Financial Planning Administrator Apprentice

**What will the apprentice be doing?**

You'll be based at our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: A big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.

We know that helping you balance personal and professional commitments is a big part of that, so we're open to flexible working. Many of our staff work flexibly in many different ways, including part-time. Please talk to us at interview about the flexibility you need.

What You'll Do.

As a member our client facing teams, you will learn how to provide administrative support to our financial planning advisers in all aspects of their advice process. You will also learn how to be the clients’ point of contact for administrative matters.

During your role you will:

- Gain and maintain a good understanding of the platforms we use within the Financial Services market
- Preparing and sending letters of authority and obtaining information on client policies
- Assist with new business submissions and asset transfers which includes uploading and processing the required compliance documents to Enable (our internal client management system)
- Assisting in preparing meeting packs and documentation/reports for client meetings and annual client reviews
- Shadowing and learning to support the Financial Planner in the delivery of client meetings both virtual and/or in a face-to-face setting
- Building relationships by ensuring contact with clients / providers is maintained throughout any processing
- Completing electronic Anti Money Laundering checks
- Assisting with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence
- Preparing and issuing documents to be signed electronically via Adobe sign

**What training will the apprentice take and what qualification will the apprentice get at the end?**

As well as on the job training, you will complete a Financial Services Administrator Level 3 apprenticeship standard. This will include working towards CF1 or R01 via the CII.

This will include:

- Financial Services Administrator Level 3 Apprenticeship Standard
- CII CF1 or R01 - Financial Services Regulations and Ethics
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme
- Includes the CII CF1 or R01 study book and exam entry
- Fortnightly workshops for CII exams from our CII approved trainer
- All workshops recorded and available on-demand
- Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
- Exam tips, tricks, and strategies
- Additional resources through RM Advance
- Regular tutorials and assessments from an experienced financial services professional

**Qualifications**
- GCSE or equivalent English (Grade C/4) essential
- GCSE or equivalent Maths (Grade C/4) essential

**What is the expected career progression after this apprenticeship?**

Further opportunities to progress internally and complete further professional qualifications.

**Job Types**: Full-time, Apprenticeship

**Salary**: £21,000.00 per year

**Benefits**:

- Cycle to work scheme
- Gym membership

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Horsham, RH12 4QP: reliably commute or plan to relocate before starting work (required)

Application question(s):

- How would you travel to and from the workplace?

Work Location: One location

Reference ID: VAC1000126245