Business Administrator Apprentice

The key tasks of the Administrator include:

The updating of client records from fact finds and meeting notes Liaise with product providers, extracting and analysing details of existing pensions and investments to be transferred Completing new business applications – to include preparation of illustrations and forms Administering the withdrawal of funds Completing fund switches/buys Completing the administration of existing plans Providing client valuations and review letters Completing Cashflow Modelling Completing fund and product research Administering the risk profiling of clients Completing suitability report preparation Liaising with introducers, production of reports and ad hoc tasks to support sister companies within the group

Key Skills:

Previous experience in administration processes would be an advantage Knowledge of pensions, investments and tax would be an advantage You will be articulate, a good communicator and have excellent organisational skills The ability to work within an established team structure The ability to prioritise your workload Hold a good attention to detail Solid numeracy and literacy skills essential

Training Outcome:
Funding for industry exams Development towards Advisor role Development towards roles in sister companies (Mortgage and Specialist lending)

Employer Description:
Financial Planning – Investment and Pensions advice

Working Hours :
Monday to Friday 9:00 – 17:30 with a 60-minute lunch.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Articulate,Able to priortise,Numeracy and Literacy skills