Level 3 Business Administration Apprentice

Ensure that all documentation is saved in client files appropriately Oversee the letter of authority process Learning the requirements of pre-meeting preparation and post meeting follow up within specific timescales, including accurately updating client files on Salesforce CRM Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills Meeting and greeting clients and visitors to the Practice Liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales

Knowledge and experience:

Desire to progress within the financial services sector Willingness to learn all relevant regulation and legislation Experience of client management systems such as Salesforce Working towards completion of apprenticeship

Skills and behaviours:

Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly Excellent written communication skills Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel) Good organisation skills Strong attention to detail Manages time effectively with the ability to multi-task Keeps calm when faced with conflicting demands and handles these effectively Demonstrates a positive attitude at all times Works well on own tasks as well as on shared goals as part of a team Open to change with a creative approach to problem solving

Required Competencies:

Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks despite distractions and interruptions Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand Planning and Organising: Manages own time, priorities, and resources to achieve goals Developing Self: Demonstrates an ongoing commitment to learning and self-improvement

Training:
Business Administrator Level 3 Day realease training will take place at Burnley College

Training Outcome:

On successful completion of the apprenticeship, there is potential for full-time employment.

Employer Description:

For those wishing to secure their future, Think Wealth is a provider of high-quality financial advice. We combine personal attention with a straight-talking, down-to-earth approach to remove complexities whether looking after your personal finances or your business needs.

We listen. We understand. And we advise. We are transparent and always evolving, adapting to your immediate needs, helping you make smarter, more informed financial decisions which in turn helps you to make better life decisions.

Working Hours :
Monday - Friday 9am - 5pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Logical,Team working,Patience,Self-Development