1 Apprenticeship Back Office Jobs in the East of England

To support the Financial Planning Partners with providing back office support where required, whilst working with the administration team. To learn all aspects of the administration work involved in a busy financial services practice. Role The Practice fosters a professional and innovative environment where employees collaborate and share … You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office You will be responsible for business submission using bespoke software. Due to the nature of the company, you will need to ensure that business … timely manner Your role will involve day-to-day use and management of the Practice’s CRM database You will need to keep the back office system updated maintaining live files and case notes You will be responsible for the preparation of meeting documentation and follow up client more »