Autonomy Wealth is a highly experienced Independent Financial Adviser practice that works with senior executives, professionals, business owners and retirees. They cover most areas of financial advice, including investment strategies, pensions, retirement options, inheritance planning, SIPPS and commercial property purchases.
Following successful completion of the apprenticeship, you may be able to complete further professional qualifications that will enable you to progress into more technical and/or senior roles.
As part of your role, you will be:
* Answering the phone and greeting clients
* Preparing and maintaining client files, updating back-office systems to ensure the information is accurate and complete, requesting additional information where necessary
* Sending authority letters and gathering policy information from providers
* Managing adviser’s diaries and tasks lists to ensure client reviews and other service actions are delivered on time
* Producing client meeting packs including valuations
* Managing fee payments
* Supporting the administration of the Investment Committee, managing changes to client portfolios and issuing regular communications such as e-newsletters
* Supporting group pensions administration including auto-enrolment
* Prioritising workload to meet company service standards
Your apprenticeship will be delivered at your place of work. You will need to spend approximately six hours per week completing your training which will include attending masterclasses, completing assignments, participating in group discussions and shadowing colleagues.
Monday to Friday, 8.30am - 4.30pm.
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