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Apprentice - Financial Administration

Robinson Financial Careers
King's Lynn
Closing date
26 Dec 2023

View more

Banking & Financial Services
Role Type
Graduate, Other work and training
Start Date

An enthusiastic individual has the chance to complete an apprenticeship in Financial Administration, with one of the UK's most dynamic Chartered Wealth Management Firms at their beautiful office in Dersingham, Norfolk on the Sandringham Estate.

The Offer

• Skills Edge Level 3 Apprenticeship in Financial Administration

• A Competitive Salary

• 25 Days Holiday plus bank holidays

• Flexible working hours

• Experienced mentoring

The Duties:

• Successful completion of the Apprenticeship, through hard work and dedication

• Input data within our Back-office system and Research software

• Accurately maintain client records

• Communicate with providers through data harvesting

• Organise and manage the Financial Adviser's calendar and meeting prep

• Application completion relating to Pensions, Investments and Protection within agreed timescales

• Support Paraplanners and Advisers through our new business and ongoing client processes

• Support clients with their queries and online portals


• GCSE (or equivalent) at Grade C or 4 and above in English and Maths. Candidates who have not achieved this, will need to score at least Level 1 in English and Maths initial assessments completed during the Skills Edge enrolment process

• Meticulous attention to detail and accuracy

• Ability to work efficiently and meet deadlines

• Analytical and Inquisitive

• Competent IT skills

• Good communication

• Organised and ability to work in a friendly and professional team

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