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Financial Administrator Apprentice

1 month ago

Altrincham, United Kingdom MetaGedu Full time

Opportunity information

Salary £12000 per year
Duration 15 months
Advert closing date 01/09/2023

Description

A fantastic opportunity to join a vibrant and successful company.

We are seeking an enthusiastic Financial Administrator Apprentice to support our team.

**Key responsibilities and accountabilities are**:

- Updating our CRM and systems adhering to both new advice and ongoing client servicing and engagement processes
- Creating, lodging & effective management of Letters of Authority
- Product provider contact to obtain valuations/product information
- Completing product research and generating illustrations for all new and top-up business
- Close liaison with all team members to ensure all business processes run smoothly and effectively
- Troubleshooting and problem solving when relevant
- Completion of any other administrative tasks that fall within the team to include post management, shredding, scanning and indexing, servicing event management
- Understanding and adhering to the compliance and system practices, regulatory requirements and complying with all relevant procedures, including the completion of any mandatory training.
- Prepare for client meetings for the Financial Advisers
- Dealing with clients on the phone or even face-to-face at times
- General office duties

Entry requirements
- GCSE at C grade or equivalent in English & Maths,
- Driving license is desirable

Training to be provided

Functional skills level 2 in Maths and English

Things to consider

Starting salary £12,000 per annum

Skills required

Array

Future prospects

Excellent career opportunities within the organisation

Hours per week 38
Working week Monday to Thursday 9am to 5pm. Friday 9am to 3pm
Apprenticeship standard Financial services administrator (Level 3)

Altrincham,, United Kingdom, WA14 2XP

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