Apprentice Financial Services Administrator

Getting In Limited; Sunderland; On-site; GBP 20,000 - 30,000; Full time

Job summary

An exciting opportunity awaits as an Apprentice Financial Services Administrator with a forward-thinking firm in Sunderland. You'll provide essential support to advisers, ensuring client queries are handled efficiently and applications are processed accurately. This role offers a chance to develop vital skills in a collaborative environment, where your contributions will help shape customized investment strategies for clients. With a blended learning approach to training, you'll gain valuable experience while working closely with a dedicated team. Join this innovative practice and embark on a rewarding career path in financial services!

Qualifications

• Strong communication and IT skills are essential for this role.
• Attention to detail and organisation are key to success.

Responsibilities

• Provide technical and administrative support to the Adviser/Paraplanner.
• Process applications accurately and manage client queries effectively.

Skills

Communication skills

IT skills

Attention to detail

Organisation skills

Customer care skills

Problem-solving skills

Presentation skills

Administrative skills

Number skills

Analytical skills

Logical thinking

Team working

Creativity

Initiative

Non-judgemental attitude

Patience

Job description

What do you want to search? Keyword Apprenticeship Type Location

Apprentice Financial Services Administrator

Apply From:

11/05/2025

Learning Provider

Delivered by SKILLS NORTH EAST LIMITED

Employer

NORTHERN SPIRE LIMITED

Vacancy Description

• Provide high-level technical and administrative support to the Adviser/Paraplanner;
• Deal effectively with queries from clients and other parties through effective communication;
• Prepare files including compliance-required documentation, research, illustrations, and supporting documentation;
• Process applications accurately and record the required management information;
• Progress applications with product providers, advisers, clients, and other third parties to ensure timely completion;
• Prepare client review packs;
• Collaborate with colleagues to ensure application and provider forms are prepared as required and clients are kept updated throughout the process;
• Stay up to date with template changes and advice notes.

Key Details

Vacancy Title

Apprentice Financial Services Administrator

Employer Description

Our North East-based practice focuses on providing face-to-face advice and maintaining long-term client relationships. We connect clients who could benefit from working together and host networking events attracting top businesses across various industries. The team offers assistance in creating customized investment strategies to help manage your financial future.

Vacancy Location

4 Defender Court Sunderland SR5 3PE

Wage Frequency

Custom

Number of Vacancies

1

Vacancy Reference Number

1000319290

Key Dates

Apply From

11/05/2025

Closing Date For Applications

2025-05-23 23:59:59

Interview Begin From

Possible Start Date

2025-06-02 00:00:00

Training

Training to be Provided

This will be via a blended learning approach (face-to-face and online) with our Training Provider, Skills North East.

Learning Provider

SKILLS NORTH EAST LIMITED

Skills Required

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem-solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical thinking, Team working, Creativity, Initiative, Non-judgemental attitude, Patience

Apply Now