Job Description

PLEASE NOTE THIS IS AN ENTRY LEVEL ROLE DESIGNED FOR A RECENT SCHOOL OR COLLEGE LEAVER.

Job purpose

Our team works tirelessly to help our clients live the life they want to live, and this ethos translates down to our staff as well. We are keen to speak to anyone who puts people at the heart of what they do, take pride in their work, deliver great outcomes, do the right thing and relish the chance for self-improvement.

Purpose of the Role
To provide administrative support to the wider team and IFAs while undertaking a structured apprenticeship program.

The role offers:
Hands-on experience in financial operations
Learning how to manage the IT systems including the CRM database
Compliance and reporting experience via multiple platforms
Alongside formal training leading to a recognised qualification

Benefits
Full time, fixed term contract and support to complete your apprenticeship
Career and progression planning
Structured apprenticeship program leading to a recognized qualification
Ring fenced time on a weekly basis to work towards SVQ qualification
Mentorship and on-the-job training
Opportunity to gain practical experience in a professional finance environment

What will I learn?

You will learn how to work in a busy office environment, working both alone and with others. You will learn how to use our bespoke databases and IT Systems. You will learn how to manage your tasks and workload and how to be a team player in the office.

What qualifications or qualities are required?

Essential Skills and Attributes
National 5 English is required for this role
Willingness to learn and develop new skills
Excellent communication, time keeping and organisational skills
Ability to work as part of a team
Strong attention to detail and accuracy
Interest in finance and administration

Desirable Skills and Attributes
Numerical and analytical skills
Proficient in Microsoft Office (Excel, Word, Outlook)

Job Types: Full-time, Apprenticeship

Pay: From 22,222.00 per year

Work Location: In person