Apprentice Administration Assistant Compass Wealth Management Group Limited

An opportunity has arisen at one of the South’s leading Wealth Management companies; this Apprenticeship will give you the foundations you need to start a career within the financial sector.

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Closing date: 09 Sep 2017

Apprenticeship summary

  • Weekly wage


  • Working week

    Mon-Fri 9.00 am – 5.00 pm (35 hours) 1 Hour lunch

    Total hours per week: 35.00

  • Apprenticeship duration

    13 months

  • Possible start date

    18 Sep 2017

  • Date posted

    20 Apr 2017

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number


  • Positions

    1 available

  • Meet and greet all clients & visitors to the office; offering and providing refreshments when necessary.
  • Inform the relevant person(s) of the clients/visitors arrival.
  • Ensure the client room is kept clean and tidy at all times.
  • Retrieve answer phone messages and relay any messages immediately, providing all necessary information.
  • Answer the telephone in a timely and professional manner, passing messages on to the relevant person providing all necessary information.
  • Answer any telephone queries professionally and efficiently.
  • Make telephone calls to clients/Providers when required.
  • Collect the post from the Post Office each morning.
  • Process all incoming post, faxes & emails and administer appropriately in a timely manner.
  • Upload all incoming and outgoing post to our back office system (True Potential).
  • Add policies, input data and update client accounts on TP.
  • Ensure policy documents and any other relevant documentation is sent to clients and providers within the agreed timeframe.
  • Frank the outgoing post and take it to the Post Office in the evening if necessary.
  • Provide additional support to satellite offices when required.
  • Update client portfolios and generate valuations.
  • Send letters of authority to providers and process accordingly.
  • Ensure stationery and client packs are fully stocked.
  • Ensure that all company policies and procedures are adhered to.
  • Other ad hoc duties including but not limited to scanning, filing, TP updates, purchasing office supplies.

Requirements and prospects

Desired skills

  • Excellent communication skills - Essential
  • An enthusiastic and positive ‘can do’ attitude – Essential
  • Able to priorities own workload and use own initiative - Essential
  • Have a professional attitude and attire – Essential
  • Able to use Microsoft packages such as Work and Excel - Essential

Personal qualities

  • Confident and professional
  • Personable
  • Hard working
  • Presentable
  • Team player
  • Punctual and enthusiastic

Qualifications required

GCSE grades A-C in English, Maths and IT or equivalent qualifications.

Future prospects

Possibility to progress to a Level 3 Advanced Apprenticeship.

Things to consider

Please note all applicants will be required to attend a pre-entry interview with PETA before an application can be progressed. Benefits: • 20 days paid holiday and 8 statutory days holiday. • Progression routes within the company for the right candidate. The current National Minimum Wage for an apprentice is £3.50 an hour. This rate applies to apprentices under 19 and those aged 19 or over who are in their first year. Apprentices must be paid at least the minimum wage rate for their age if they are aged 19 or over and have completed their first year. The minimum wage rates are £5.60 an hour for 18-20 year olds and £7.05 for anyone aged 21 and over. Apprentices are paid for their normal working hours and training that’s part of their apprenticeship (usually one day per week).

About the employer

Harwood Wealth Management Group is a leading financial planning and discretionary wealth management firm. The Group is based in Waterlooville, Hampshire and currently has more than 80 financial advisers who provide financial planning, wealth management advice to retail investment clients, as well as to a number of companies.


Compass Wealth Management Group Limited


5 Lancer House

Hussar Court

Westside View



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Training provider

Throughout the duration of the Apprenticeship you will be required to attend one of PETA training centres for off-the- job training.  The majority of training will be completed with your employer at your place of work.

You will work towards the following qualifications:

  • Diploma in Business and Administration Level 2
  • Functional Skills in English, Maths, and ICT (if required)

Apprenticeship framework

Business and Administration

Training provider


Applications for this apprenticeship are being processed by PETA Limited


Carol Greaves

Before you apply

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Closing date: 09 Sep 2017