Financial Services Business Administration Apprentice

Calling providers chasing information Review letters to clients Client servicing Using CRMs Diary management Responsible for post, postage records and franking machine Dealing with ad hoc queries Chasing pipelines and admin centres Preparing meetings Anti-money laundering checks Working with vulnerable clients

Training:
Business Administration Level 3 Apprenticeship Standards English and Maths Functional Skills Level 2 (if required)

Training Outcome:
Possibility of permanent position upon completion

Employer Description:
C & L FinEfficiency, based in Ashford, Kent, specialises in providing specialist support services to 70+ individual financial adviser/partner practices whom are part of a FTSE100 company. We pride ourselves on delivering high-quality solutions to our clients, driving their success in the financial industry.

Working Hours :
Monday to Friday, between 9:00am and 5:00pm. Working 30 hours over 4 or 5 days.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Initiative