We are looking to recruit an Apprentice Financial Administrator

What we are offering

  • Competitive Salary
  • Flexible working hours
  • 25 Days Holiday (plus generous holiday at Christmas and Bank holidays)
  • Company Pension Scheme
  • Structured and approved Apprenticeship through Skills Edge training provider
  • Paid Study Leave
  • Paid CII Exams and Study Support/Material

Your Duties

  • Help clients and professional connections manage effectively their online portals
  • Update and maintain data and client records on our back-office system software
  • Collate and run client portfolio valuations
  • Complete applications/letters of authorities and relevant documents relating to Pensions, Savings, Investments, Protection, Trusts, Estate Planning, Long Term Care and Group Schemes within agreed timescales
  • Support Paraplanners and Advisers with their research
  • Professionally deal with new and ongoing clients, making sure any queries are dealt with in a prompt and efficient manner
  • Communicate effectively with the advisers, providers and the firm’s introducers
  • Keep knowledge up to date through our CPD programme

What we are looking for

  • Minimum Level 4 GCSE English & Maths
  • Meticulous attention to detail and accuracy
  • Ability to work efficiently and meet deadlines under pressure
  • An analytical and inquisitive individual with strong IT skills
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FOR FURTHER INFORMATION ON THIS TOPIC, PLEASE CONTACT ONE OF OUR ADVISERS

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