Apprentice Financial Administrator

About this opportunity

An Exciting Opportunity has arisen within Kathryn L Wilkinson Wealth Management who are looking for a Apprentice Financial Administrator. They will report directly to the Practice Manager as well as assisting other members of the team.

The role will involve providing an efficient, high quality client service to over 400 clients.

Duties will include:
• Management of New and Existing clients via the SalesForce CRM system
• Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Partner
• Assisting the Practice Principal with the preparation of Meeting Packs for new and existing clients
• Understanding the Financial Services Regulatory Framework, the Ethics and key features include Internal and External Compliance measures
• Understanding all System and Process requirements to deliver exceptional Client Service
• Communicating with clients in a timely and efficient manner
• Opening and logging of post onto the CRM system
• Understanding of their role and impact within the team
• Undertake training and completion of Accreditation through SJP MyDevelopment system
• Planning and prioritisation of workload
• Ensuring any complaints or potential complaints are referred to the Practice Manager
• Monitor and Update the Social Media Functions within the Practice
• Understand the Products and Services offered by the Practice
• Provide administration support to the Partner/Practice Manager as required, e.g. marketing correspondence
• Support the day-to-day business operations within the Practice
• Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
• Attend and contribute to regular update meetings with the Partner/Practice Manager.

How you will be supported
Full training and support will be provided by our expert training and assessment staff at The Growth Company.

What will happen next
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team. You will then have the opportunity to find out:
• More about this vacancy and any others you are suitable for
• Any training you need to complete
• What the next steps will be

How you could get there
If you would be catching public transport for this role, visit the Journey Planner on www.tfgm.com to see how you would get there and how long it would take.

What you should have to apply

5 GCSE’s grade 5/C or above including Maths and English

Personal Qualities

Enthusiastic
Motivated
Career Driven
Flexible
Friendly

Skills

None Specified