Financial Services Administrator Apprentice

Provide full administrative support to all members of staff, liaising with corporate and private clients, screening telephone calls and handling them appropriately, deal with paperwork according to office policies including scanning and shredding. 

Daily tasks will involve:

Deal with correspondence and write letters Updating client information Support administration team with the submission of new business Support paraplanners in day-to-day role

Training:

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

Training Outcome:

Progress to Paraplanner Apprenticeship with support from the company.

Employer Description:

Indepedent Financial Advisers specialising in Life, Pensions and Investment Advice.

Working Hours :
Monday - Thursday 9.00am - 5.00pm (1-hour lunch break) Friday - 9.00am - 4.30pm (30-minutes lunch)

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