Business Support Apprentice APOGEE WEALTH MANAGEMENT LTD
Candidates will be responsible for the processing of new business, proactive onoing client service support, servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers.
Closing date: 27 Jun 2023
Apprenticeship summary
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Annual wage
£13,000.00
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Working week
Monday - Friday 7.5 hours per day (Exact times to be discussed upon interview)
Total hours per week: 37.50
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Expected duration
18 Months
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Possible start date
03 Jul 2023
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Date posted
18 Aug 2022
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000078820
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Positions
1 available
What will the apprentice be doing?
Duties:
- Responsible for supporting the administration team
- Receiving & acting on instructions from Business Support Staff following client meetings
- Maintaining actuate records using our internal back office system
- Creating & producing letters & invoices
- Carrying out all tasks in a manner consistent
- Liaising with clients & product providers
- Preparation of existing client valuations / files ready for reviews
- Process of new business
- Ensuring all client files are compliant
What training will the apprentice take and what qualification will the apprentice get at the end?
Level 3 Business Administrator Apprenticeship Qualification
What is the expected career progression after this apprenticeship?
After completion of your apprenticeship you will potentially have the opportunity to progress onto full time positions within the business
Requirements and prospects
Desired skills and personal qualities
Qualifications
GCSE or equivalent Maths (Grade 4/C+) Desired
Things to consider
About the employer
Employer
APOGEE WEALTH MANAGEMENT LTD
https://www.apogeewealth.co.uk/
Address
1 BOOTH PARK
CHELSFORD ROAD
KNUTSFORD
WA16 8GS
Training
Training provider
MACCLESFIELD COLLEGE
Apprenticeship standard
Business administrator
Level 3 (A level)
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