Business Support Apprentice

Candidates will be responsible for the processing of new business, proactive ongoing client management, servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.

This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.

• Responsible for supporting the administration team
• Receiving and acting on instructions from Business Support Staff following client meetings
• Maintaining actuate records using our internal back office system
• Creating and producing letters and invoices
• Carrying out all tasks in a manner consistent including processing new business in line with compliance procedures
• Liaising with clients and product providers on outstanding documents and queries
• Preparation of existing client valuations / files ready for reviews
• Process of new business
• Ensuring all client files are compliant on an ongoing basis