Apprentice Administrator
RFP PARTNERS LTD
About the Role
<p>We are seeking an enthusiastic Apprentice Administrator to join our Client Support team. This role offers hands‑on experience in financial services while completing a Financial Services Administrator Apprenticeship. You’ll support clients by handling enquiries, managing records, processing letters of authority and assisting with admin.</p>
- As part of our client support team, you will help ensure our clients receive exceptional services
- Manage emails, calls and general enquiries. Excellent verbal and written communication skills
- Assisting with reporting, data entry and general office duties
- High level of accuracy and attention to detail in all tasks
- Managing multiple tasks, prioritise effectively, and meet deadlines
- Preparing invoices, quotations and other documents. Experience with Intelligent Office is desirable; training can be provided
Full, clean UK driving licence with the ability to drive own vehicle to office premises in Staveley, Chesterfield where on-site parking is provided.
Opportunities for a permanent post with ongoing professional development to support career progression with further training and industry specific qualifications.
About the Training
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.
As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
- A broad understanding of the financial services sector
- An understanding of the role of the appropriate regulatory bodies
- The importance of relationship building with clients and colleagues
- Understanding of processes and procedures relevant to the role
- How to develop commercial awareness
- Building skills and capabilities within an organisation
About the Employer
RFP Partners Ltd provide tailored financial advice and wealth management services via Clarity Wealth Management to their clients. Recognising the unique financial challenges and faced by their clients. Offering personalised strategies to help clients build, preserve, and manage their wealth effectively.
Our team of experienced advisers understands work closely with clients to address their specific financial needs, including investment planning, tax efficiency, retirement planning, and risk management. By offering transparent and adaptive financial solutions, RFP partners ensures that their clients can focus on their performance, knowing their financial future is in capable hands.
Skills Required
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Team working
Training Provider
SIMPLY ACADEMY LTD
Course/Training
Financial services administrator (level 3)