Modern Apprenticeship | 1 Position available

Financial Services Administration Assistant

Hunter Wealth Management

MA

Financial Services Administration Assistant

Hunter Wealth Management Apply Now
£12,000 to £14,000 per year Edinburgh Full-time (35 Hours) Limelight Careers 15/11/2019 SCQF level 5
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This employer is part of the Disability Confident scheme. This means if you identify yourself as disabled, and meet the minimum criteria for this job, you should be offered an interview.

Job overview

Job Title: Financial Services Administration Assistant

Type: Modern Apprenticeship

Contract: Permanent

Salary: £12-14,000 pa

Hours: 9am-5pm Monday to Thursday 9am- 4pm Friday

Employer: Hunter Wealth Management

We are Whole of Market Independent Financial Advisers who are part of Fairstone Financial Management Group who are the UK’s largest Chartered IFA Business.

Work Environment:

Working in a small team with the office based in the West End of Edinburgh.

What might a day in this job look like?

You will be working alongside another employee supporting up to 3 advisors.

Normal office administration duties which will include answering the telephone, greeting clients as the enter the office, dealing with client queries on a day to day basis, client data entry, assisting with new client’s applications, assisting with existing client reviews, organising client reviews, prepare illustrations. Liaise with admin centres/third party providers on any business submission queries. Maintain accurate and up to date client information. Help to run a paperless office e.g. scanning documents and loading client information onto the digital database

What will I Learn?

Providing Financial Services Level 3 SVQ

What Qualifications / Qualities are required?

English & Maths to a good standard and Microsoft Office skills are required.

We are looking for someone who is positive, reliable and enthusiastic and who has an interest in a career within Financial Services. Great Communication skills are required due to dealing with clients on a daily basis.

What will I learn?

What will I Learn?

Providing Financial Services Level 3 SVQ

The Scottish Vocational Qualification (SVQ) in Providing Financial Services at SCQF level 6 allows candidates to demonstrate competence in job-related skills in their particular area of work and expertise.

This qualification covers areas such as banks and building societies, insurance, investment operations, financing and credit, debt collections, pensions, mortgage and financial planning, as well as general areas such as customer care and sales.

What qualification or qualities are required?

What Qualifications / Qualities are required?

English & Maths to a good standard and Microsoft Office skills are required.

We are looking for someone who is positive, reliable and enthusiastic and who has an interest in a career within Financial Services. Great Communication skills are required due to dealing with clients on a daily basis.

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To apply visit
https://www.apprenticeships.scot/vacancy-details/?refCode=126494