Financial Services Administration Assistant Apprentice

The role will include:

Covering reception Dealing with new and existing customers via the telephone and face to face Sending and responding to emails Use of multiple IT packages  Provide admin and clerical support Produce accurate records and documents Maintains records and Files Requesting, chasing and verifying information

Training:

Training is completed online based at the employer's address. 

Training Outcome:

Continued employment and further professional development.

Employer Description:

Money Matters FS Ltd provides a friendly and professional financial planning service to new and existing clients, and we are extremely proud of our reputation and customer satisfaction levels.

As Independent Financial Advisers advise on all areas of a financial planning. We advise clients either face to face or from the comfort of their own home via phone, email or video call.

Working Hours :
Monday to Friday 9am to 5pm. 30 mins for lunch.

Skills:
Communication skills,IT skills,Team working