Financial Services Apprentice

About the role

This apprenticeship offers a fantastic opportunity to join Amber River East Anglia as a Financial Services Apprentice. You will be an integral part of the East Anglia Hub team, providing essential administrative support to Paraplanners and Independent Financial Advisers. Your role will be crucial in ensuring the delivery of excellent client service by managing client requests, arranging meetings, preparing documentation, maintaining client communication, and processing post-meeting tasks efficiently. You will also be responsible for managing the Letter of Authority (LOA) process end-to-end and ensuring the back-office system is up-to-date with all ongoing actions and workflows. This position offers a clear pathway for career progression within the company, with opportunities for continued professional development and advancement through administrative, paraplanning, and financial advice teams, depending on your career aspirations.

Entry requirements

• GCSE English and maths at Grade 4/C or above. Essential skills include communication, IT, attention to detail, organization, customer care, administrative skills, logic, teamwork, initiative, being non-judgemental, and patience.

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