About Financial Services Administrator Apprentice WAVENEY VALLEY INDEPENDENT FINANCIAL ADVISERS LTD

• Salary:£9,609.60
• Working Week:Monday - Friday 9.00am - 5.00pm with 1 hour lunch break.
• Working Hours:Total hours per week: 35.0
• Duration:15 Months
• Start :2-May-23
• Level :Advanced Level 3 (A level)
• Reference Number :VAC1000146595
• Available Positions :1 available
• Expected career progression :Financial services administration, providing full financial services administration support to our team of financial advisers - the role is integral to the organisation as it helps to facilitate the smooth running of managing clients' financial situations To learn and understand financial services regulations and ethics, completing CII R01 in support of this Use a range of bespoke systems and ensuring compliance is met Prepare packs for adviser meetings Checking suitability reports for content and accuracy Checking underlying research for the same Packaging suitability reports for presentation to clients Maintaining adviser diary Provide support to paraplanner and adviser Ensure all paperwork is completed accurately and correctly Update the Back-Office system Issuing documentation to clients Meeting and greeting customers Ongoing maintenance and service of existing client base Processing new pension and investment business Investment and pension reports for new business and reviews Platform research