Financial Advisor Assistant

Business Administration
Posted 7 months ago

Job Features

Job CategoryAdvanced Level Apprenticeship
Working weekMon - Fri 9am to 5pm
Wage / Salary£187.50 per week

Job Description

The Financial Advisor Assistant Apprentice role is to work as an integral component of the client services team. The role provides solid first-hand experience across a broad range of auto-enrolment pension enquiries.

Vacancy description

  • Pension set ups (using internal database system)
  • Handling enquiries via telephone and email
  • Uploading CSV files to pension providers
  • Chasing outstanding data
  • Processing CR files
  • Processing employee data on to Salesforce
  • General administrative duties

Desired skills

  • Excellent standard of written English
  • High standard of Maths/numeracy  skills
  • Ability to prioritise work
  • Time management skills
  • IT skills

Personal qualities

  • Self-motivated
  • Able to confidently communicate
  • Enthusiastic
  • Positive
  • Attention to detail
  • Organised

Desired qualifications

5 GCSEs grade C (4) and above including Maths and English Language (or the equivalent)

Apply Online

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