Apprentice Financial Services Administrator

This role will suit someone who is keen to learn the financial planning process. The Apprentice Administrator will need to ensure that their work is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business.  Duties will include:

Answering incoming calls and directing calls appropriately Processing applications, information requests and letters of authority Processing withdrawal requests Updating the back-office system Production of portfolio reports and additional client information as requested Scanning and allocating incoming post Client and provider contact

Training:
Training will be completed on line accessed from your employers address.

Training Outcome:
There is opportunity for formal development and internal progression within the company.

Employer Description:
We are a boutique financial planning firm that works with a relatively small number of clients to ensure that they live the best lives that they can with the resources they have available. We work with successful people who are coming up to or who are already in retirement.

Working Hours :
9.00am - 5.30pm, Monday - Thursday. 9.00am - 5.00pm, Friday. 1 hour lunch, office based.

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