An exciting opportunity for the right candidate to have a rewarding career in a longstanding financial services firm.

This role has a focus on reviewing data, then analysing and processing this information to produce comprehensive reports.

The role includes the following duties:

• Collating client information
• Researching investment products to create a suitable recommendation
• Writing letters to clients explaining advisor actions
• Undertaking client review paperwork
• General office duties
• Any other assistance the advisor may require
• East Sussex College are the Training Provider for this apprenticeship

Full training will be given.

Desired skills  

• The ability to review information and then communicate this clearly in written and verbal form
• Administration skills
• Computer literate
• Accuracy
• Understanding and analysing information quickly and efficiently
• Attention to detail
• Able to demonstrate initiative  

Personal qualities  

• Enthusiasm for the role
• Positive and outgoing personality
• The ability to integrate within a team  

Desired qualifications  

GCSE English & maths grade C / 4 or above (or equivalent qualifications) desirable. No minimum qualifications required, however the successful applicant will need to demonstrate a good understanding of English and communication.

Future prospect

Admin support is an important part of a successful financial services firm. Pending successful completion of the course there is the possibility of joining the firm on a permanent basis.

The industry has many avenues which can be undertaken by a candidate with enthusiasm.