Apprentice Private Client Administrator

You will gain knowledge in key areas such as:

Client relationships Delivering services in a timely manner Problem solving and decision making Financial services

You will gain hands on experience as you work alongside experienced members of staff.

Other duties are:

Answer phone calls, emails ensuring clear and professional communication to clients and providers To carry out appropriate research and analysis to determine the most suitable products to meet the client's needs Prepare materials for meetings and take minutes if required Maintain databases and ensure records are up to date Greet clients, making sure they are attended to promptly Type letters and prepare documents to go to clients Deal with incoming and outgoing mail Scan meeting packs onto the system after a meeting Perform other duties as required to ensure the office runs efficiently

Training:

Business Administrator Level 3.

You will be expected to attend Craven College 1 day per fortnight to learn the knowledge aspects of your course and 4 days at work (5 on the week you are not at college).

Training Outcome:

We would love this to be the start of a long-term career with us. This would ideally progress to a full-time, permanent position with progression opportunities throughout the business depending on your skillset.

Employer Description:
An esteemed family practice offering first rate financial advice for both private and corporate clients. We provide a wide range of services whether a client is looking to build, grow, protect or preserve their wealth.

Working Hours :
Monday - Friday 9am - 5pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working,Creative,Initiative