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Wealth Management Administration Apprentice

3 months ago

Northampton, Northamptonshire, United Kingdom starting off Full time
My client is a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm.

They are offering an exciting and varied role working within the Wealth Management department to support and assist the team across a broad range of administration duties, including but not limited to:

  • Managing phone calls/visitors coming into the building in a polite and professional manner.
  • Dealing with the daily post.
  • Completing valuations of client portfolios.
  • Setting up and maintaining client files and ensuring all paperwork is filed / scanned correctly.
  • Adding new clients onto backoffice system and creating tasks, as required.
  • Following up all faxes and forms sent, to confirm safe receipt and anticipated turnaround time.
  • Ensuring the cheque register is kept up to date and is accurate.
  • Maintaining records of all client and administrative contact; retaining on file and inputting on backoffice system.
  • Other general office duties.
Personal Specification

  • Have (or be predicted to achieve) at least 5 GSCE's grade 4 to 9 including English and Math's.
  • Great communication skills (verbal and written).
  • Strong attention to detail.
  • Be selfmotivated and able to work as part of a close team.
This role will be supported by Starting Offs Level 3 Business Administrator qualification and 20% off-the-job training.

After the apprenticeship there is also potential to move on to industry qualifications. They champion internal promotion and actively encourage Their team to achieve their career aspirations.

Job Types:
Full-time, Apprenticeship

Salary:
£14,000.00 per year

Benefits:

  • Company pension
  • Onsite gym
  • Onsite parking

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Northampton: reliably commute or plan to relocate before starting work (required)

Education:

  • GCSE or equivalent (preferred)

Experience:

  • Customer service: 1 year (preferred)
  • Administrative experience: 1 year (preferred)

Language:

  • English (preferred)

Licence/Certification:

  • Driving Licence (preferred)

Work Location:
In person