Financial Services Administration Apprentice

About the role

✨ Junior Financial Administrator ✨

Ready to kickstart your career in the dynamic world of finance? We're on the hunt for a motivated individual to join our awesome team of experienced Financial Services Administrators. You'll be front and center, delivering top-notch client service to our high-net-worth clients. 🤝 Get ready to dive into a professional, collaborative, and seriously client-focused environment, where your personal and career growth is a top priority. 🌱 You'll gain all the essential skills to master the administration of regulated financial advice.

What You'll Be Doing:

• Helping get client meeting packs ready 📁
• Keeping client records sharp and up-to-date 📊
• Grabbing and printing applications, factsheets, and other crucial docs 📄
• Chatting with insurers, fund managers, and other pros 📞
• Getting mail merges prepped and printed ✉️
• E-filing and saving documents to the cloud like a boss ☁️
• Scanning, printing, and filing documents like a pro 🗂️
• Whipping up basic letters and correspondence ✍️
• Scheduling client meetings 🗓️
• Slaying data entry with our internal IT systems 💻
• Preparing report packs 📈
• Handling general enquiry calls with a smile 😊
• Keeping an eye on and ordering stationery ✏️
• Supporting our Advisers and Administrators with daily tasks ✅

General Responsibilities:

• Answering incoming calls professionally and politely 📣
• Supporting our business's growth and admin needs 🚀
• Logging all calls and emails in the CRM system (compliance is key! 😉)
• Securely shredding confidential info 🤫
• Keeping our office space tidy and looking its best ✨

Your Qualification:

• R01 - Financial Services Regulation and Ethics 📚 This awesome course is your gateway to understanding the core principles of investment and financial services regulation. Learn how financial markets tick, explore different investment products, and get the lowdown on the regulatory framework. It's designed to help you nail these concepts in practice! 🧠

Key responsibilities

• Assisting with the preparation of client meeting packs
• Maintaining and updating client records
• Liaising with insurers, fund managers, and other professionals
• Performing data entry using internal IT systems
• Answering incoming telephone calls

Skills