IFA Administrator Apprentice
- Hiring Organisation
- MINSTER FINANCIAL MANAGEMENT LTD
- Location
- 2 COLLERIDGE GROVE, BEVERLEY, England, United Kingdom
- Employment Type
- Intermediate Apprenticeship
- Salary
- £8,320 a year
providers. Scanning, organising and managing important documents. Supporting the directors, advisers and administrators with day-to-day tasks and 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 … accounts function when required, including invoicing. Taking meeting minutes and helping to keep accurate records. Writing professional letters and emails to clients. Using Microsoft Office, including Word, Excel and Outlook, to support the business. Developing your awareness of cyber security and completing relevant training. Learning about financial ...