Business Administration apprentice

This role forms a key part of the team and, as such, you will be involved in the day-to-day administration of wealth management.

Your duties will include:

General Office Support - taking phone calls, enquiries, requests, greeting visitors who visit the office/offering refreshments and managing incoming mail Client Correspondence - Drafting emails, letters and other documents for clients Data Entry & Record Keeping - Entering data and maintaining client records on the company software system with a view to learning how to produce our client valuation/review packs Document Management - Typing, photocopying, scanning documents Office Supplies - Monitoring and ordering office supplies, ensuring reception area is tidy Processing - Processing new business applications for clients and requesting illustrations from providers

Training:
As part of the apprenticeship, you will complete the Level 3 Business Administrator Apprenticeship Standard You will receive a grade Pass or Distinction on completion The delivery will take place in the workplace and the final exams at one of East Sussex College's campuses The apprenticeship will be delivered fully in the workplace, and you will have assessor meetings every 4-6 weeks and workplace reviews every 10-12 weeks to monitor your progress. There will also be monthly workshops

Training Outcome:
Potential permanent full-time employment on successful completion of the apprenticeship

Employer Description:
For over 35 years, Perspective has provided expert, specialised financial planning and wealth management advice to clients. The Bexhill-on-Sea office is one of Perspective’s 53 offices across the UK.

Working Hours :
Monday to Friday 9am-5pm. 1 hour lunch each day.

Skills:
Adaptability,Organisational Skills,Good communication,Confident with IT software,Experience with Word and Excel