Business Support Apprentice

Day-to-day duties include but will not be limited to:

Responsible for supporting the administration team Receiving & acting on instructions from Business Support Staff following client meetings Maintaining accurate records using our internal back office system Creating & producing letters & invoices Carrying out all tasks in a consistent manner Liaising with clients & product providers Preparation of existing client valuations / files ready for reviews Process of new business Ensuring all client files are compliant

Training:

This apprenticeship is workplace delivery, meaning that there is no day release to Macclesfield College. 

Training Outcome:

There may be a full-time position available upon the successful completion of this apprenticeship.

Employer Description:

Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth Individuals and the employee benefit market. Apogee now manages over £220m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.

Working Hours :
Monday - Friday 7.5 hours per day (Exact times to be discussed upon interview).

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