Job Description
Our client provides high quality advice on areas such as Life Assurance, Pensions and Investments. They are authorised financial advisors acting on their clients behalf, working to deliver a wide range of cost effective tailored solutions for all their clients. They are a small team who can offer excellent career progression and they have opportunities for the apprentice to become more involved in the para planning and advisory role after the apprenticeship is completed. Key responsibilities: Organising the postAnswering telephone callsDiary managementPA duties to the advisorsFollowing up on documents from surveysPreparing emailsGeneral administration including project work Person specification: Confident but polite telephone mannerGrades 4/C or above in Maths and English GCSEsMicrosoft Office proficientExcellent communication skillsWillingness to learn This role is supported by Business Administration level 3 apprenticeship training through Starting Off.
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