Business and Administration Apprenticeship Compass Wealth Management

This is a great opportunity for the candidate to gain experience in an office environment, learning a range of skills and being a member of a team. This is a great first step for those interested in the financial sector, there may be an opportunity to progress further after the apprenticeship period.

Sign in to apply

Closing date: 22 Oct 2017

Apprenticeship summary

  • Weekly wage

    £140.00

    Wages explained

    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).

  • Working week

    Monday -Friday 9.00 a.m - 5.00 p.m

    Total hours per week: 40.00

  • Apprenticeship duration

    12 months

  • Possible start date

    23 Oct 2017

  • Date posted

    12 Sep 2017

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number

    VAC001308489

  • Positions

    1 available

The main function of this role will be to provide support to the consultants who are offering advice and valuations to their clients. As well as range of basic administration tasks, the role will involve collecting information from clients so that the consultants can make accurate assessments and valuations.

With on going training the apprentice will be doing the following daily tasks:

  • Calling clients to gather information.
  • Recording information accurately and updating the database accordingly.
  • Gathering together documentation that the consultants will need when making valuations. This will also involve in dealing with paperwork both pre and post meetings that consultants have with the clients.

The apprentice will also be involved in other tasks such as photocopying, filing, sending/receiving post and answering the telephone in a polite and timely fashion.


Requirements and prospects

Desired skills

  • Good attention to detail.
  • Good telephone manner.
  • IT skills to include working knowledge of Outlook, Word and Excel.

Personal qualities

  • Reliable.
  • Desire to do a good job.
  • Ability to work in a team

Qualifications required

None specified

Future prospects

A more permanent post may be offered to the successful apprentice after the apprenticeship period. The possible opportunity to move on to different qualifications.

About the employer

Compass Wealth Management are one of the South's leading Wealth Management Advisers & investment Managers. From a modest beginning in 2001 Compass has become one of the most successful Wealth Managers in the South advising clients with invested assets in excess of £700 million under administration. Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike. Through our regional offices, and using the latest technology, we accommodate the differing needs of clients by offering face-to-face financial planning and wealth management. Compass is an organisation whose purpose is to help Private and Corporate clients understand, create, protect, and increase their assets.

Employer

Compass Wealth Management

Address

Unit 7

Acorn Business Park

Ling Road

Poole

BH12 4NZ

You must have JavaScript enabled to view a map of the location


Training provider

The successful candidate will work towards the Diploma in Business and Administration Level 2 as part of the apprenticeship framework.

Apprenticeship framework

Business and Administration

Training provider

FNTC TRAINING AND CONSULTANCY LIMITED

Applications for this apprenticeship are being processed by FNTC


Before you apply

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.


Sign in to apply

Closing date: 22 Oct 2017