Wealth Management Administrator Apprentice

All aspects of new business- from gathering forms to processing transfers through to fruition Arranging client withdrawals/ dealing instructions Gathering client information as and when required Meeting packs for all advisers Client valuations/ illustrations Meet and greet clients Answering the phones as first point of client contact  Answering client queries Back office database entry and maintenance General office duties such as scanning, post in and out, tidying meeting rooms, making client drinks

Training:
You will access your training online from the employers site address

Training Outcome:
Support with all CII exams to aid progression Looking to progress within either the administrative sector or adviser sector

Employer Description:

Walden Capital is a Chartered Financial Planning & Wealth Management company providing inspired financial thinking, bespoke planning and an assured service to a number of private clients, families and businesses.

Our aim is to ensure that our clients received the best possible advice to enable them to build and protect their wealth in the most efficient manner. We offer an assured service which is highly personalised and truly professional.

Working Hours :
Monday to Friday 9.00am- 5.30pm with a 1 hour lunch.

Skills:
Communication skills,IT skills,Organisation skills,Customer care skills,Administrative skills,Team working,Interest in Financial Services,Microsoft Office