Financial Services Admin Apprentice — Path to Adviser Support

CALLAWAY SYKES ASSOCIATES LTD; Chelmsford; On-site; GBP 12,000 - 18,000; Full time

Benefits offered by this job

Training provided

Job summary

Callaway Sykes Associates Limited is seeking a Finance Services Administrator apprentice to learn the administration of regulated financial advice. The role covers client records, meeting packs, documents, and liaison with insurers and fund managers, with day-to-day admin support across the team.

Working week is Monday to Friday, 09:00–17:00, for a duration of 1 year. Training provider SIMPLY ACADEMY LTD supports your development into Adviser or Paraplanner pathways.

Qualifications

• GCSEs including maths and English at D/4 grade or above.
• A Level – at least two subjects.
• Interest in financial services administration and apprenticeship learning.

Responsibilities

• Assisting with the preparation of client meeting packs.
• Maintaining and updating client records.
• Downloading and printing applications, factsheets, and supporting materials.
• Liaising with insurers, fund managers, and other professionals as required.
• Preparing and printing mail merges.
• E-filing and saving documents to the cloud.
• Scanning, printing, and filing documents as required.
• Preparing basic letters and correspondence.
• Scheduling client meetings.
• Data entry using internal IT systems.
• Handling general enquiry calls.
• Monitoring and ordering stationery.
• Assisting Advisers and Administrators with day-to-day tasks.

Skills

Communication skills

IT skills

Attention to detail

Organisation skills

Administrative skills

Number skills

Analytical skills

Team working

Initiative

Patience

Can do attitude

Punctual

Education

GCSE including maths and english (D/above)

A Level - minimum 2 subjects (A-C)

Job description

Callaway Sykes Associates Limited is seeking a Finance Services Administrator apprentice to learn the administration of regulated financial advice. The role covers client records, meeting packs, documents, and liaison with insurers and fund managers, with day-to-day admin support across the team.

Working week is Monday to Friday, 09:00–17:00, for a duration of 1 year. Training provider SIMPLY ACADEMY LTD supports your development into Adviser or Paraplanner pathways.