Apprentice Financial Service Administrator

This role includes supporting the Practice to ensure that our relationships with clients can be optimised and assist with daily operation of the office. The responsibilities in the role are to:

Provide administrative support to the Practice Ensure that files are complete with all required client identification documentation and necessary application forms Learning the pre-meeting preparation and post-meeting follow-up requirements, including accurately updating client files on Salesforce CRM Process applications accurately and record the required management information Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills Meeting and greeting clients and visitors to the Practice Liaison with SJP Admin Centres, providing information required to complete transactions within specific

Training:

The training will take place in the workplace and will consist of the following:

You will be assigned a number of workplaced mentors at De Mellow and Co to support your journey on programme You will also received expert support from our industry specialist tutor

Training Outcome:

De Mellow and Co are fully committed to develop its workforce. We offer full industry specific qualification which inturn allows our staff to develop their own careers with us.

For the right candidate, and on completion of this apprenticeship there may be the opportunity to train towards becoming a fully qualified Paraplanner or Financial Advsior. 

Employer Description:
We were founded in 1990 by Chris de Mellow, with a simple goal – to provide accessible and easy to understand wealth management advice that looks after clients and their loved ones. It is a family focused ethos that is reflected in every aspect of our financial advice, services and support. As a family-run business, we appreciate the importance of a steady, reassuring and guiding hand and treat our clients as extended members of our own family. We understand the importance of long-term security and reassurance and work with you to make sure that both you and your loved ones are as prepared for any eventuality in life as you can be. We won’t just help you make your money grow. We’ll help you to as well, because that’s what families do. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Working Hours :
The hours are from 9.00am - 5.00pm Monday - Thursday and then on a Friday. The working hours are 9.00am - 4.00pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness