We have an apprentice role available at Birchwood Investment Management in Welwyn. The main focus of the role will be on meeting preparation with elements of packaging suitability reports. Other tasks include: Tasks associated with our annual review process: Obtaining current and backdated valuations using our back-office system, Intelligent Office Creating and updating detailed policy summaries for internal use to include: Plans, fees, regular contributions/withdrawals, and ISA contributions in tax year Categorisation of holdings in line with the company’s Investment Governance Procedures Highlighting funds held outside of our approved panel of funds Summary of regular income within the portfolio Structured Products summary and potential gains summary Updating the Structured Product template for plans held Obtaining realised and unrealised Capital Gains Tax reports from providers Collating relevant documents held on file to include the latest factfind, risk profiler report, meeting notes, review letter, recommendation letter and in-date identification held Tasks associated with recommendation letters, new business and policy servicing: Summarising pension information from ceding schemes in preparation of pension switch recommendation letters Gather supporting documentation and preparation of provider application and servicing forms Proof-reading, printing and packaging of letters Completing checklists for the administration team to submit new business or policy servicing Monitoring and providing additional chases for high priority cases Using Intelligent Office for task management and creating/updating opportunities Scanning case files to our Document Management System, Virtual Cabinet Carrying out electronic verification of clients using Veriphy Liaising with clients to arrange payments to providers Additional tasks: Fielding switchboard calls received and forwarding to advisers and paraplanners, or taking messages (task shared by the administration and paraplanner teams) Assisting Paraplanners to provide compliance team documentation for file checks as requested Qualifications B in Maths and C in English Language If you are interested in an apprentice role, please apply with your CV and a covering letter.