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Apprenticeship in Sussex finance company

Apprenticeship in Sussex finance company If you want to work in a financial planning business, here is the perfect role. 

Nsure Financial Services is recruiting an Investment Review Administrator into its busy company of Independent Financial Advisers.

You will be joining its administration team to work specifically on the investment review process that the company conducts for its clients every month.

This process includes: 
  • Running valuations of client’s portfolios 
  • Working with template letters to write to Nsure's clients with recommendations for any changes to their portfolios
  • Following up with clients via email and/or telephone to obtain their agreement to proceed with Nsure recommendations
  • Carrying out the necessary changes to the client portfolios using various online systems provided by the investment companies Nsure uses
  • Following up with the investment companies to ensure they complete the instructions correctly
  • Using the company's back-office database system throughout the process to record all correspondence, set diary reminders for action points and produce all client correspondence and reports
As well as your full-time job, you will be undertaking an apprenticeship that will give you a recognised professional qualification. 

You will need to have grade C or above at Maths and English GCSE (or equivalent). 

The starting salary will be £10,000 per annum. 

To apply for the role, email your CV and covering letter to Sarah Gray 

The closing date for applications is Monday 16 January 2017. 

Good luck. 

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