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About the apprenticeship
This is an excellent opportunity for someone wanting to carve out a career within Financial Services.
The apprentice will join our administration team, which supports our team of independent financial planners. Primarily the main duties will be as follows: The role will be 9-5 Monday to Friday (35 hours per week). The apprentice would secure a salary of between £13 - £16,000 pa, dependent on experience and qualifications.
- Meet and greet clients
- Prepare client valuations
- Processing new business
- Processing Risk Profiling documents
- Preparing client review packs
- Liaising with product providers
- Maintaining accurate client records on various systems
Upon successful completion of the apprenticeship a permanent full time position will be offered.