Financial Administrator apprenticeship
Updating various systems and spreadsheet using our inhouse package Microsoft and google
Supporting advisers with their client banks
Providing client documentation as required
Problem solving
Working within teams
Ad hoc tasks as required
Training:
Business Administrator Level 3.
Training Outcome:
The possibility of a full-time post upon successful completion of the apprenticeship for the right candidate plus further opportunities for training and development across a number of different career paths.
Employer Description:
Compass Financial is a well established financial planning business that provides over 1,800 households with financial advice to preserve and enhance their wealth. Compass Financial has clients across the UK and the central office is based close to Manchester Airport. Compass provides financial advice to clients in person and remotely where appropriate, constantly striving to deliver in a way that best suits our clients needs.
Working Hours :
Monday to Friday 9am - 5pm with half an hour lunch (37.5 hours)
Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Team working,Open and approachable,Team player