Trainee Administrator Apprentice

• Provide day-to-day administrative support to the team
• Assist with processing new business applications under supervision
• Support the monitoring of applications through to completion
• Help maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office)
• Act as a first point of contact for clients and visitors in a professional manner

Assist with reception duties including:

• Answering telephones and directing calls
• Managing incoming and outgoing post
• Scanning and filing documents
• Greeting and assisting visitors
• Support the administration of client investments and withdrawals
• Assist in preparing client documentation, including valuation reports
• Liaise with providers and third parties under guidance from senior team members
• Ensure all tasks are carried out in line with company procedures
• Support adherence to Compliance, Treating Customers Fairly (TCF), SMCR, Anti-Money Laundering (AML), and FCA regulations
• Maintain accurate records to support audit and compliance requirements
• Assist with a variety of ad-hoc administrative tasks
• Work collaboratively with colleagues to support team objectives
• Continuously learn and develop knowledge of systems, processes, and industry practices

A full-time permanent contract is highly likely upon completion of the apprenticeship.

At Liberate Wealth, we are passionate about financial advice and believe everyone should be empowered to reach their financial goals. Our decades of financial planning and wealth management expertise means we are well placed to help you achieve your financial freedom.