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Financial Services Administrator Apprentice

Cfs Wealth Management Llp
Pay: £175.00 Text
Location: Buckinghamshire Olney United Kingdom
Category: Entry Level
Available from: May 2018
Finishes on: Ongoing Position
Type of work: Full Time, Indoor & Outdoor
Job reference: E02626159
2018-04-11 2018-05-14

Job Description

Initially:




  • Handling incoming and outgoing telephone calls to clients and administration centres. Deal with queries arising from these calls.

  • Post in and out. Scanning and forwarding to relevant parties

  • Attending Practice meetings and taking minutes

  • Accurately prepare valuations and other paperwork for advisers to take to client meetings

  • Proactively contact existing clients to arrange annual review meetings and keep accurate records of contact

  • Support the other members of the administration team in the pursuit of their duties.

  • Run periodic marketing campaigns (e.g. Christmas Cards or ISA campaign) using Excel and Word.

  • Submit Application Forms and associated paperwork to administration centre either manually or electronically as required

  • Write summary letter to clients following review meetings

  • Use I.T. systems to facilitate client fund switch requests



When qualified:




  • Above duties and Support Technical Consultant with accurately documenting the advice process.



 



 


Personal Qualities :

Friendly, Discrete, Outgoing, Confident, Team player, Resilient



Skills Required :

  • Excellent communication skills both telephone and face to face

  • IT skills to include Excel and Word

  • Candidate must be discrete and not share sensitive client information

  • High standard of Literacy and Numeracy

  • Strong attention to detail

  • Confident, courteous and diligent

  • Resourceful and able to use own initiative



Future Prospects :

Progression to level 4 qualification and, for the right candidate, the possibility of becoming an adviser in the future.


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