Financial Services Administrator Apprentice – ZH3038

Business Administration
Ashton-Under-Lyne
Posted 2 months ago

Brief overview of the role

To meet and greet Clients and Visitors to Gudger & Singleton Financial Services LLP. To provide administrative support to Financial Advisers. Maintain client records on back office and provider systems. Ensure all data is correct and up to date and identify areas for improvement within scope of role.

Apprenticeship summary

  • Working week

      • Monday to Friday 9:00am – 17:00pm

    • Total hours per week: 37.50
  • Weekly wage

    £138.75

  • Expected apprenticeship duration

    18 months

  • Possible start date

    01 Feb 2019

  • Apprenticeship level

    Advanced Level Apprenticeship

  • Reference number

    VAC001486008

  • Positions

    1 available

Vacancy description

  • Provide full support to Financial Advisers and Clients; dealing with telephone calls and taking messages.  All messages to be recorded by email to the relevant Financial Adviser/Administrator.
  • Collating of information and maintaining appropriate records/spreadsheets.
  • Compose letters based around standard letter formats and personalise to individual client/provider.
  • Use approved provider websites and back office systems (Intelligent Office/IO) to maintain client information and investment data.
  • Update client FactFind with hard facts.
  • Clear communication with clients, providers and third parties.
  • Identify gaps on individual client records and update with information available.
  • Recording of fees and commissions and investigating any gaps to ensure income is constant.
  • Recording of policy information and all transactions on IO.
  • Managing own tasks on IO.
  • Scanning and uploading documents to IO.
  • Dealing with incoming and outgoing post as required.
  • Work on Microsoft applications with limited supervision.
  • Plan and prioritise own workload.

Future prospects

For the successful candidate there is potential employment upon completion of the Apprenticeship.

Desired qualifications

GCSE or equivalent maths, English Grammar and IT

Questions for candidates

First question

How will you travel to this vacancy?

Second question

Why have you applied for the role?

About the employer

Employer

Gudger & Singleton Financial Services Llp

Disability Confident

Employer is not registered as Disability Confident

Description

We advise you on

  • Financial planning
  • Investments
  • Pensions & retirement
  • Business
  • Insurance & protection
  • Savings

Address

46

Stamford Street East

Ashton-Under-Lyne

OL6 6QH


Training provider

Training to be provided

  • Level 3 Qualification in Business Administration

Apprenticeship standard

Business Administrator

Training provider

EDEN TRAINING SOLUTIONS LIMITED

Contact

  • Zoe Harrop
  • 01709889868
  • zoeharrop@eden-ts.com

Job Features

Job CategoryApprenticeship

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