Financial Services Administrator Apprentice

• Appointment making for client review meetings
• Preparing documents for client review meetings, client meeting debriefs and actions
• Management and execution of client reviews, service level standards
• Daily updates on tasks in hand & general office administration
• Effective diary and email management for Advising Principals
• Emails and related correspondence from meetings
• Building client relationships and managing client expectations in line with service standards
• Dealing with all incoming client enquiries including Crosby walk-ins and responding in line with Practice Service Level Standards
• Processing applications and submitting all business (excluding pension transfers)
• Preparation of all standard documentation; SL’s, CFR’s, illustrations, calculations, and compliance paperwork, through to submission
• Full management of pipeline and issuing business
• All administration support to Advice Team, as appropriate.
• Management of pre and post meeting actions (non-technical).
• Keeping all matrix, new business, transfers and switch/surrender
  spreadsheets up to date
• Keeping Workflow up to date, including client review dates and client contact for compliance purposes
• Assist Advice Team with client events whether in-office or external
  including assisting with their organisation and follow up with clients/prospects
• Software: Use of Salesforce, iBusiness and Microsoft Office 365
  (Especially, OneDrive, Outlook, Word, Excel & Powerpoint)
• Taking enquiries via telephone, office walk-ins, meeting/ greeting clients coming into the office for meetings, making tea/ coffee etc.
• Development and support into a Paraplanner, Practice Manager, Trainee Financial Advisor role dependent on the path chosen in line with the practice expansion plans

Training will be completed online and will be access from the employers site address

• Paraplanner/ Practice Manager/ Trainee Financial Adviser (TBD)