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Apprentice Financial Services Administrator



23rd May 2019

This is an amazing opportunity to join a prestigious Financial Planning firm based in Coltishall, Norfolk. Working in the administration team you will learn the fundamentals of financial planning whilst completing a range business critical tasks and duties. This is an ideal opportunity for an aspiring and dedicated financial services professional.

Vacancy Description

Handle day to day post routines including:

  • Stamping and allocating incoming post
  • Scanning and filing relevant post
  • Updating 'task' management system
  • Stamping outgoing post

General office duties including:

  • Answering calls and taking messages
  • Dealing with client queries
  • Welcoming visitors

General adviser support including:

  • Requesting and collating plan information
  • Assisting in client meeting prep
  • Preparing quotes and illustrations for client work

New business processing including:

  • Submission of new business applications
  • Policy documents / contract note checking and processing

Ongoing client reporting and review documentation including:

  • Producing and sending portfolio reports to clients
  • Preparing review documents for advisers

Closing Date

The closing date for this job offer is on 28/06/2019




This job is located in Norwich, Norfolk

More Information and How to Apply

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