Crandles & Co are chartered financial planners who provide sound unbiased financial advice, a first-class service, and innovative solutions while acting in their clients best interests at all times.
The industry now has a need for young Para planners and IFAs to come through from school and university and they are currently looking to add a Digital Support Apprentice to their team.
As a valued member of the team, this role would be very much admin based and would be a terrific starting point for anyone. You will be working within an organisation of highly trained and skilled staff that are passionate about the work that they do.
If you are an ambitious and dedicated individual who is looking to start their career in the financial services industry whilst embarking on a qualification, apply today!
Interested? Apply Today!
Key Responsibilities:
- Maintaining diaries for Financial Advisors using outlook
- Working with Microsoft Office Packages
- General office duties including filing
- General Administration for financial planning and/or mortgage intermediaries
- Supporting IFAs/Mortgage Intermediaries with data entry using Intelligent Office - A Bespoke financial advisory system.
- Creating and sending valuation reports/client reviews utilising Outlook Excel & Word
- Processing letters of authorities for all new and existing clients
- Ongoing on the job Training towards industry qualifications
- Meeting and greeting clients
- Answering calls and checking messages
Required Skills:
- Genuine desire to work in the financial services
- Good Organisation skills
- Confident Communicator who enjoys working within a team and who can work independently when required
- Friendly and approachable
- Good attention to detail
- Motivated to learn
- Good timing keeping and attendance essential
Additional Information:
- Salary - £14,000 per annum
- Monday – Friday 9am to 5pm
- Good Company pension scheme with the opportunity to join our private medical care at a reduced cost.
- 6 weeks holiday pay with an additional 4 days over Christmas/New year
Future Career Progression:
2 different options:
- Para planning - This involves much more in depth analysis of the advice, research processes and building the advice as the Para planner for an adviser to present to clients.
- The second route is IFA – often a good Para planner advances to this position.
Important Information
“QA’s apprenticeship programmes may be funded in part by the European Union through the European Social Fund, which supports the development of employment opportunities and a skilled workforce.”
For more information about QA Apprenticeships, please visit our website. Note: This advert may close early if a suitable candidate is found before the advertised close date is reached.