Wealth Support Apprentice

We are looking for the right candidate to join our Wealth Management team as Apprentice.

The role will be to provide suitable technical support to the team and take overall responsibility for the administrative process, whilst operating at all times within the compliance and internal procedures of the firm. Other duties include:

  • Administration, such as photocopying, answering telephones, maintaining the filing system and sorting post
  • Effective communication with product providers and clients
  • Complete all basic documentation for a sale in a thorough and conscientious manner
  • Assisting the manager with month end duties
  • Issue fee notes and assist the manager with reconciliations
  • Assist the advisers with their diaries and time management
  • Data input onto relevant software packages
  • Complete all basic documentation for a sale in a thorough and conscientious manner
  • Set up client file and ensure checklists are completed accurately
  • Issuing policy documents and correspond with providers
  • Preparation of portfolio valuations
  • Understanding and apply all aspects of the firms approach to treating customers fairly
Desired skills
  • Attention to detail
  • Excellent communication skills both verbal and written
  • Organised
  • Good I.T. skills including Word, Excel and e-mail
Personal qualities
  • Friendly, outgoing and confident to speak to customers face to face and over the phone
  • To work under own initiative and prioritise work effectively
  • Enthusiastic
  • Willing to learn and develop
Desired qualifications
  • English and Maths A to C or equivalent
Training provider
  • You will work towards a Level 3 NVQ Diploma in Business Administration
  • Functional skills Maths and English

Please note this is a 12 month fixed term contract.

If you are interested in this role, please send your CV to jointheteam@taitwalker.co.uk