Job Vacancy

At Allotts we look for enthusiasm, commitment and customer focus in all our people, because we’re proud of the standards we work to and the training we provide. We also offer competitive salaries and flexible working hours.

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FSD Administrator Apprentice

Immediate Start

Full time 37.5 hpw

Weekly Wage £131.25

12 months Apprenticeship Duration



Job Purpose

Provide an efficient support and administration service for the multi-functional team of Private Client Advisers, whom provide advice to both Retail & Corporate clients on a range of services including, Valuations, Anti-Money Laundering, control of assets, Office Service functions.

Apprenticeship summary

  • Point of contact internally and externally
  • Establishing client relations and processing client and provider queries
  • Effectively communicating via telephone, email or letter
  • Processing new business
  • Ensuring file checklist is complete to ensure compliant files
  • Preparing valuations and other required information and documentation prior to client meetings
  • Maintaining back office system with accurate data

Requirements and prospects

Desired skills

  • Competent in Microsoft packages
  • Confident on the phone
  • Good organisational skills
  • To be able to prioritise workloads
  • Good written communication
  • The ability to use own initiative
  • Motivated and enthusiastic

Personal qualities

  • Loyal
  • Committed
  • Hard working
  • Enthusiastic
  • Team player
  • Good time keeping
  • Willingness to learn new skills
  • Positive attitude

Qualifications required

  • 5 GCSE’s A-C inc Maths & English (or equivalent)

Future prospects

  • Upon completion of the apprenticeship, this company will be looking to keep the apprentice on full time. There will also be the potential to progress onto higher level apprenticeships or qualifications supported by Allotts Financial Services Ltd

Require Further Information

For further information and an application form please Contact Debbie Bonewell on 01709 828400 or email

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