Business Admin Level 3 – TOTOS

Apprenticeship, Business Admin
Belmont
Posted 3 months ago

Vacancy description

Main duties:

  • Manage the diaries of the advisory team
  • Produce suitability reports for clients using IT systems and info supplied by advisers
  • Collect outstanding documents and data required from clients over the phone and via email
  • Welcome clients into the office warmly and professionally
  • Take incoming phone calls
  • Suggest ways of improving admin efficiencies
  • Any other administrative duties as required by the management team

Working week: Monday – Friday, 9am – 5pm

Wage: £7 per hour (if under 21) £8 per hour (if under 25)

Expected apprenticeship duration: 15months

Person Specification

  • Learn fast
  • Ambitions with the potential of progressing into sales, paraplanning or management
  • Need to be trustworthy
  • Attention to detail
  • Able to pull together a report
  • Integrity
  • Client confidentiality GDPR
  • A levels / GCSE in business or economics would be preferred

Future prospects

Opportunity to develop into office managerial, client facing advice or paraplanning role.

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