Apprentice Financial Planning Administrator
other jobs Service Service Employment Agency Limited
Added before 2 Days
- England,East of England,Norfolk
- Full Time, Permanent
- £20,000 - £25,000 per annum
Job Description:
Full job descriptionMy client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.
My client is looking for a recent college leaver (A Level and above) or University graduate looking to join the Financial Services sector, you will have a keen interest in joining the Financial Services sector and exhibit a strong desire to personally develop yourself through relevant (R0) exams whilst forging out a career in Financial Services.
Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).
Total Hours per week -37.5 hours
Main Responsibilities
Summary of Role
You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.
Handle day to day post routines including: -
*Scanning and filing relevant post
*Franking and preparing post out
General Office Duties including: -
*Answering calls and taking messages
*Dealing with client queries
*Updating ’task’ management system
*Updating my clients back-office system
*Welcoming visitors, making refreshments
*Managing adviser’s appointments
Adviser Support including: -
*Requesting and collating plan information
*Assisting in client meeting preparation
*Preparing client letters and illustrations
*Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including: -
*Producing and sending portfolio reports to clients
*Preparing review documents for adviser
*Preparing fund performance information
Trading and New Business Processing including: -
*On-line submission of pension and investment applications
*Buying and selling trades on Investment Platforms
*Submitting client’s income requirements
*Fund switch trading on investment platforms
*Checking completion of all trades
*Medical underwriting applications with clients for life cover
Qualification Requirement
*Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
*Desirable – A Levels - 2 subjects C or above or equivalent
Desired skills and personal qualities
*Communication skills
*Attention to detail
*Problem solving skills
*Presentation skills
*Administrative skills
*Analytical skills
*Team working
*Patience
Benefits Package:-
*A starting salary of £21,000 - £25,000
*Bonus scheme
*Death in Service
*Pension Contributions
*25 days holiday
My client is looking for a recent college leaver (A Level and above) or University graduate looking to join the Financial Services sector, you will have a keen interest in joining the Financial Services sector and exhibit a strong desire to personally develop yourself through relevant (R0) exams whilst forging out a career in Financial Services.
Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).
Total Hours per week -37.5 hours
Main Responsibilities
Summary of Role
You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.
Handle day to day post routines including: -
*Scanning and filing relevant post
*Franking and preparing post out
General Office Duties including: -
*Answering calls and taking messages
*Dealing with client queries
*Updating ’task’ management system
*Updating my clients back-office system
*Welcoming visitors, making refreshments
*Managing adviser’s appointments
Adviser Support including: -
*Requesting and collating plan information
*Assisting in client meeting preparation
*Preparing client letters and illustrations
*Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including: -
*Producing and sending portfolio reports to clients
*Preparing review documents for adviser
*Preparing fund performance information
Trading and New Business Processing including: -
*On-line submission of pension and investment applications
*Buying and selling trades on Investment Platforms
*Submitting client’s income requirements
*Fund switch trading on investment platforms
*Checking completion of all trades
*Medical underwriting applications with clients for life cover
Qualification Requirement
*Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
*Desirable – A Levels - 2 subjects C or above or equivalent
Desired skills and personal qualities
*Communication skills
*Attention to detail
*Problem solving skills
*Presentation skills
*Administrative skills
*Analytical skills
*Team working
*Patience
Benefits Package:-
*A starting salary of £21,000 - £25,000
*Bonus scheme
*Death in Service
*Pension Contributions
*25 days holiday
Job number 3744986
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Service Service Employment Agency Limited
And more importantly, we understand our clients. Our belief is that everyone should be treated as we would like to be treated ourselves. This is true ...