Apprentice Financial Services Administrator

As our IFA Administrator, you’ll help keep the office running smoothly, providing a welcoming first point of contact for clients and essential administrative support to advisers and paraplanners. You’ll coordinate provider information, maintain accurate client records and prepare documents that support client enquiries and annual reviews, alongside everyday office duties. With opportunities to learn through training and hands-on experience, you’ll build your knowledge and skills and lay the foundations for career progression in financial services.

Key tasks:

• Answer calls, welcome clients, prepare refreshments, distribute post and monitor the team mailbox for adviser requests.
• Issue Letters of Authority, chase provider information within appropriate timeframes and collate responses for advisers and paraplanners.
• Keep Intelliflo client records accurate and up to date, tracking outstanding tasks and provider correspondence.
• Produce risk profile reports and run anti-money laundering (AML) reports using Smart Search.
• Prepare initial client packs, maintain supplies of client-facing documents and support client enquiries and annual reviews.
• Participate in training, maintain your training record and provide appropriate cover for colleagues during sickness or holidays.

You will complete your apprenticeship training online via your employers address.

We want you to increase knowledge and move from our IFA Administrator role to a Trainee Paraplanner role, taking industry exams.

We have a second office in Billericay, so it would be preferable that the candidate be able to travel as they may often be needed to attend either office.

Willow Financial Planning are a small firm of Independent Financial Advisers, offering support to individuals and companies. We are looking for someone to join our close-knit team as an administrator with training provided and the opportunity for progression.