Operations Apprentice TRUE POTENTIAL LLP

This is a full-time permanent position administering a wide range request from Advised and Non-Advised clients, including but limited to account creation/closures, trades, withdrawals, and internal cash transfers. This is a fantastic opportunity for the right candidate to earn a salary and gain a level 3 qualification.

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Closing date: 30 Jun 2023

Apprenticeship summary

  • Annual wage

    £15,000.00

  • Working week

    Monday- Friday, 8.30am-5.30pm.

    Total hours per week: 40.0

  • Expected duration

    18 Months

  • Possible start date

    12 Jul 2023

  • Date posted

    02 May 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000159780

  • Positions

    1 available

What will the apprentice be doing?

  • Provide operations support for TPI advisers/clients within TPI
  • Adhering to best practice procedures in all aspects of investment operations related tasks as defined by the firm
  • Provide prompt, efficient, and accurate knowledge/support within all adviser/client service area
  • To assist in ensuring that both service & quality targets are met within the business line to make certain that excellent customer service is provided/maintained by the operations team
  • Processing withdrawal requests within SLA
  • Update client’s investment strategies within SLA
  • Maintenance/creation/closing of account/client records
  • Take ownership of problems/issues and see through to the end doing whatever research is deemed necessary

What training will the apprentice take and what qualification will the apprentice get at the end?

Business Administrator Apprenticeship Level 3 includes:

  • Level 2 Functional Skills in maths and English (if required)
  • Work based delivery of Level 3 Apprenticeship Standard
  • Full company induction including health & safety
  • 20% off-the-job time will be given for study/assignments
  • Monthly contact session with your PV trainer
  • Internal training provided by your employer and workplace mentor

What is the expected career progression after this apprenticeship?

  • Opportunity of full-time position within True Potential following apprenticeship

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Problem solving skills, Administrative skills, Analytical skills, Logical, Team working, Initiative, Accountability for self

Qualifications

GCSE or equivalent English and maths (Grade C/4) Desired

About the employer

True Potential LLP is one of the UK’s most innovative financial services groups. We currently work with close to 20% of UK financial advisers and provide technology, Investments & Pension products to over 1.4 million private clients. The group has more than 300 employees, with Head Office in Newcastle. True Potential Investments LLP (TPI) provide a market leading investment administration service across our product range (GIA, ISA, Personal Pension). Our first-class service is web enabled and provides online access to advisers, clients, and stakeholders. We are committed to providing a quality administration service to our clientele.

Employer

TRUE POTENTIAL LLP

Address

Newburn House Gateway West

Newburn Riverside

Newcastle Upon Tyne

NE15 8NX

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Training

Training provider

PENSHAW VIEW TRAINING LIMITED

Contact

Kathryn Hewitt-Meadows

kathryn.hewitt@penshawview.co.uk

07949964739

Apprenticeship standard

Business administrator

Level 3 (A level)

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