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Business Support Administration Apprentice

4 months ago

Glasgow, Glasgow City, United Kingdom QA Apprenticeships Full time

Why Caledonian Financial Management?
Caledonian Financial Management are a firm of highly qualified Financial Advisors based in East Kilbride. An exciting opportunity has arisen for a Business Support Administration Apprentice to join the team.

  • Salary £20,000 per annum


 Working hours
  • Monday
  • Thursday 9:00 17:00, Monday
  • Friday 9:00 16:00

What will you be doing within the role?

Business Implementation:

  • Process new business and track to completion.
  • Prepare illustrations and key documents in line with adviser recommendations.
  • Preparation of new business Suitability Reports for completion by Client Support Executive (CSE).
  • Client Management:
  • Dealing with client enquiries.

Diary management:

  • Manage own diary and liaise with CSE to ensure new business documentation is prepared within agreed timescales, to smoothout cyclical peaks and troughs in the business operation.
  • Maintaining compliant client records (files):
  • Maintain up to date client record management system (iO) in a timely manner.

Additional tasks:

  • Prepare the client review meeting lists on a monthly basis.
  • Gather and collate month end figures.
  • Mail (incoming/outgoing) / scanning / photocopying / faxing.
  • Any other duties to suit the exigencies of the business.

What skills and qualities should you have?

  • Remaining compliant at all times.
  • Maintain and develop skills and knowledge via Continuing Professional Development (CPD).
  • Ability to manage own workload.
  • Excellent attention to detail.
  • Ability to work under pressure to meet specific time deadlines.
  • Good communication skills and telephone manner.
  • Articulate, numerate and ability to maintain the highest degree of integrity and confidentiality.
  • Drive, desire, and commitment to progress personally within Financial Services.

Benefits:

  • Salary increase to £21k after completion of apprenticeship.
  • Opportunity to go on and study for other financial services qualifications.
  • Room for progression.
  • Pension scheme.
  • Death in service setup.

Important Information
"QA's apprenticeship programmes may be funded in part by the European Union through the European Social Fund, which supports the development of employment opportunities and a skilled workforce."