Financial Services Administration Apprentice

The successful applicant will be joining our existing admin team to work alongside them as follows:

Working as part of a professional team alongside the advisers and paraplanners to provide clients with a professional on-going Financial Planning experience Processing individual new business applications and tracking the progress up to completion Dealing with providers and clients to obtain relevant policy information and documentation General day to day servicing and upkeep of client’s existing business Dealing with clients and insurers on behalf of the advisers Producing accurate valuations and letters for clients Efficient and accurate diary management – monitoring, updating and chasing regularly Complying at all times with Compliance, Training & Competence, Complaints, Data Protection and office procedures Opening, sorting and distributing post and collection of post at the end of the day Answering the telephone, dealing with calls appropriately either by themself or directing the call to the appropriate member of staff or by taking accurate and detailed messages Scanning

Training:

You will access your training online from the employers site address.

Training Outcome:

We would be looking to offer a permanent role based on the skills learnt over the apprenticeship. There will also be the opportunity to gain professional financial services qualifications.

Employer Description:
We are a family run Chartered Financial Planning firm and offer excellent independent financial advice and service to our clients at all times. We deal with individual and corporate clients and deal in retirement planning, investments, tax planning and also mortgages and life cover.

Working Hours :
Monday to Friday 9am to 5.30pm with 1 hour for lunch (unpaid)

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