Providing comprehensive administrative support to Financial Advisers, preparing client review letters, business illustrations, reports and meeting packs. Managing CRM updates, liaising with clients and providers, gathering account information, supporting day-to-day operations while maintaining strong knowledge of client-facing systems.
Apprenticeship Level 3
Occupation: Legal, Finance and Accounting
Salary: £18,000 a year
This opportunity is sourced from the National Apprenticeship Service - select 'Apply for this apprenticeship' to view the full description, and apply if interested.