Apprentice Administration Assistant
DJS WEALTH ADVISER LLP
RADSTOCK, BA3 3FJ
Closes tomorrow (Monday 7 October at 11:59pm)
Posted on 23 September 2024
Contents
Summary
DJS Wealth Adviser LLP has an exciting opportunity to join their small friendly team. As an Apprentice you will provide dedicated support to the Practice. Assisting with client servicing, marketing and client events. You will also support the Advisers and team with the day to day running of the Practice.
- Annual wage
- £13,312 a year
- Training course
- Business administrator (level 3)
- Hours
-
Monday to Friday 9am until 5pm
40 hours a week
- Possible start date
-
Friday 1 November
- Duration
-
1 Year 6 Months
- Positions available
-
1
Work
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at work
- Prepare client meeting files for planning meetings.
- Meet and greet clients assist to the meeting room and make refreshments.
- Prepare and send Letter of Authorities.
- Birthday cards – prepare monthly ready for posting.
- Assist with obtaining/chase relevant information from existing providers.
- Send letters/emails to client regarding planning meetings.
- Create tasks.
- Scan files and check before shredding so we can continue to be a paperless office.
- Open post and deal with accordingly.
- Scanning of documents.
- Ensure calendars and diaries are prepared for adviser’s planning meetings.
- Assist with the organising of client events.
- Contacting providers to chase outstanding paperwork.
- Answer telephone call and transfer to appropriate line.
Where you’ll work
DJS WEALTH ADVISER LLP
HERITAGE PARK
THE STREET
RADSTOCK
BA3 3FJ
Training
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation
BATH COLLEGE
Your training course
Business administrator (level 3)
Equal to A level
Course contents
Your training plan
Business administrator Level 3.
Training will take place one day per week and will consist of face to face learning and remote learning.
Functional skills if required.
Requirements
Essential qualifications
GCSE in:
- English (grade 4/C or above)
Desirable qualifications
GCSE in:
- Maths (grade 4/C or above)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Number skills
- Team working
About this company
DJS Wealth Adviser LLP is a family run Practice offering value advice. We take pride in providing a full holistic financial planning service to clients and building long-term trusted relationships between our advisers and our clients.
After this apprenticeship
Future progression available at the Practice within the various areas we advise - Mortgage, Protection or Paraplanning.
Ask a question
The contact for this apprenticeship is:
DJS WEALTH ADVISER LLP
Lisa Thorne
lisa.thorne@sjpp.co.uk
01225328752
The reference code for this apprenticeship is VAC1000275025.
Apply now
Closes tomorrow (Monday 7 October at 11:59pm)
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