Wealth Management Admin Apprentice

Managing phone calls/visitors coming into the building in a polite and professional manner Dealing with the daily post Completing valuations of client portfolios Setting up and maintaining client files and ensuring all paperwork is filed / scanned correctly Adding new clients onto back-office system and creating tasks, as required Day to day processing of application forms and administration forms for Wealth Management Following up all faxes and forms sent, to confirm safe receipt and anticipated turnaround time Ensuring the cheque register is kept up to date and is accurate Maintaining records of all client and administrative contact; retaining on file and inputting on back-office system Other general office duties

This is by no means an exhaustive list and maybe subject to change to suit the needs of the business.

Personal Specification:

Have (or be predicted to achieve) at least 5 GSCE’s grade 4 to 9 including English and math’s Great communication skills (verbal and written) Strong attention to detail Be self-motivated and able to work as part of a close team

This role will be supported by Starting Offs Level 3 Business Administrator qualification and 20% off-the-job training.

After the apprenticeship there is also potential to move on to industry qualifications. They champion internal promotion and actively encourage Their team to achieve their career aspirations.

Training:
Level 3 Business Administration Remote training delivery Onefile VLE 6 hours of dedicated training time every week 

Training Outcome:
Possible full time permanent position upon completion of the apprenticeship

Employer Description:

A Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm. They are offering an exciting and varied role working within the Wealth Management department to support and assist the team across a broad range of administration duties, they are now looking for 2 apprentices to join their friendly team in Northampton.

Working Hours :
Monday to Friday, 09:00 - 17:30 with 1 hour for lunch.

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