Trainee Financial Services Administrator
Hours Full Time, 8.30am - 4.30pm Monday - Friday
Location West Bridgford, Nottingham (NG2)
Salary £25,000 + benefits
This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team.
The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection.
As a Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients.
This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship.
The Role:
You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside.
1. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person)
2. Preparing all documentation ahead of clien...