Financial Services Administrator Apprenticeship.
- Recruiter
- Cameron Clarke Associates Ltd
- Location
- Ealing Broadway
- Salary
- £10k - 12k per year
- Posted
- 15 Feb 2018
- Closes
- 14 Mar 2018
- Ref
- SMPL-010
- Contact
- Mark Fenwick
- Sectors
- Admin, Secretarial & PA, Apprenticeships
- Contract Type
- Permanent
- Hours
- Full Time
Job Summary
Financial Services Administrator Apprenticeship.
Apply now for a position with this Chartered, Independent Financial Advisers based in West London.This is a fantastic opportunity for the right candidate to move into Financial Services and work with a first-class employer taking advantage of the apprenticeship development programme and progression they have in place which includes training for a recognised qualification.
Duties include…
Welcoming clients and visitors
Letter writing
Telephone work – calling clients and insurance companies
Managing Client Database
Database input
Lots of use of Client Management software on PC
Using Research tools on PC
Organising client data on spreadsheets
Organising and managing campaigns
Sending out newsletters every 2 months to clients
Scanning and photocopying files
Preparing files for client meetings
Dealing with files post meetings
Shredding confidential data
Emailing clients, providers and 3rd parties
Dealing with all incoming and outgoing post and banking
Managing expenses and accounts – reconciliation
Stationery ordering, managing, sorting
Qualifications and Skills
Desired skills
- Good IT skills and knowledge of Excel and Word
- Being able to prioritise work
- Attention to detail
- Good written and verbal communication skills
Personal qualities
- Team player
- Highly organised
- Able to exercise initiative
Qualifications required
GCSE English & GCSE Maths
Salary: £10k to £12k pa
Hours: Monday to Friday 8.30am – 4.30pm