Financial Services Apprentice
2 weeks ago
- Supporting the wider team with document management using their in-house system Enable with client details
- Becoming the first point of contact for customer and client queries and colleagues relating to any client information
- You will be responsible for managing finance documents and information for each client
- Assisting with the creation of client valuations
- Working in collaboration with the advisors to manage their diaries and setting up meetings
- Using online shared drives and client portals to update the database with information daily, through Enable
- Using Excel to run financial reports in regards to current jobs
- Scanning documents onto the Enable management system
- Using Microsoft packages as part of your daily routine you will be updating spreadsheets and emailing with Outlook
- Excellent attention to detail
- Great communicators who listen to and understand our customers
- Pension scheme
- Full time role on completion of apprenticeship
- Further development within Financial Services
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Financial Services Apprentice
7 days ago
Edinburgh, Edinburgh, United Kingdom QA LIMITED Full timeWhy Johnston Financial?Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients' assets.They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town ; This company...
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Financial Services Apprentice
2 weeks ago
Edinburgh, United Kingdom QA LIMITED Full timeWhy Johnston Financial?Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients’ assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town ; This...
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Financial Services Apprentice
2 weeks ago
edinburgh, United Kingdom QA LIMITED Full timeWhy Johnston Financial?Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients' assets.They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town ; This company...
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Financial Services Apprentice
2 days ago
Edinburgh, United Kingdom QA Limited Full timeWhy Johnston Financial?Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients’ assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town offices. ...
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