IFA Support Executive Apprentice

Take responsibility for the smooth processing and tracking of administrative tasks Ensure accurate updating of CRM system Prepare and process new business submissions, confidently using different processes and monitoring through to completion Issue Letters of Authority and check information received Complete ID checks Prepare and issue client review packs Use full range of available software, including but not limited to Microsoft Office, Professional Adviser, BAT Respond to client enquiries in a timely manner Keep up to date with changes that affect your role and adapt processes and procedures accordingly Interact and work closely with the rest of the support team to ensure a consistent approach Liaise with Clients, IFAs, Professional Intermediaries and Providers Be fully prepared to undertake any project work or ad hoc tasks required, taking ownership of the end-to-end process and outcomes

Training:
Financial Services Administrator Level 3 Apprenticeship Standard

Training Outcome:
We actively promote talent internally and encourage employees to build a career with us Full support available to progress with relevant financial services qualifications

Employer Description:
Adanac Financial Services was established in 2002. Its foundations are built on demand for a firm that understands and specialises in the needs of solicitors, accountants and and their clients as well as providing high quality and bespoke independent financial advice to our private and business clients. We provide a comprehensive range of advice across Pensions, Investments, Protection and Tax planning. Promoting a friendly culture based around working together to achieve the best results. Along with promoting talent internally we actively encourage employees to build a career with us.

Working Hours :
Monday - Friday, 09:00 - 17:00, 1 hour lunch.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Initiative