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.
Closing date: 30 Jun 2023
Apprenticeship summary
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Annual wage
£15,000.00
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Working week
Monday- Friday, 8.30am-5.30pm.
Total hours per week: 40.0
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Expected duration
18 Months
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Possible start date
12 Jul 2023
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Date posted
02 May 2023
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000159780
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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
Qualifications
About the employer
Employer
TRUE POTENTIAL LLP
Address
Newburn House Gateway West
Newburn Riverside
Newcastle Upon Tyne
NE15 8NX
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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