Business Support Apprentice.

APOGEE WEALTH MANAGEMENT LIMITED Knutsford

Candidates will be responsible for the processing of new business, proactive onoing client service support, servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers.

Advanced Business administrator Level 3 (A level)

Opportunities from APOGEE WEALTH MANAGEMENT LIMITED | GetMyFirstJob

  • NAS Reference
    VAC001839166
  • Annual wage
    £13000.00
  • Hours
    37.50 per week
  • Working Week
    Monday - Friday 7.5 hours per day (Exact times to be discussed upon interview)
  • Date Posted
    28/03/2022
  • Start Date
    04/07/2022

  • Location
    Knutsford
  • Expected Duration
    18 months
  • Status
    Now Taking Applications
  • Sector
    Business administrator
  • Employment Type
    Advanced Level Apprenticeship
  • Employer
    APOGEE WEALTH MANAGEMENT LIMITED

Description of Opportunity

Candidates will be responsible for the processing of new business, proactive onoing client service support, servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers.

For more information about this vacancy please contact Maxim Business Training 01625 410000 apprenticeshiprecruitment@macclesfield.ac.uk - MACCLESFIELD COLLEGE (Ref ID: VAC001839166)

Experience of using computer Computer literate, conscientious and have a good attention to detail Excellent communication skills, both written and verba Able to work within defined business processes Ability to achieve agreed outcomes without supervision Prioritise own work load, and the work load of the Business Support team Ability to multi task and prioritise effectively and aassist in ad-hoc projects when required A good working knowledge of protection, pensions and investment products Proficient in using MS Excel, Outlook and Word
Desirable: 5 GCSE’s A-C (8-4) including maths and English or equivalent
Self-driven, results-oriented with a positive outlook A natural forward planner who critically assesses own performance Reliable, tolerant, and determined Keen for new experience, responsibility and accountability Able to get on with others and be a team-player
Benefits will include: Competitive salary Study support Death in Service Benefit Flexible working Company pension scheme Free Parking
After completion of your apprenticeship you will potentially have the opportunity to progress onto full time positions within the business
Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth Individuals and the employee benefit market. Apogee now manages over £220m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.  Apogee has exciting growth plans over the next 5 years and wants to expand its highly valued Business Support team to support its clients facing advisers.

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