Administrative Apprentice Create FM

Location

York, North Yorkshire | United Kingdom

Job description

What you will do in your working day

Day-to-day duties will include:

• Data gathering
• Preparation of documents for financial planning meetings
• Ensuring client records are updated on our back-office system (Intelliflo)
• Report writing and obtaining Pension projections.
• Preparing cases for paraplanning to complete more complex reports
• Performing calculations
• Providers – obtain fund value/policy info online or through phone calls
• Provider platforms – log on to process applications and track progress

The training you will be getting

• Business Administration (Standard) - Level 3 qualification

This apprenticeship will be completed by working 4 days per week onsite with the employer, learning the job role and gaining valuable work experience, and then 1 day per week completing college work remotely.

English and Maths Functional Skills may be completed alongside the apprenticeship if necessary, however, passing this will be mandatory to receive the apprenticeship qualification.

What to expect at the end of your apprenticeship

Progression available across many departments such as:

• Financial Adviser
• Mortgages
• Paraplanning
• Management
• Compliance

Job tags

Salary

£15.6k per annum