Apprentice Practice Administrator
COLE FINANCIAL ASSOCIATES LIMITED · South East · TN15 8PB
About the role
Job Title: Junior Practice Support Assistant 🚀
About the Role:
Are you ready to dive into the world of financial services and kickstart your career? We're looking for an ambitious and organized Junior Practice Support Assistant to join our dynamic team! This is an incredible opportunity to learn the ropes from experienced professionals, gain valuable skills, and contribute to the smooth running of our practice. You'll be front and center, supporting our Practice Manager and Financial Advisors in all things client-facing and daily operations. Get ready for a learning journey that will set you up for success! ✨
What You'll Be Doing:
- Be the go-to support for our Practice Manager and Financial Advisors with client interactions. 🤝
- Keep the office humming smoothly with your involvement in daily operations. 📈
- Master new processes and procedures – you’ll be learning on the job! 🧠
- Get hands-on with Sales Force, our customer database, and become a pro! 💻
- Prepare essential client meeting packs and vital documentation for our Advisors. 📄
- Keep our systems up-to-date and accurate. ✅
- Collaborate closely with our practice support team and attend team meetings. 👥
- Take on exciting new responsibilities as you grow and develop your skills. 🌱
- Dedicate approximately 7.5 hours per week to exciting off-the-job training for your qualification. 📚
What You'll Gain:
- Real-world experience in a professional office environment.
- Exposure to the financial services industry.
- Hands-on training in essential software like Sales Force.
- The chance to build a strong foundation for your future career. 🌟
Key responsibilities
- Supporting the Practice Manager and Financial Advisors with client-facing activities
- Assisting in the daily operation of the office
- Preparing client meeting packs and documentation for Advisors
- Updating systems