Asset Management Admin Apprentice

Managing phone calls/visitors coming into the building in a polite and professional manner. Dealing with the daily post. Maintaining internal files and ensuring all paperwork is filed / scanned correctly. Updating internal logs to ensure filing remains up to date at all times. Maintaining the back-office system and creating tasks, as required. Pulling daily reports for the Asset Management Department Day-to-day processing of application forms and administration forms for Asset Management. Following up on all requests and forms sent to providers, to confirm safe receipt and anticipated turnaround time. Maintaining records of all client and administrative contacts; retaining on file and inputting into the back-office system. Other general office duties.

This is by no means an exhaustive list and may be subject to change to suit the needs of the business.

Personal Specification

Have (or be predicted to achieve) at least 5 GCSEs grade 4 to 9, including English and maths. Great communication skills (verbal and written). Strong attention to detail.  Be self-motivated and able to work as part of a close team.

This role will be supported by the Starting Offs Level 3 Business Administrator qualification and 20% off-the-job training.

After the apprenticeship, there is also potential to move on to industry qualifications. They champion internal promotion and actively encourage their team to achieve their career aspirations.

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

Training Outcome:

Possible full-time permanent position upon completion of the apprenticeship.

Employer Description:

A Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm. They are offering an exciting and varied role working within the Wealth Management department to support and assist the team across a broad range of administration duties, they are now looking for an apprentice to join their friendly team in Northampton. 

Working Hours :
Monday to Friday 9:00 – 17:30 with 1 hour for lunch.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental