SMH BCL Accountants Limited in Sheffield is seeking a Financial Planning Administrator Apprentice to join the support team. You will provide administrative support to Financial Advisers and the wider team to help deliver advice efficiently.
Key tasks include client file creation, data entry, liaising with providers, handling post and stationery, preparing illustrations and client documents, and processing applications through to completion.
#J-18808-LjbffrFinancial Planning Admin Apprentice: Launch Your Advisory Career in Sheffield employer: SMH BCL Accountants Limited
At SMH Group, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises the growth and development of our employees. Located in Sheffield, our team enjoys flexible working hours, generous holiday allowances, and numerous opportunities for professional advancement, all while contributing to a purpose-driven organisation that values client-centricity and community care. Join us to be part of a dynamic team where your contributions truly matter and where you can shape your future in the financial services sector.
Contact Details:
SMH BCL Accountants Limited Recruitment Team