SWANN FINANCIAL in Cheltenham Salary
MIDWAY HOUSE HERRICK WAY STAVERTON CHELTENHAM GL51 6TQ ENGLAND
TIN: 13817025
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Earnings on positions in SWANN FINANCIAL
SWANN FINANCIAL is looking for employees for positions:
apprentice administrator
Working hours
- full-time | Apprenticeship
Salary
- salary
Education
- GCSE or equivalent
Responsibility
- as part of a growing Practice support team, you will be providing vital support to the Partners and a team of Wealth Advisers whilst working towards the completion of a Level 3 Business Administration qualification
- provide general administration support as required to the Partners and Management
- ensure all processes are completed within the regulatory timescales
- send meeting confirmations via email and post to clients
- contact clients by phone, email and post to book Review meetings with Partners and Advisors
- monitor and Complete the Client Review & Drawdown Review Process which includes writing Client Review Letters
- complete Fund Switches when instructed
- create Post Review letters and distribute to Clients
Requirements
- has strong communication skills, both written and verbal
- projects a professional image in both appearance and attitude and provides quality support on time to agreed standards
- demonstrates good organisational skills
- pays attention to detail
- manages time effectively with the ability to multi-task
- team Work: Promotes cooperation and commitment within a team to achieve goals and deliverables
- demonstrates a positive attitude at all times
- embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems
Earnings on positions in SWANN FINANCIAL
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2500 £