SWANN FINANCIAL 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
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