Job Description

To support the Financial Planning Partners with providing back office support where required, whilst working with the administration team. To learn all aspects of the administration work involved in a busy financial services practice.

Training and Qualification

Work As an apprentice, you'll work at a company and get hands-on experience. You'll gain new skills and work alongside experienced staff. What you'll do at work Financial Services Administrator Level 3 qualification Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics Develop the knowledge, skills and behaviours of successful Financial Services Administrators Free CII membership for non-members through the CII Aspire Apprenticeship Programme Includes the CII R01 study e-book and exam entry CII and EPA resits are to be covered by the employer Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors All workshops recorded and available on-demand Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals Exam tips, tricks, and strategies Additional resources through RM Advance Regular tutorials and assessments from an experienced financial services professional Where you'll work 12-16 Boundary Road Norwich NR6 5HT

Required Skills & Qualification

Essential qualifications GCSE or equivalent in: English (grade Grade 4(C)) Maths (grade Grade 4(C)) Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know. Skills Communication skills IT skills Attention to detail Customer care skills Administrative skills Initiative

Employer

Anglian Wealth Management

Norwich, NR6 5HT

Provider

SKILLS EDGE TRAINING LTD

About Employer

Established in 2009, we're a team of expert financial advisors based in Norwich, Norfolk. We pride ourselves on continuously providing personal and bespoke financial planning and advice in: Pre and Post Retirement Planning Building and Preserving Capital Growing Wealth Reducing Inheritance Tax Liabilities Inheritance Tax Planning Pension Investments Providing Financial Protection At Anglian Wealth Management, we're especially proud to offer a personalised service and advice without any confusing financial jargon. As a result, our clients choose to come back to us.