Overview
Burfield Financial Planning are based in Northwich and are looking to recruit an enthusiastic 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
Level 3 Business Admin Standard
Off the job training will include the support of a fully qualified Total People Learning Coach. Also training will take place in the form of live, interactive webinars and an Online system called Onefile will be used to complete all necessary assignments. There will be a final examination.
Career progression
Full-time position planned for the right candidate based on successful completion of the apprenticeship process and company finances at the time.
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. We provide an excellent customer experience for all our clients. We believe they have the right to expect value for money from us, and that is what we constantly strive to deliver.
Employer
BURFIELD FINANCIAL PLANNING LIMITED
Address
12 CHESHIRE BUSINESS PARKCHESHIRE AVENUE
LOSTOCK GRALAM
NORTHWICH
CW9 7UA View Map