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Estate Planning Administrator Apprentice

BLUEBERRY Mortgages
Pay: £136.90
Location: Dorset Dorchester United Kingdom
Category: Entry Level
Available from: Aug 2018
Finishes on: Ongoing Position
Type of work: Full Time, Indoor & Outdoor
Job reference: E02677704
2018-06-26 2018-07-21

Job Description

Duties will include:




  • Drafting letters and memoranda

  • Researching, writing, editing, proofreading documents for grammar, spelling, etc.

  • Managing and maintaining electronic and paper files

  • Overseeing independent administrative projects, as appropriate

  • Creating, preparing, and maintaining reports, spreadsheets, and databases

  • Researching questions or issues of interest and providing a report to the EPC

  • Preparing, reviewing, or collecting legal documents and information from clients as required by the EPC

  • Preparing documents relating to wealth management advice

  • Assisting Advisers and Para-planners with correspondence

  • Co-ordinating Service & Payment Agreement production and allocation

  • Providing second-line support to the Financial Planners as and when required

  • Maintenance of Intelligent Office liaising closely with the Para-planner


Personal Qualities :

  • Good time management and organisational

  • IT literate

  • Problem solving skills



Skills Required :

  • Good written and verbal communications

  • Excellent interpersonal skills and negotiating skills



Future Prospects :

Possible progression.


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