Financial Services Apprenticeship

Provide high level technical and administrative support to the Practice Ensure that files are complete with all required client identification documentation and necessary application forms Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM Process applications accurately and record the required management information Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills Meeting and greeting clients and visitors to the Practice Running reports and illustrations and collating key data Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales Progressing applications with product providers, chasing up Letters of Authority Producing templated client letters and reports

Full Training Will be Given On All Of The Above

Training:
All training will take place in house

Training Outcome:
There are many avenues, such as Paraplaning, Advising or Operations which could arise from this role

Employer Description:
Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of every-thing we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individual

Working Hours :
Monday to Friday 9am- 5pm

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,Patience