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Job Information
Apprentice Administrator New
Liga UK Loughborough, United Kingdom 9 Days Ago
Overview
Job Type: Full-Time
Job Category: Administrative
Posted: 09-08-2019
Salary: £168.75
Ref Number: 3401
Requirements
Minimum Education: Secondary School
Degree Title:
Minimum Experience: Less then 1 Year
Job Status
Job Status: Interviewing
Published From: 09-08-2019
Positions Available: 1
Published Until: 09-10-2019
Liga UK Loughborough, United Kingdom
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Description

We have a wonderful opportunity for a young person to join a young and dynamic team within a financial planning practice in Loughborough.

You will have the chance to experience many areas of the business and have the opportunity to train and improve your existing skills. This is a great opportunity for someone who would like to grow within a financial business.

The role encompasses the following tasks:

Liaising with and greeting clients, both on the phone and in person

Taking new enquiries, both walk in and over the phone

Maintaining client logs

Booking client appointments and amending appointments

General client liaison where necessary

Answering the telephone (in first rotation)

Dealing with payments and invoicing

Maintaining Company records

Managing Petty cash

Ordering and maintaining stationery and general office supplies

Creation and upkeep of client files

Liaising with industry providers and chasing up information requests on behalf of our Financial Planners and Paraplanners.

General office maintenance and filing

Training to be Provided by City & Guilds

You will be working towards an Intermediate/Advanced Apprenticeship in Business & Administration, which will include:

  • At level 3 City & Guilds Diploma in Business
  • Administration
  • Level 2 Functional Skills in Math and English

End Point Assessment

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