This role is an excellent opportunity for someone looking to start a career with a successful, local, Financial Services firm. Full training will be provided and completion of industry exams will be required as part of the training program which will last a minimum 24mths. Career progression and development paths available once initial training role completed.
The main duties are:-
• Meet & Greet Clients as required.
• Answer all incoming calls, transferring as appropriate to adviser support or advisers.
• Sort, scan, file and distribute incoming post.
• Organise and send outgoing post.
• Create and maintain effective filing systems / client files.
• Update and maintain the firm’s client database as required.
• Update and maintain the firm’s diary system as required.
• Application submission.
• Ordering and maintaining stationery and equipment supplies.
• Liaising with product providers and mortgage lenders, as and when necessary.
• Working within the firm’s financial guidelines all times: Compliance, Training & Competence, Complaints and Data Security policies / procedures.
• To ensure that the firm’s clients are treated fairly at all times in line with industry standards.
• To work as part of a team alongside the firm’s advisers and support staff to provide clients with a professional ongoing financial planning experience.
• Complete relevant qualifications to develop relevant knowledge and skills.
• Any other duties as requested by the Senior Management Team, appropriate for the role of Trainee Administrator.