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Financial Planning Administrator Apprentice

Chesterton House Financial Planning Ltd
To Support clients and our Teams in Financial Planning, Paraplanning, Legal, Accounting and to work effectively within the Administration Team.

Chesterton House Financial Planning Ltd - Employer

Chesterton House was formed in 1987 and currently employs 25 staff including 4 Financial Planners. We practice Values-Based Financial Planning™, helping our clients to achieve their goals for the reasons that are important to them. We focus on long-term relationships and solid advice based on enduring principles, thorough research, a high level of technical skill and deep understanding of our clients’ circumstances, motivations and concerns. We enjoy doing great work, and we delight in sharing our clients’ pleasure in achieving significant goals

Chesterton House Financial Planning Ltd


18 months

This position is now closed and no additional applications are being taken. If you have any questions please contact the provider who is managing the position.

Job Summary

GBP 189.81
Financial Services
Chesterton House Financial Planning Ltd

Detailed Job Description

As a Financial Planning Administrator Apprentice your duties will incorporate all elements of a busy financial services environment alongside full training and support from the Babington Group. Candidates will be expected to . . .

  • Be a team player. proactively contributing to the team and company culture
  • Deliver excellent, clear, appropriate and concise communication skills at all levels with clients, colleagues and external contacts
  • Observe and recognise the financial planning requirements of clients, be able to administer/implement effective and compliant financial plans. Be able to maintain and anticipate these strategies over the lifetime of the client’s service agreement
  • Complete and maintain accurate and comprehensive records for each financial planning client
  • Ensure consistent delivery of the companies and administration department
  • Maintain strict confidentiality at all times, whether relating to clients’ or the company’s documentation and information
  • Maintain up to date knowledge of financial products, service providers, regulatory requirements and codes of practice to this role
  • Attend internal and external courses as agreed appropriate to ensure ongoing competencies
  • Attend company events as requested

Requirements and Prospects

Qualifications required

A minimum of 5 GCSE’s A-C including Maths and English

Skills required

  • Knowledge of MS Office to a high and competent level, especially Word, Excel and Outlook
  • Excellent communication skills with clients, colleagues and external contacts at all levels
  • Organised, able to prioritise and schedule/reschedule workflow using Microsoft Outlook Calendar

Personal Qualities

  • Approachable with good interpersonal skills
  • A high standard of personal presentation
  • An interest in Financial Planning, Legal and Accounting sector

Future prospects

Progression to full time Financial Support Administrator or Advisor is available for the candidate upon satisfactory completion of the apprenticeship programme

Additional Information

Training provided

Financial Services Administrator Level 3 Standard

Babington - Learning Provider

Always at the forefront of innovation, Babington is a pioneer of the Apprenticeship programme. They ran the first Accountancy Apprentice in the country and the first Insurance Apprentice in the North of England. So they really have the experience and expertise needed to ensure top quality training.

If you're interested in what else Babington offer. Follow the link below.

For more information about this vacancy please contact Babington on 01332 345450 or email: (Ref ID:82330)


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