Anand Wills and Trusts Ltd - Advanced Apprenticeship in Business Administration Level 3
Not taking applications
Only a year after starting, the company was awarded "Best IFA in The Capital" by the Evening Standard newspaper, and since then the company has continued to add to its achievements. Please see our 'Award Winning Advice' page for details of our awards and other unique credentials.For example, Bhupinder Anand has twice been awarded 'IFA of the Year'.Our team of specialists and experts, supported by qualified administrators, all share the enthusiasm of being one of the UK's Best Independent Financial Advisers. Our advisers have an average of at least 25 years experience in the Financial Services Profession.
As there will be a great deal of client contact, both in the office and particularly on the phone.
Assistance will be given with prioritising work, but one of the key qualities of the job is to demonstrate initiative.
Liaising with product providers to obtain quotations, etc.
Assisting Senior Administrators in the preparation of reports, etc.
Some technical research of products
Greeting clients on arrival at office
Filing, photocopying and faxing
Scanning documents for computer storage
Co-ordinating post and mail, both in and out
Liaising with other external organisations
Monitoring the management's diary, making appointments, running a reminder system
Other general office duties.
Directly reporting to Senior Administrators and Management
An opportunity to join an award-winning company with plenty of career potential. Join an established team in a supporting role to deliver excellent client service, and learn more about the financial services profession.