Overview
Burfield Financial Planning based Northwich are looking to recruit an enthusiastic Office Business Administration Apprentice to join their Independent Financial Adviser team.
About the apprenticeship
Daily duties may include but are not limited to:
- Filing, photocopying, and most ad hoc office duties
- Use Microsoft Word, Excel, Outlook and Client Management System
- Using templates to compile letters and sending them out to clients
- Post Handling
- Other related tasks as reasonably requested
This employer has a successful history of taking on and developing apprentices over a number of years.
Apprenticeship qualification and training
- Business Admin Level 3 Apprenticeship Standard
- Functional skills if required.
- EPA
About the employer
The directors of Burfield Financial Planning Ltd, Chris Dando and Peter Jenkins established the company with the belief that professional financial advice can add significant value to individuals, and considerably enhance their retirement plans. Whilst focusing on retirement, we provide a full range of financial solutions to both individuals and businesses alike.
25 Year's Experience, Delivering Excellence, each adviser in the company has over 25 years’ experience in helping clients achieve their financial goals.
Our team is at the heart of our business and is committed to delivering an excellent customer experience for all our clients. We believe you have the right to expect value for money from us, and that is what we constantly strive to deliver.
Tailored Financial Planning and Advice
Tailored, impartial advice for all your financial needs. Our advisers can offer detailed guidance on a wide range of concerns. You might be looking to invest an unexpected windfall, preparing to launch a new business or just in need of a quick financial tune-up. Whatever you’re looking for, Burfield Financial Planning can provide experience and know-how to help you to achieve your goals.
Qualified Financial Planning
Our Financial Planning Experts are qualified to provide you with independent financial planning advice.
Employer
Burfield financial planning limited
Address
12 Cheshire Business ParkCheshire Avenue
Lostock Gralam
CW9 7UA View Map