|Apprenticeship Role - Christina Clegg Financial Planning Services Limited|
|Sector:||Business and Professional Services|
An exciting opportunity for an Apprentice to join Christina Clegg Financial Planning Services Limited has become available. This is a fantastic opportunity for an Apprentice with ambition and someone who is looking to develop a future in finance. The role offers scope for development and a long-term future with career prospects. The role is Apprentice Administrator.
Typical Activities that may be carried out by, but are not exclusive to this role include: Providing general office administrative support including - Filing, scanning, photocopying and answering the telephone Contacting insurance companies, chasing quotes, fees, reports and updates Maintaining client/policy records through the back-office system and associated IT solutions Ensuring client files are complete in accordance with procedures Arranging review appointments with existing clients Potentially attending Network compliance meetings, attending Continuous Professional Development (CPD) meetings/seminars