Business Administrator Apprentice
Contacting providers to obtain valuations for clients, this can be over the phone, via email or via an online portal.
Contacting clients to make appointments for upcoming reviews and scheduling them in based on the Advisor’s availability.
Updating the valuation spreadsheet with up to date values.
Checking clients ID is still valid.
Preparing a review spreadsheet with values specific to each client based on a template.
Gathering Factsheets, Key Information Documents and Fair Value Assessment documents from providers.
Printing documents ready for review and liaising with the Advisors to ensure all documents are in a file and ready to be presented.
Updating client fact finds as per the notes from the review meeting.
Completing the post review letter.
Chasing commissions to ensure that payment is being received for all ongoing cases.
Handling the office post.
Transposing notes from a Dictaphone where necessary.
Dealing with general enquiries and answering the phone.
Updating Microsoft Teams Planner.
Training Outcome:
We are keen to find an apprentice who fits in well with the team and would ideally want someone who would be with us for the long run. There are opportunities to grow and qualify further depending.
Employer Description:
Established in 2016, we are backed by over 40 years experience in the financial services industry. Our aim is to give our clients a personal, professional service they can trust, as we continue to help clients past, present and future with their financial planning needs. We offer holistic financial planning to help clients make sense of an ever more complicated financial world. Whilst being a small company, we are backed by a large and comprehensive support network. As apart of the 2plan network, Help For Wealth is able to draw on the support of expert experience and knowledge within the financial sector, polishing the service we can provide to clients.
Working Hours :
Monday - Friday Shifts to be disclosed
Skills:
Communication skills,Attention to detail,Customer care skills,Administrative skills,Initiative