Vacancy Financial Planning Administrator Apprentice

This is an exciting opportunity for a business admin apprentice to join our team. You will deliver high standard administrative support and customer service in the financial services team, in line with Saltus strategies, policies, and procedures. You will ensure all client electronic files are maintained to a high standard and regularly updated.

• To ensure all actions are recorded on the back-office system to give full audit trail of events
• To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers
• Dealing with post and Letters of Authority
• Reviewing file notes and carrying out relevant actions to deliver the agreed service to the client
• To maintain client confidentiality, data protection and other legislative and organisational responsibilities
• To liaise with relevant teams in relation to compliance, admin, technology etc.
• To deal promptly and professionally with queries from all colleagues across all offices
• To ensure compliance procedures are strictly adhered to in a timely matter
• To ensure our processes and procedures are followed to ensure consistency across the department