Job Description

Responsibilities for the IFA Administrator Apprentice may include:

  • Using specific investment software,
  • Assisting in interactions with third parties,
  • Processing and updating information on a database,
  • Assisting in meetings and prep,
  • Update and monitor information on client accounts,
  • Communicate with internal and external parties,
  • Provide support to the department,
  • Take part in training and development exercises.

The apprentice will be expected to dedicate themselves to the work required for their qualification.

The Successful Applicant

Page always accepts applications from those of various backgrounds, however, due to the requirements of this specific apprenticeship, some people may not be able to begin this apprenticeship.

Please bear this in mind while moving forward. Applications will not be automatically screened, but we simply would not be able to place anyone in this role if they do not have some evidence of some prior success in an academic environment. Level 3 qualifications of any kind will be required to qualify for this role.

Our client is looking for someone who is driven, career-focused, willing to succeed and also confident in performing various duties around the office.

What’s on Offer

This is a fantastic career move, and could advance a career by years.

On offer is a Permanent, Full-Time, Monday-Friday, 9 AM – 5:30 PM role in a really supportive financial services environment.

Key benefits include:

  • 4x Life Assurance,
  • Permanent Health Insurance
  • 25+ Days Holiday,
  • Pension Contributions
  • Various perks.