Office Junior Apprentice

Key Responsibilities:

Carry out general office duties, including scanning, filing and post handling Provide general administrative support to our administration team and advisers Input and update client information accurately into our back-office system Maintain and organise electronic and paper-based client files Ensure all files are complete and compliant with internal procedures and regulatory requirements. Liaise with product and service providers regarding client requests and documentation. Support advisers and administrators with administrative tasks as required. Ensure confidentiality and data protection compliance at all times.

Training:

You will attend our Digbeth Campus one day a week on a Wednesday 9am-5pm. You'll be working towards a Level 3 Business Administrator apprenticeship standard.

Training Outcome:

There may be a full time position available at the end of your apprenticeship 

Employer Description:
Whateley Wealth Management is a specialist firm dedicated to helping clients achieve financial peace of mind. We offer access to a wide range of financial products and services, guiding individuals through complex financial decisions to help secure the future they deserve. As the financial landscape evolves, we remain committed to continually enhancing and refining the services we provide.

Working Hours :
Monday-Friday 9am-5pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Presentation skills,Administrative skills,Team working,Creative,Initiative,Non judgemental