Business and Administration Apprentice

Preparing and maintaining client files Maintaining administration systems Liaising with Advisers to arrange client meetings / reviews Preparing business documents Preparing information / comparisons for analysis by Advisers Acting as point of contact and dealing effectively with queries from clients and other parties Be part of a team helping to develop 4Life Wealth Management Assist with client events

Training:

Level 3 Business Administrator apprenticeship standard:

Apprenticeship training will follow a work-based learning model, in which you will be based in the workplace full-time Monthly visits and progress reviews with your work-based assessor will be used to guide and support you through your apprenticeship off the job learning and preparation for end point assessment

Training Outcome:

Progression to Paraplanner or Wealth Management Consultant available.

Employer Description:
4Life Wealth Management is a Partner Practice of St. James’s Place based in Harrogate. 4Life Wealth Management was founded to offer a wider audience first class financial advice to meet their needs not only now but for generations to come. We have an elite team of financial advisers, from young trainees to highly qualified, experienced advisers, backed up by a well-trained, efficient administrative office, we ensure that our clients receive consistent, high-quality advice helping them to achieve their financial goals. For the present; for the future; 4Life Wealth Management.

Working Hours :
Monday - Friday 9.00am - 5.00pm with 1 hour (unpaid) for lunch.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative