Financial Services Administrator Level 3 Apprentice – KJ Beckett Ltd – Closing Date 26 March 2023
An excellent opportunity has arisen for a Financial Services Administrator Level 3 Apprentice to join a Clifton based financial services company. You will be responsible for assisting a team of Financial Advisers working closely with Head of Operations to deliver high-quality service to advisers, providers and customers in a busy environment.
What will the apprentice be doing?
- Regular liaison with providers to obtain updates on applicant status and proactively progress applications through to completion
- Dealing with incoming emails, telephone calls and post
- Assisting Financial Advisers in preparation for client meetings
- Gathering information from providers
- Updating systems
- To ensure full compliance and accuracy of the business
What training will the apprentice take and what qualification will the apprentice get at the end?
Financial Services Administrator (Level 3) Apprentice
Training via Babington
What is the expected career progression after this apprenticeship?
A full-time role will be offered on successful completion of the apprenticeship.
We are looking for someone to progress through the organisation.