Description of company:
We are one of the UK’s leading Wealth Management firms, providing our clients with tailored advice and solutions at every stage of their financial journey. Our vision is to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice. We are committed to helping individuals, companies and institutions achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper.
Raymond James Financial, Inc. (NYSE: RJF) is included in the S&P 500 and is a Fortune 500 company.
Duties and responsibilities:
As an Apprentice you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include many of the following:
• Providing day-to-day team support, helping to keep processes running smoothly and efficiently.
• Coordinating meetings, managing Outlook diaries, and ensuring everything is organised and on track.
• Supporting team projects and contributing ideas to improve ways of working.
• Collaborating with colleagues across different departments to understand how the business connects.
• Acting as a reliable point of contact within your team for queries and coordination.
• Preparing documents such as presentations, reports, and meeting materials.
• Managing correspondence, including emails and phone enquiries.
• Maintaining accurate records using internal systems.
• Supporting with data gathering and liaising with third-party providers.
• Building your understanding of financial services processes, including regulatory requirements.