Evans Para planning- Level 3 Business Administration

Finance Administrator Apprentice

We are a dynamic and fast-growing financial planning para planning firm seeking a highly motivated and efficient para planning Administrator to join our team. The day-to-day tasks can vary, supporting the para planning team and the review team with administration tasks.

What will the apprentice be doing?

Job Responsibilities:

• Provide administrative support to financial advisers and para planners
• Manage client files and ensure they are up-to-date
• Liaise with product providers and other third-party companies
• Assist with research and analysis for financial planning reports
• Ensure compliance with regulatory requirements
• Provide general administrative support to the team as needed

Requirements:

• Strong organisational and administrative skills
• Excellent attention to detail
• Ability to work independently and as part of a team
• Good communication and interpersonal skills
• Proficiency in Microsoft Office

What training will the apprentice take and what qualification will the apprentice get at the end?

• Level 3 Business Administration Standard
  • Training schedule has yet to be agreed. Details will be made available at a later date
• Functional skills in maths and English if required
• 5 Additional days courses with HOET

What is the expected career progression after this apprenticeship?

On successful completion of the apprenticeship programme, the successful apprentice will have increased responsibility, with opportunities to undertake exams to become an adviser or para planner.

For more information and to apply, please click here.