Morrell Financial Management has been running for 12 years and is well established in the local area. As Independent Financial Advisers, we provide advice on investments, retirement planning, estate planning, inheritance tax planning, trusts, long-term care, and the financial protection of families or businesses. We source products from the whole of the market and aim to build long-lasting, professional, trusted relationships with our clients, ensuring that we always treat our customers fairly.
This apprenticeship offers long-term career opportunities for the right candidate, with the opportunity to progress into roles such as Financial Administrator, Paraplanner, and Estate Planner.
Responsibilities:
1. Data Entry and Record Keeping: Assist in maintaining accurate and up-to-date records of clients, review meetings, and incoming data.
2. Communication Support: Collaborate with team members to facilitate effective communication within the company and with its customers. This may include drafting emails, dealing with post, answering phone calls, and managing appointment schedules.
3. Contribute to the smooth running of the office by performing various administrative tasks such as filing, photocopying, shredding, and scanning.
4. Work closely with independent financial advisers, paraplanners, and estate planners to provide administrative support for ongoing customer service. This may involve setting up files, liaising with providers and external agencies, and managing documentation.
5. Provide excellent customer service by handling enquiries both face to face and on the phone, directing calls, preparing for meetings, and maintaining positive relationships with clients.
6. Any other ad hoc duties to support the team as required, such as supporting with marketing, completing research tasks, etc.
Due to the nature of this business, flexibility with working arrangements would be an advantage to help manage peaks and troughs in workload, so there may occasionally be some later nights and weekend work.
Business Administration Level 3 apprenticeship with Access Training and internal training on policies and procedures.
37.5 hours per week - Monday to Friday 9 am to 5 pm with a 30-minute lunch.
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