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Trainee Office Administrator Apprentice

Peter Moore Wealth Management Ltd
To contribute to the objectives of the business through provision of full secretarial and administrative support allowing the business to grow. This is a fantastic opportunity to start your business administration career.

Peter Moore Wealth Management Ltd - Employer

We are a Partner Practice of St. James’s Place Wealth Management. Over the past 28 years Peter has helped clients from all walks of life to achieve their personal and financial goals.

Peter Moore Wealth Management Ltd


12 Months

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Job Summary

New Vacancy
Business & Administration
Peter Moore Wealth Management Ltd

Detailed Job Description

  • Prepare valuation reports and meeting packs for each planned meeting
  • Arrange Appointments and confirm appointments by letter
  • Sort all incoming post and dispatch evening post
  • Answer telephone calls within 3 rings taking messages as and when appropriate
  • Chase pipeline business using intranet and/or liaising with the Administration Centre to ensure business is issued
  • Ensure all case administration is completed including collation of paperwork and business submission
  • Perform all administrative duties associated with seminars and other marketing as required (Quarterly Investors, Christmas Cards and Hampers)
  • Complete any general administrative tasks such as typing and photocopying as directed by the Practice Manager

Requirements and Prospects

Qualifications required


Skills required

  • Competent in Microsoft packages
  • Good Word Processing Skills
  • Confident on the phone
  • Good organisational skills
  • To be able to prioritise workloads
  • Good written communication
  • The ability to use own initiative
  • Motivated and enthusiastic

Personal Qualities

  • Loyal
  • Ability to receive dictation
  • Committed
  • Presentable
  • Hard working
  • Enthusiastic
  • Team player
  • Good time keeping
  • Willingness to learn new skills
  • Positive attitude

Future prospects

Upon completion of the apprenticeship, this company will be looking to keep the apprentice on full time. There will also be the potential to progress onto higher level apprenticeships.

Additional Information

Training provided

Full on-the-job training and support will be provided to enable the successful applicant to undertake the full range of duties required of the role.

In addition, training will also be provided towards the Apprenticeship in Business Administration Level 2 through in-house delivery.

The Business Administration Level 2 consists of the following:

  • Level 2 NVQ in Business Administration
  • Technical certificate
  • Employment Rights and Responsibilities
  • Functional Skills in Literacy and Numeracy

Babington Group - Learning Provider

Always at the forefront of innovation, Babington is a pioneer of the Apprenticeship programme. They ran the first Accountancy Apprentice in the country and the first Insurance Apprentice in the North of England. So they really have the experience and expertise needed to ensure top quality training.

If you're interested in what else Babington offer. Follow the link below.

For more information about this vacancy please contact the provider Babington Group on 01332 345450 or email: (Ref ID:75569)
Babington Group


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