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 - Friday, 9.00am - 5.00pm.

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