1 of 1 Apprenticeship Finance Jobs in Beverley

Minster Financial Management is looking for a motivated and enthusiastic IFA Administrator Apprentice. You’ll work alongside experienced directors, advisers and administrators, gaining an insight into different areas of financial services. Role Answering telephone calls and developing professional telephone etiquette. Speaking with clients and financial product providers. Scanning, organising … projects. Using their back-office systems and CRM, including data cleansing and maintaining accurate records. Assisting with the submission and processing of new financial business. Supporting the accounts function when required, including invoicing. Taking meeting minutes and helping to keep accurate records. Writing professional letters and emails to clients. Using ...