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Apprentice Financial Administrator Level 3

PENTINS FINANCIAL PLANNERS LTD
Pay: £200.00
Location: Kent Canterbury United Kingdom
Category: Entry Level
Available from: Mar 2021
Finishes on: Ongoing Position
Type of work: Full Time, Indoor & Outdoor
Job reference: E03666780
2021-01-19 2021-03-01

Job Description

Working under the supervision of the Office Manager within our Paraplanner and Administration team, the role involves:




  • Dealing with enquiries by telephone and email

  • Logging and scanning correspondence

  • Updating and maintaining client databases and systems

  • Performing benefit calculations

  • Preparing letters, reports, quotations and other paperwork

  • Preparing and coordinating mailings and meeting packs

  • Liaising with external organisations and insurance companies

  • Maintaining accurate records in respect of actions taken, to ensure that the process is efficient

  • Carry out any other duties requested by line manager to assist with general office duties and to develop the apprentice to their full potential


Personal Qualities :

  • An interest in finance/investments/insurance

  • Willing to learn and be open-minded

  • An inquisitive mind and willlingness to ask questions

  • Willing to show initiative

  • Enthusiastic

  • A positive attitude



Skills Required :

  • Attention to detail

  • Strong written and spoken communication skills

  • Good IT Literacy

  • Good organisational skills



Future Prospects :

  • We would like the apprentice, on completion of the course and relevant training, to become a full-time employee and continue their career development with us


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