Business Administration Apprentice

Preparing client reviews. Updating client information on a variety of systems. Pulling information and collating it into a report form. Post review administrative work. Ad Hoc duties. Developing close, long-term relationships with their advisors & clients. Working closely with other members of the support team to ensure administration and paraplanning tasks are completed in a timely manner. Liaise with product providers & clients on occasion.

Training:
Level 3 Business Administration. Remote training delivery. Onefile. 6 hours of dedicated training time every week.

Training Outcome:

Permanent position on completion of the apprenticeship.

Employer Description:

Our client are experienced and professionally qualified financial advisers. They offer a complete financial advice service based on their customers’ needs and circumstances. They do this by first understanding the customers financial needs and priorities and then designing solutions to meet them. They start with a full financial review appointment, where they consider every aspect of their customers financial situation and provide the customer with personalised comprehensive advice.

Working Hours :
Monday to Friday, 9am to 5pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working