Business Admin Apprenticeship

Shadowing the adviser, visiting clients Completing client files Managing and inputting client data Producing cash flow models for clients Client interaction

Training:

You will work towards an Advanced Level 3 Business Administration Apprenticeship, delivered by VQ Solutions. You will have a dedicated VQ Mentor and will also be supported internally by your manager. During this apprenticeship, you will develop a portfolio, attend workshop sessions and have regular reviews. The best part? All apprenticeship work will be completed during working hours.

Training Outcome:

The majority of our apprentices are offered full-time employment upon the successful completion of their apprenticeship. With this position, there is the opportunity to progress to become a qualified paraplanner or a financial advisor.

Employer Description:
Jones and Partners is a growing financial advisory firm based in Harrogate, offering expert financial planning. With a focus on personal service and long-term relationships, the firm helps clients plan for a secure and successful future through clear, tailored advice.

Working Hours :
Monday - Friday between 09:00 - 17:00.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Non judgemental,Good time management,Flexibility,Ability to prioritise