Business administration apprentice Work, Jobs in Hatton, War (with Salaries)

Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
14d
IT Service Desk Apprentice
QA Apprenticeships —Northampton
- £15,600 - £250,000 a year
- Full-time
- Customer service
- Windows
- Microsoft Office
- Annual leave
- Employee assistance programme
8d
Business Administration Apprenticeship - Level 3
Stanford's Training —Birmingham
- £8 an hour
- Monday to Friday
- English
- Administrative experience
- IT
Quick apply
Safety, Security and Policing Support Apprentice
West Midlands Combined Authority —Birmingham
- £25,598.30 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
6d
Client Service & Operations Assistant
First Intuition —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Lead Tutor (Apprenticeships - Work Skills) - Adult Education Work Skills
Coventry City Council —Coventry
- £33,699 - £39,862 a year
- English
- Business
- Teaching
6d
Apprentice Quantity Surveyor Level 4
Mitie —Dudley
- Full-time
- No experience needed
- Communication skills
3d
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Birmingham
- Full-time
- Hybrid work
- Engineering
- Project management
- Organisational skills
Teaching Assessor – Business Skills
Sovereign & Bale —Birmingham
- £32,116 - £37,800 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Customer service
- English
Quick apply
6d
Employer Engagement Manager
The JTL Group —Birmingham
- Up to £51,100 a year
- Full-time
- Sales
- Business development
- Driving
- Annual leave
- Employee assistance programme
Business Administration Apprenticeship
Heath Lane Academy —Leicester
- £8.00 - £12.81 an hour
- School
6d
Apprentice/Trainee Technician Driver
Trane Technologies —Birmingham
- Weekend availability
- Customer service
- Microsoft Office
- Communication skills
APPRENTICESHIP - Sea Logistics Customer Care Specialist
Kuehne+Nagel —Birmingham
- From £15,600 a year
- Microsoft Excel
- Microsoft Outlook
Senior Project Manager - Water Sector
AECOM —Birmingham
- Full-time
- Hybrid work
- Management
- Engineering
- Project management
Business Administration Apprentice
GE Vernova —Rugby
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
6d
Business Administrator
MSX International —Warwick
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Business Administrator Apprenticeship
Calex UK —Coventry
- Full-time
- Customer service
- Microsoft Office
- Travel
Apprentice HR Administrator
Gateley —Birmingham
- Human resources
- Employee assistance programme
- Flexible schedule
2d
Apprentice Service Technician
Trane Technologies —Birmingham
- Weekend availability
- Customer service
- Microsoft Office
- Communication skills
1d

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business administration apprentice jobs near hatton, war

Apprentice Private Client Administrator

Countrywide Tax & Trust Cooperation -
Leamington Spa

Quick apply

Job details

Full-time | Apprenticeship
From £9 an hour
14 days ago

Benefits

Free parking
On-site parking

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Maths
Mentoring
Organisational skills
IT
Financial services
Communication skills

Full job description

Purpose of the role

This is an apprenticeship position designed to provide practical workplace experience alongside a recognised qualification. The Apprentice Private Client Administrator will provide administrative support to the Private Client Department whilst developing the knowledge, skills and behaviours required to build a career within financial services.

The successful candidate will receive training and mentoring whilst learning about pensions, investments, protection, wills, trusts and other private client services, with opportunities to progress within the business.

Primary Responsibilities

Provide administrative support to the Private Client Advisers and Paraplanners.
Learn to promote the company's services professionally and in accordance with FCA requirements.
Assist with preparing documentation for client meetings.
Help process new business applications and maintain accurate client records.
Support the team with client communications by telephone, email and post.
Learn to deal with client enquiries in a professional and courteous manner.
Maintain confidentiality of client information at all times.
Complete apprenticeship coursework and attend all required training sessions.

Key Tasks

The apprentice will receive training to enable them to:

Develop an understanding of pensions, investments, protection, wills and trusts.
Process Letters of Authority and obtain information from product providers.
Assist with obtaining valuations, illustrations and quotations.
Prepare annual review packs for clients.
Update and maintain the back-office CRM system accurately.
Assist with business processing and monitoring outstanding cases.
Liaise with product providers, solicitors and other third parties where appropriate.
Assist with preparing documentation for Financial Advisers and Paraplanners.
Learn how financial reports and suitability reports are produced.
Input Will and Trust cases onto company systems.
Ensure files and records remain accurate and compliant.
Support the wider administration team with day-to-day tasks.
Attend client meetings with advisers where appropriate as part of their development.
Develop an understanding of FCA regulations and the importance of treating customers fairly.
Complete all apprenticeship learning and work towards achieving the relevant qualification.

No previous financial services experience is required as full training will be provided.

The successful candidate should demonstrate:

Essential

Good communication skills, both written and verbal.
A willingness to learn and develop new skills.
Good organisational skills.
Good attention to detail.
Basic IT skills, including Microsoft Outlook and Word.
Ability to work as part of a team.
Professional and positive attitude.
Good time management.

Desirable

GCSEs (or equivalent) including English and Maths.
Basic knowledge of Microsoft Excel.
An interest in financial services or professional services.
Reliable and enthusiastic approach to work.

Training and Development

The successful apprentice will:

Complete a recognised apprenticeship qualification.

Receive ongoing mentoring and supervision.
Gain practical experience across the Private Client Department.
Develop an understanding of financial services products and processes.
Be encouraged to undertake further professional qualifications where appropriate.
Have regular reviews to support both workplace and apprenticeship progress.

General responsibilities

Demonstrate professionalism and integrity at all times.
Maintain confidentiality in accordance with company policies and GDPR.
Follow company procedures and FCA regulatory requirements.
Attend mandatory training sessions.
Participate in performance reviews and apprenticeship progress meetings.
Contribute positively to the development of the department.
Undertake any other reasonable duties appropriate to the role.

Career Progression

On successful completion of the apprenticeship, there may be opportunities to progress into a permanent Private Client Administrator role, with future development towards becoming a Senior Administrator, Paraplanner, or Private Client Adviser, depending on performance, qualifications and business needs.

Pay: From £9.00 per hour

Benefits:

Free parking
On-site parking

Application question(s):

Are you based in Leamington Spa?
If not, are you willing to relocate to Leamington Spa?

Work Location: In person

Quick apply

Refine Your Search

business administration apprentice jobs in hatton, war

Apprentice Private Client Administrator

IT Service Desk Apprentice

Business Administration Apprenticeship - Level 3

Safety, Security and Policing Support Apprentice

Client Service & Operations Assistant

Lead Tutor (Apprenticeships - Work Skills) - Adult Education Work Skills

Apprentice Quantity Surveyor Level 4

Assistant Project Manager/ Project Manager (Water Sector)

Teaching Assessor – Business Skills

Employer Engagement Manager

Business Administration Apprenticeship

Apprentice/Trainee Technician Driver

APPRENTICESHIP - Sea Logistics Customer Care Specialist

Senior Project Manager - Water Sector

Business Administration Apprentice

Business Administrator

Business Administrator Apprenticeship

Apprentice HR Administrator

Apprentice Service Technician

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