Apprentice Administrator

Scanning incoming post and attaching to the client file Preparing outgoing post to be sent Speaking to insurance companies for updates on outstanding issues Keeping the client records up to date

Training:
Business Administration Level 3  On and off the job training and location to be confirmed

Training Outcome:
Financial Services Administrator Paraplanner Financial Planner / Adviser

Employer Description:
Moffatt Financial Planning has been providing financial advice since 1967. We’ve helped clients of all types including private individuals, small businesses and medium sized companies.

Working Hours :
Monday to Friday, 9am to 5pm, with one hour for lunch.

Skills:
Communication skills,IT skills,Attention to detail,Team working