Financial Services Administration Apprentice

About the role

🚀 Junior Administrator - Financial Advice Support 🚀

Ready to kickstart your career in a dynamic and rewarding field? We're looking for motivated individuals to join our team and learn the ropes of supporting regulated financial advice. This is your chance to gain valuable skills and grow with us! 🌱

What You'll Be Doing (Key Duties & Responsibilities):

• Helping to get client meeting packs ready 📁
• Keeping client records up-to-date and accurate 💯
• Downloading and printing important stuff like applications and factsheets 📄
• Connecting with insurers, fund managers, and other pros 🤝
• Creating and printing mail merges ✉️
• Organizing and saving documents digitally (e-filing & cloud storage) ☁️
• Scanning, printing, and filing documents efficiently 🗂️
• Drafting simple letters and correspondence ✍️
• Scheduling client meetings 🗓️
• Inputting data into our internal IT systems 💻
• Putting together report packs 📊
• Handling general inquiry calls with a smile 😊
• Keeping an eye on and ordering office supplies ✏️
• Lending a hand to Advisers and Administrators with daily tasks 👍

Your General Responsibilities:

• Answering incoming calls professionally and courteously 📞
• Supporting the business's growth and admin needs 💪
• Logging all calls and emails in our CRM system (compliance is key!) ✅
• Securely shredding confidential information 🔒
• Helping to keep our office tidy and looking sharp ✨

Key responsibilities

• Assisting with the preparation of client meeting packs
• Maintaining and updating client records
• Liaising with insurers, fund managers, and other professionals as required
• Data entry using internal IT systems
• Answering incoming telephone calls in a professional and courteous manner