Financial Planning Apprentice

Recruiter
Anonymous
Location
Leicester
Salary
16000.00 - 18000.00 GBP Annual + excellent
Posted
04 Feb 2019
Closes
04 Mar 2019
Specialism
Administration
Sector
Accounting
Start Date
Immediate
Duration
Permanent
Due to continued growth my client, a well known national Financial institution, currently seek a motivated apprentice to join their Financial Planning team in their Leicester practice.

The role will involve learning how to provide an effective and efficient administration service to financial advisor's, paraplanners and experienced administrators and duties will initially include:

* Scanning daily post

* Taking incoming calls from clients and product providers

* Preparation of meeting packs, handouts, reports and presentations

* Learning how to produce financial valuations

* Learning how to provide quotes and illustrations from financial providers

* General administration

Applicants must possess strong communication skills both verbal and written. You will be educated to GCSE standard as a minimum having secured A - C grades at English & Maths. You will be highly motivated, adaptable, receptive and quick to learn. The role is likely to suit a recent school leaver or someone who is looking for their second role and is keen to develop a career in a professional services environment.

This is a great opportunity to join one of the UK's longest established financial institutions offering a friendly and stable working atmosphere and support towards career development

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