Business Support Apprentice

Vacancy description

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
  • Employer: APOGEE WEALTH MANAGEMENT LIMITED
  • Location: Knutsford
  • Hours: Monday - Friday, between the hours of 8:00am and 6:00pm.
  • Salary: £11,500.00 annual wage
  • Closing date: 26/02/2019
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