Business Administration Apprentice

Duties include:

  • Processing new business such as pensions and investments
  • Preparing and completing client reports
  • Liaising with product providers
  • Producing Letters of Authority and valuations
  • Preparing client review documents
  • Assisting advisers to prepare for client meetings
  • Updating client records
  • Ensuring all regulatory and internal controls are adhered to at all times e.g. FCA regulations and GDPR
  • General admin including scanning, electronic filing and data input.
  • Employer: RTP INDEPENDENT FINANCIAL ADVICE LIMITED
  • Location: Wilmslow, SK9 3ER
  • Hours: Monday to Friday 9:30am to 4pm
  • Salary: £11,279.00 Annual wage
  • Closing date: 30/08/2022
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