Apprenticeship - Office administrator for Financial Services

Coordinating office activites and working with a Senior Administrator and in house Financial Advisers Handling internal and expernal phone calls and correspondence Overseeing day-to-day office functioning Provide support to Management Use of CRM systems, data input and output Preparation and working with third parties to assist in client reporting Filing and scanning documents The use of third parties software

Training:
Financial Services Administrator Level 3 Apprenticeship Standard All training to be provided at 7 Oaktree Place,  Exeter EX2 8WA Online and assisted with third parties

Training Outcome:
An excellent opportunity to progress to either a Paraplanner or Financial Planner specialising in certain areas specific to Financial Planning,  for both individual and corporate clients

Employer Description:
Bespoke Financial Guidance Ltd is an established financial planning practice and established for over 18 years. Providing advice to clients throughout the UK. We are part of a FTSE 100 company and the largest network of Financial Advisers in the UK.

Working Hours :
Monday - Friday, 09:00 - 17:00

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working,Initiative