Apprentice Administrator

Worthing, West Sussex
£127.50 per week
17 Oct 2016
30 Oct 2016
Contract Type
Full Time

You will work closely with our in house investment expert to deal with the investment review process we carry out for our clients every month

This process includes:

  • Running valuations of client’s portfolios
  • Working with template letters to write to our clients with recommendations for any changes to their portfolios
  • Following up with clients via email and/or telephone to obtain their agreement to proceed with our recommendations
  • Carrying out the necessary changes to the client portfolios using various online systems provided by the investment companies we use
  • Following up with the investment companies to ensure they complete the instructions correctly
  • Using our back office database system throughout the process to record all correspondence, set diary reminders for action points and produce all client correspondence and reports

This wage will rise after successful completion of 1 month probation period.

Apply for Apprentice Administrator

Already uploaded your CV? Sign in to apply instantly

All answers are required


Upload from your computer

Or import from cloud storage

Your CV must be a .doc, .pdf, .docx, .rtf, and no bigger than 1MB

4000 characters left

By applying for a job listed on you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.