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Business Support Administration Apprentice

4 months ago

Glasgow, 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 smooth-out 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.”