Adviser Support Administrator Apprentice

Core responsibilities:

Working one on one with our existing advisers, carrying out a range of duties throughout the full advice and client servicing processes including:

Liaising with clients and third parties Preparing relevant compliance documents Analysing recommendations for new plans and existing client holdings Ensure appropriate data is accurately recorded within the CRM systems used and updated in line within our company processes

Key attributes:

Personable Excellent written and verbal communication skills Desire to provide high standard of service to our clients Ability to work in a team whilst managing your own time and workload A keen interest in personal finance and investments Ability to work under pressure and time constraints Commitment to continued professional development

Training:

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation: SKILLS EDGE TRAINING LTD.

Your training course: Financial services administrator.

Equal to Level 3 (A level).

Training Outcome:

Post apprenticeship - professional qualifications, career progression, uncapped earnings in adviser role.

Employer Description:

A Wealth Management practice based in The City of London, providing holistic financial planning to individuals, families and businesses.

Working Hours :
Monday - Friday: 8.30am - 5.30pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Personable,High standard of service,Interest in Financial Services,Able to work under pressure