Join to apply for the Ifa Support Executive Apprentice role at Adanac Financial Services Ltd
2 days ago Be among the first 25 applicants
Join to apply for the Ifa Support Executive Apprentice role at Adanac Financial Services Ltd
Get AI-powered advice on this job and more exclusive features.
Adanac Financial Services was established in 2002. Its foundations are built on demand for a firm that understands and specialises in the needs of solicitors, accountants and and their clients as well as providing high quality and bespoke independent financial advice to our private and business clients. We provide a comprehensive range of advice across Pensions, Investments, Protection and Tax planning. Promoting a friendly culture based around working together to achieve the best results. Along with promoting talent internally we actively encourage employees to build a career with us.
* We actively promote talent internally and encourage employees to build a career with us
* Full support available to progress with relevant financial services qualifications
* Take responsibility for the smooth processing and tracking of administrative tasks
* Ensure accurate updating of CRM system
* Prepare and process new business submissions, confidently using different processes and monitoring through to completion
* Issue Letters of Authority and check information received
* Complete ID checks
* Prepare and issue client review packs
* Use full range of available software, including but not limited to Microsoft Office, Professional Adviser, BAT
* Respond to client enquiries in a timely manner
* Keep up to date with changes that affect your role and adapt processes and procedures accordingly
* Interact and work closely with the rest of the support team to ensure a consistent approach
* Liaise with Clients, IFAs, Professional Intermediaries and Providers
* Be fully prepared to undertake any project work or ad hoc tasks required, taking ownership of the end-to-end process and outcomes
* Financial Services Administrator Level 3 Apprenticeship Standard
Monday - Friday, 09:00 - 17:00, 1 hour lunch.
LNKD1_UKTJ
Seniority level
* Seniority level
Internship
Employment type
* Employment type
Internship
Job function
* Job function
Administrative
* Industries
Strategic Management Services
Referrals increase your chances of interviewing at Adanac Financial Services Ltd by 2x
Sign in to set job alerts for “Executive Administrative Assistant” roles.
Bridgwater, England, United Kingdom 4 weeks ago
Dorchester, England, United Kingdom 2 hours ago
Bridgwater, England, United Kingdom 2 hours ago
Receptionist - Weymouth - 0.81 FTE/30 Hours (Includes Evenings) (Ref: 8700)
Weymouth, England, United Kingdom 1 week ago
Yeovil, England, United Kingdom 1 week ago
Blandford Forum, England, United Kingdom 2 hours ago
Personal Assistant in Local Operations - 31505
Dorchester, England, United Kingdom 2 hours ago
Alford, England, United Kingdom 1 week ago
Personal Assistant in Local Operations - 31505
Bridgwater, England, United Kingdom 2 hours ago
Personal Assistant in Local Operations - 31505
Blandford Forum, England, United Kingdom 2 hours ago
Hanford, England, United Kingdom 2 weeks ago
Milton Clevedon, England, United Kingdom 1 week ago
Frome, England, United Kingdom 1 week ago
Weymouth, England, United Kingdom 6 days ago
Personal Assistant/Support Worker - Bright Green Light
Midsomer Norton, England, United Kingdom 1 week ago
Betting Office Trainee Assistant Manager
Ashington, England, United Kingdom 2 days ago
Shepton Mallet, England, United Kingdom 2 months ago
Patient Services Advisor (Receptionist) Wincanton, Somerset
Wincanton, England, United Kingdom 2 days ago
Personal Assistant / Support Worker for a uni student
Weymouth, England, United Kingdom 1 month ago
Glastonbury, England, United Kingdom 2 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr