Business Support Apprentice

Duties:

Responsible for supporting the administration team Receiving & acting on instructions from Business Support Staff following client meetings Maintaining actuate records using our internal back office system Creating & producing letters & invoices Carrying out all tasks in a manner consistent Liaising with clients & product providers Preparation of existing client valuations / files ready for reviews Process of new business Ensuring all client files are compliant

Training:
Level 3 Business Administrator Apprenticeship Qualification Functional Skills Level 2 in maths and English if required Delivery method for training is to be confirmed

Training Outcome:

After completion of your apprenticeship you will potentially have the opportunity to progress onto full time positions within the business

Employer Description:
Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth Individuals and the employee benefit market. Apogee now manages over £220m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.

Working Hours :
Monday - Friday 7.5 hours per day (Exact times to be discussed upon interview)

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Presentation skills,Administrative skills,Analytical skills,Team working,Initiative,Prioritise own work load,Ability to multi task,Be able to prioritise,Proficient in using MS Excel,Proficient in Outlook and Word,Self-driven,Results-oriented,Positive outlook,A natural forward planner,Reliable,Tolerant,Determined,Keen for new experience