Wealth Management Administrator Apprentice

All aspects of new business- from gathering forms to processing transfers through to fruition Arranging client withdrawals/ dealing instructions Gathering client information as and when required Meeting packs for all advisers Client valuations/ illustrations Meet and greet clients Answering the phones as first point of client contact Answering client queries Back office database entry and maintenance General office duties such as scanning, post in and out, tidying meeting rooms, making client drinks