning Administrator to join our team at ReQuire Consultancy LTD. As a key member of our services team, you will be responsible for delivering exceptional customer service to our clients, supporting the growth and development of our business.The ideal candidate will have a strong background in financial services,...


  • Fareham, Hampshire, United Kingdom CT SKILLS LIMITED Full time

    About JDi Property HoldingsJDi Property Holdings Ltd operates in the housing and property sector, offering a supportive and friendly team environment. As a leading player in the South Coast rental market, they provide the highest levels of customer service through their portfolio of over 350 rental properties. Key to their success is a collaborative approach...


  • Fareham, Hampshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and delivery-orientated Support Administrator to join our team at Blakemore Recruitment. The ideal candidate will have experience in a financial planning environment, preferably with CII or RO part qualifications. Key responsibilities will include effectively onboarding new clients, servicing existing clients, and building...


  • Fareham, Hampshire, United Kingdom Two Saints Full time

    Job Title: Finance AssistantAbout the Role:We are seeking a highly organized and detail-oriented Finance Assistant to join our Central Services team in Fareham. As a key member of our finance department, you will provide administrative support in daily financial activities and other clerical duties.Main Responsibilities:Maintain the purchase ledger, record...


  • Fareham, Hampshire, United Kingdom CT SKILLS LIMITED Full time

    About UsJDi Property Holdings Ltd is a dynamic company operating in the housing and property sector. We pride ourselves on offering a supportive and friendly work environment that fosters growth and development for our team members.Our business model focuses on providing exceptional customer service, with a dedicated maintenance team available to promptly...


  • Fareham, Hampshire, United Kingdom CT SKILLS LIMITED Full time

    About JDi Property HoldingsJDi Property Holdings Ltd operates in the housing and property sector, boasting a supportive and friendly team that will guide you throughout your apprenticeship journey. With a portfolio of over 350 rental properties across the South Coast, Signature Properties UK prioritizes exceptional customer service. As a Property...


  • Fareham, Hampshire, United Kingdom CT SKILLS LIMITED Full time

    About UsCT SKILLS LIMITED is a leading provider of services in the housing and property sector. Our supportive team will guide you throughout your apprenticeship journey.We take pride in our fantastic portfolio of over 350 rental properties across the South Coast, offering exceptional customer service. Our mission is to deliver high-quality solutions to our...


  • Fareham, Hampshire, United Kingdom HSBC Global Services Limited Full time

    Unlock Your Career PotentialHSBC Global Services Limited is seeking a highly skilled and experienced SIPP Pensions Administrator to join its team in the Retirement Services department.The ideal candidate will have a strong background in self-invested personal pensions, asset reconciliation, and investment administration. They will be responsible for dealing...


  • Fareham, Hampshire, United Kingdom Ministry of Justice Full time

    Job DescriptionThe Ministry of Justice is seeking a skilled Administrative Services Coordinator to join their team in Fareham. As a key member of the corporate support team, you will provide administrative support services to ensure efficient and effective business operations within the National Probation Service Division.This role requires an individual...


  • Fareham, Hampshire, United Kingdom Get Staffed Online Recruitment Full time

    Fast-Track Your Career with Our Business Administrator Apprentice RoleWe are seeking a highly motivated and ambitious Administrative Support Professional - Level 3 to join our dynamic team. As a key member of our B2B lead generation start-up, you will gain hands-on experience in a fast-paced role and have the opportunity to learn the ropes of account...


  • Fareham, Hampshire, United Kingdom South Hampshire College's Group Full time

    Job Summary:We are seeking a highly organized and detail-oriented individual to join our team as an End Point Assessment Administrator. In this role, you will be responsible for administering end point assessments, ensuring compliance with group policies and procedures, and providing excellent customer service to stakeholders.Key Responsibilities:Administer...


  • Fareham, Hampshire, United Kingdom CT SKILLS LIMITED Full time

    About JDi Property HoldingsJDi Property Holdings Ltd is a company that operates in the housing and property sector. They have a supportive and friendly team that will help you throughout your apprenticeship journey. The company prides itself on offering a fantastic portfolio of over 350 rental properties across the South Coast and providing the highest...


  • Fareham, Hampshire, United Kingdom Crowe Watson Recruitment Full time

    Role OverviewAs a respected Outsourcing Senior, you will be responsible for managing a portfolio of clients, delivering high-quality financial reports and services. You will work directly with clients to prepare management accounts, VAT returns, and provide bookkeeping support, ensuring that all tasks meet both regulatory and client standards.Key...


  • Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time £80,000

    We are seeking a highly skilled Financial Adviser or IFA to join our award winning Chartered Independent Financial Planning firm. The role can be office based, hybrid or possibly even remote, allowing for flexibility and work-life balance.The successful candidate will have a minimum of a Diploma and experience as a Financial Adviser/Planner. A background in...


  • Fareham, Hampshire, United Kingdom Cleerly Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Mortgage Administrator to provide administrative support and communicate with clients, lenders, and third parties. The successful candidate will play a crucial role in ensuring the smooth mortgage journey for our clients.DutiesManage and maintain the mortgage administration journey for...