Business Administration

Eastbourne, East Sussex
£136.50 per week
18 Mar 2019
07 Apr 2019
Complete Financial Planning
Contract Type
Full Time

Vacancy description  

An exciting opportunity for the right candidate to have a rewarding career in a longstanding financial services firm.

This role has a focus on reviewing data, then analysing and processing this information to produce comprehensive reports.

The role includes the following duties:

  • Collating client information
  • Researching investment products to create a suitable recommendation
  • Writing letters to clients explaining advisor actions
  • Undertaking client review paperwork General office duties
  • Any other assistance the advisor may require
  • East Sussex College are the Training Provider for this apprenticeship

Full training will be given

Desired skills  

  • The ability to review information and then communicate this clearly in written and verbal form Administration skills
  • Computer literate
  • Accuracy
  • Understanding and analysing information quickly and efficiently
  • Attention to detail
  • Able to demonstrate initiative  

Personal qualities  

  • Enthusiasm for the role
  • Positive and outgoing personality
  • The ability to integrate within a team  

Desired qualifications  

GCSE English & maths grade C / 4 or above (or equivalent qualifications) desirable. No minimum qualifications required, however the successful applicant will need to demonstrate a good understanding of English and communication.

Future prospects  

Admin support is an important part of a successful financial services firm. Pending successful completion of the course there is the possibility of joining the firm on a permanent basis.

The industry has many avenues which can be undertaken by a candidate with enthusiasm.

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