We are looking for the right candidate to join our Wealth Management team as a Wealth Support Administrator (Apprentice).
The role will be to provide suitable technical support to the team and take overall responsibility for the administrative process, whilst operating at all times within the compliance and internal procedures of the firm. Other duties include:
Administration, such as photocopying, answering telephones, maintaining the filing system and sorting post
Effective communication with product providers
Assist the Advisers with their diaries and time management
Liaising and working closely with dedicated Para-Planners
Data input to the back office systems
Set up client files and ensure checklists are completed accurately
Issuing policy documents and correspond with providers
Preparation of portfolio valuations
Chasing work through to completion
Maintaining case schedules in a timely manner
Understanding and apply all aspects of the firms approach to treating customers fairly
Attention to detail
Excellent communication skills both verbal and written
Good I.T. skills including Word, Excel and e-mail
Friendly, outgoing and confident to speak to customers face to face and over the phone
To work under own initiative and prioritise work effectively
Willing to learn and develop
Please note this is a 12 month fixed term contract.
If you are interested, and would like to apply for this role, please send your CV and covering letter to firstname.lastname@example.org.