Investment and Pension Administrator Apprentice

Open and distribute the post (stamp dating if necessary) and scanning it on to the database daily Be responsible for the Royal mail post including taking the post to the post box on a rota basis Answering the phone, being able to take messages and pass on to the appropriate person Answering the door and greeting any visitors to the building, making sure that all visitors comply with site regulations Keep company database up to date Registers and logs kept up to date Make refreshments as required Use of office equipment including scanner, printer, copier, binder, shredder and franking machine Communicate with colleagues on compliance matters as they arise highlighting any areas of specific interest Working towards providing a professional level of administrative support to the Financial Advisers Working towards processing investment and pension cases ensuring they are fully compliant with both the company and provider requirements Assist the Office Manager on administrative or office-based tasks Take an appropriate role in any seminars and events arranged by the company Take an appropriate role in any seminars and events arranged by the company

Training:
Level 3 Busines Administrator Apprenticeship Standard Remote training delivery Onefile VLE 6 hours of dedicated training time every week

Training Outcome:
Possible full time permanent position upon completion of the apprenticeship

Employer Description:
The company are independent financial advisors that offer a range of financial services including investments, mortgages and pensions. With the head office in Kettering, they are now looking for a Investment and Pension administrator apprentice to join their friendly team in Kettering, Northants.

Working Hours :
Monday - Friday, 9.00am - 5.00pm with one hour lunch

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