Financial Administrator Apprenticeship

About the role

This apprenticeship offers a fantastic opportunity to join Affinity Financial Planning as a Financial Administrator Apprentice. You will provide essential administrative support to the practice and its principal, ensuring efficient processing of business, effective daily task management, and high-quality client service. Key responsibilities include managing calls and reception, maintaining diaries and to-do lists, handling post, confirming client appointments, preparing documentation for client meetings, obtaining financial quotations and illustrations, administering submissions to providers, and producing client suitability reports. You will also manage the internal processing system, maintain CRM records, and handle ad hoc client administration and team support. The ideal candidate will have a strong interest in administration and financial services, excellent attention to detail, good communication and organisational skills, and a willingness to learn and work as part of a team. Proficiency in IT, including Outlook, Word, and Excel, is also important.

Entry requirements

• GCSE Maths and English at Grade 4 or above. Strong administrative, communication, and IT skills are essential. An interest in financial services and building client relationships is desired.

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