Financial Support Apprentice

Why Johnston Financial?Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients'' assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town offices. This company is one of the largest in its sector and they are committed to ensuring our clients receive exceptional levels of service. To do this they seek to ensure that the staff receive ongoing professional development and enjoy their working environment.They are currently looking for a Financial Services Apprentice to join their team in Edinburgh.What''s involved:Supporting the wider team with collaborative document management, using the in-house Enable system to maintain accurate and bespoke client recordsActing as the first point of contact for customer and client queries, as well as colleagues seeking informationManaging finance documents and maintaining up-to-date financial information for each clientAssisting with the creation and preparation of bespoke client valuationsWorking collaboratively with advisors to manage their diaries and coordinate meetingsUpdating shared online drives and client portals daily through Enable, ensuring all information is recorded accuratelyUsing Excel to run financial reports relating to current client workScanning and uploading documents into the Enable management systemUsing Microsoft ..... full job details .....