Business Administration Apprentice L3

Providing administrative and sales support to the team Accurate and efficient scanning and storing of documents on our business CRM system Production of letters and sending of emails Accurate updating of our CRM system Handling telephone enquiries and messages Providing high quality service to our clients Reviewing pension policy information and retirement option forms Stationary and stock checking and ordering Meeting and greeting customers and business clients Communicating and taking instructions from corporate companies

Training Outcome:
Potentially Paraplanning or Financial Adviser

Employer Description:

The minefield that is pensions and investments can be a confusing place. Our hassle-free service enables our clients to speak to one of our advisers to discuss their pensions and investments face to face, on the telephone or via a visual online platform. Everyone in our team takes pride in delivering an excellent service to our customers. We also offer financial advice across the spectrum including Annuities, Individual Protection, Group Protection, Retirement and Inheritance Tax Planning.

Working Hours :
Monday to Friday 9:00am- 5:00pm (Flexibility may be required and will be discussed at interview stage)

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Proactive