Administration Apprentice
6 days ago
Our client are experienced and professionally qualified financial advisers. They offer a complete financial advice service and some of the best available financial products based on their customers’ needs and circumstances. They do this by first understandingthe customers financial needs and priorities and then designing solutions to meet them. They start with a full financial review appointment, where they consider every aspect of their customers financial situation and provide the customer with personalisedcomprehensive advice.
As an Administrator / Paraplanner you will be responsible for working closely with our clients and existing advisors. You will engage with the advisor in the first instance to ensure you have the required information in order to work on.
Working alongside other administrators you will work as part of a team to support the processing of new business and requests from existing clients in all aspects of financial advice. On occasion you will be expected to speak to clients & product providersto gather information so a professional phone manner is essential.
Some of the duties include:
- Creating and preparing client reviews
- Data entry
- Pulling information and collating it into a report form
- Arranging a follow up review
- Ad Hoc duties
- Developing close, long term relationships with our advisors & clients.
- Working closely with other members of the support team to ensure administration and paraplanning tasks are completed in a timely manner.
- Liaise with compliance to ensure cases are approved when required
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Office Administrator Apprentice
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