What you’ll be doing:




Welcoming clients and ensuring a professional, friendly first impression




Answering calls, taking and passing on messages




Managing the CRM system, including updating client records and matching fees




Preparing pre-meeting documents such as valuations and illustrations




Scheduling and following up client appointments




Handling incoming post and scanning documents to client files




Assisting with quarterly client mailings




Distributing emails received through the company website




Supporting the Customer Relations Manager with client suitability reports after annual reviews



Training provided:




Level 3 Business Administrator Apprenticeship Standard




Functional Skills in maths and English (if required)




Training delivered in the workplace



Requirements:




GCSEs (or equivalent) in maths and English (grades 4–9)




Strong IT skills (Word, Excel, Outlook) – training will be given




Excellent communication and organisation skills




Ability to work as part of a team and use initiative




High attention to detail



Future prospects:




Opportunity to secure a permanent position and progress within the business after completing the apprenticeship



About the employer
This organisation provides expert financial advice on pensions, savings, investments, insurance, and mortgages. They pride themselves on being approachable, professional, and committed to building long-lasting client relationships.


Training


Qualifications required


Skills required


Prospects

Qualification / Standard : ST0070 Business administrator
Duration