Apprentice Financial Planning Administrator
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Job Summary
| Hours per Week | 40 |
| Work Pattern | 8.00am 5.00pm |
| Salary | Real Living Wage (currently 26208 per annum) |
| Client Facing | Yes |
| Seniority | Entry-Level |
| Apprenticeship | Level 3 Financial Services Administrator |
| Apprenticeship Duration | 18 months |
This exciting opportunity within our Financial Planning team offers a chance to be directly involved in helping us deliver our award-winning client-centred service.
You would be providing valuable administrative support to our Paraplanners and Financial Planners ensuring that they have accurate and thorough client records as well as the timely information they need for any client meetings.
This will involve checking client records on multiple bespoke systems as well as preparing and distributing reports and client documentation.
You will also support the team to onboard new clients and handle any incoming communications from various stakeholders.
Once you have settled in and completed the required training you will take on more client-facing duties handling a wider variety of queries and requests for information.
Further specific details about the role can be found in the job description attached to this advert.
What were looking for
Qualifications & Experience
Essential
- English and Maths GCSE (or equivalent) at grades 4/C or above
Desirable
- A-Levels or equivalent qualifications in relevant subjects (e.g. Business Economics).
- Any prior office or administrative experience.
Skills & Behaviours
Essential
- Confident user of Microsoft Office Applications (particularly Word Excel and Outlook)
- Excellent time management and organisational skills.
- Proactive willingness to learn new processes and systems.
- Full commitment to keeping on top of workload and studies.
- Self-starter who is comfortable working independently and as part of a team.
- Strong attention to detail and proven accuracy skills.
What does the future look like
Once you are settled into the role you will begin to take on more responsibility within the team including taking on more complex client queries and administrative tasks.
Redmayne Bentley provides support for colleagues to achieve industry standard Investments and Financial Planning qualifications if that is something they wish to do.
During your apprenticeship you would be provided with a wide understanding of our industry FCA regulations and how our firm operates setting you up to progress towards formal qualifications in the future.
Whilst we do not guarantee a permanent role at the end of any apprenticeship Redmayne Bentley has a long history of colleagues who have started with us as apprentices and moved on to many successful roles and careers within the firm.
Who we are
At Redmayne Bentley our goal is to provide excellent personal investment services that enhance clients wealth.
It is an exciting time to be part of our firm having recently launched our new five-year business plan to improve grow and accelerate. We will achieve this through seeking operational and productivity improvements growing the investment management and financial planning services leveraging and protecting existing income lines and considering new acquisition opportunities.
As one of the UKs largest independent investment management and stockbroking firms we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn grow and develop across the financial sector.
Our friendly inclusive and collaborative environment rewards hard work with generous perks and benefits and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.
Our future looks more exciting than ever come and share it with us.
Our Values
Our core values are at the heart of everything we do:
Our Benefits
We are always continuing to improve our employee benefits to support our employees lifestyles provide more flexibility and to reward and recognise excellence.
Pension
Scheme
Private
Medical Insurance
Employee Assistance Programme
Travel Loans and Cycle to Work
Reward and Recognition Schemes
Hybrid
Working
Group Life Assurance
Generous Family Leave Entitlements
Are you interested in this role
Yes Thats great! Find out more about our application process below and what to expect after applying.
Applying is easy! All you need to do is enter your email address and click theApply Now button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV.
We review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next the meantime find out more about us and our teams using the headers at the top or following us onsocial media.
If you are successful in being shortlisted we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.
Documents
Required Experience:
Unclear Seniority
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
About Company
Redmayne Bentley provides personal investment expertise across a range of investment management and stockbroking services.
