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Apprentice Financial Advisor Administrator

Barfield Financial Services
Pay: £10,000.00 - £12,000.00 Text
Location: Northamptonshire Northampton United Kingdom
Category: Entry Level
Available from: Oct 2017
Finishes on: Ongoing Position
Type of work: Full Time, Indoor & Outdoor
Job reference: E02537253
Admin/Secretarial 2017-09-13 2017-10-07

Job Description

Job duties will involve:




  • Answering the telephone and dealing with general enquiries

  • Being aware of details needed from clients to help the team advise on suitable products

  • Being aware of any inconsistencies with customer information and querying this with them

  • Completing a variety of paperwork

  • Administration duties including data entry

  • Writing detailed reports and sending them across to clients detailing why you have chosen that specific plan (once more recognised with the role this is a duty you will progress to)

  • Helping Para-Planners prepare for meetings

  • Providing aftercare and advice to clients and para-planners



It is desirable, not essential, that the ideal candidate will hold a full UK driving licence with access to their own vehicle, 5 A*-C’s GCSEs (or equivalent) in English and Maths and 3 A*-Cs in A-Levels (or equivalent) in any chosen subjects.



You will also have a strong interest in business and economics. You must also be keen to work towards a business administration qualification.



Training is fully supported via Starting Off and you will attend half a day release once a week.



At the end of the apprenticeship this is an exciting opportunity to take an industry recognised qualification in financial advice.


Personal Qualities :

  • Punctual

  • Reliable

  • Confident



Skills Required :

  • Computer proficient

  • Good communication skills

  • Organisational skills



Future Prospects : Possibility to stay on after successful completion of apprenticeship.

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