Business and Administration

Business Administrator Apprentice

Company
With JPB Financial Planning Ltd
Location
Working in Macclesfield (view map)
Level
Level 3
Salary
Paying 250.00 per week
Duration
18 months duration

Vacancy Expired

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About the apprenticeship

This is an excellent opportunity for someone to carve out a career within Financial Services 

The apprentice will join our administration team, which supports our team of independent financial planners. Primarily the main duties will be as follows: The role will be 9-5 Monday to Friday (35 hours per week). The apprentice would secure a salary of between £13-£16,000 pa, dependent on experience and qualifications

 
  • Meet and greet clients 
  • Prepare client valuations 
  • Processing new business
  • Processing Risk Profiling documents
  • Preparing client review packs
  • Liaising with product providers
  • Maintaining accurate client records on various systems
Future Prospects

Upon successful completion of the apprenticeship a permanent full time position will be offered.