Business Administrator Level 3 Apprentice

Manage incoming and outgoing post, including scanning and filing documents. Maintain office supplies and ensure meeting rooms are prepared. Greet clients and visitors, providing a friendly and professional reception. Update and maintain client records using our CRM system. Liaise with third-party providers and in-house teams via phone and email. Handle initial client inquiries promptly and professionally. Assist in preparing reports, presentations, and spreadsheets. Ensure all documentation is accurate and complies with company procedures.

Training:

You will be enrolled in the Level 3 Business Administrator Apprenticeship program, which includes:

Off-the-Job Training: Attend regular sessions with your training provider to develop your knowledge and skills. On-the-Job Experience: Gain practical experience by working alongside experienced staff members. Professional Development: Receive mentoring and support to help you progress in your career.

Training Outcome:

Upon successful completion of the apprenticeship, there may be opportunities to progress within the company, potentially moving into roles such as:

Office Administration Paraplanner Client Relationship Manager Financial Planner

We are committed to supporting your career development and helping you achieve your professional goals.

Employer Description:
We are an award winning, client-focused financial planning practice, committed to helping individuals, families & businesses achieve their financial goals with clarity, confidence, and integrity. Our team of qualified financial planners and support staff are passionate about delivering exceptional service, trusted advice, and tailored wealth management strategies.

Working Hours :
Mon- Fri 9am-5pm.

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