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Junior Sales Support Apprentice

The Spectrum Partnership
Assisting a dynamic team to support a senior partner in a busy financial practice based in Mayfair.

The Spectrum Partnership - Employer

We offer a comprehensive financial planning service for all your investment and protection needs:



18 months

This position is now closed and no additional applications are being taken. If you have any questions please contact the provider who is managing the position.

Job Summary

GBP 237.17
Business & Administration
The Spectrum Partnership

Detailed Job Description

You will be supporting with a range of administration duties. Good communication skills and a courteous approach essential when dealing with clients and other members of the team. You will be computer literate and confident using Word, Excel and Outlook.

  • Prepare client files prior to the client visit.
  • Replying to client queries by letter, telephone and e-mail.
  • Producing client portfolio valuations.
  • Maintaining client records on the company’s database.
  • Contact product providers to chase up progress on current applications.
  • Submitting new business using a mixture of internal and external systems.
  • Provide diary support on a daily basis including confirming appointments with clients and booking meeting rooms.
  • Type up meeting notes and convert into meaningful actions using internal task management system.

Requirements and Prospects

Qualifications required

GCSE Maths & English A-C desirable

Skills required

· Strong typing skills

· Competent in Microsoft Outlook/Word/Excel/Powerpoint

· Using database systems and inputting data

· Confident telephone manner

· Good organisational skills

· Ability to prioritise workload

· Take ownership of tasks

· Financial Services experience desirable

· Communications Skills

Personal Qualities

People-person someone who can liaise with customers on the phone, via email & face-to-face in a confident and approachable manner

Future prospects

Should apprentice display the right aptitude and can do attitude for the role. There is scope to increase salary, job role and gain permanent employment within our senior partners team.

Additional Information

Training provided

City and Guilds full Framework level 2 & 3 QCF apprenticeship, including Functional Skills (Numeracy and Literacy) and full Technical Certificate, employer and employee rights and responsibilities, personal learning and thinking. All training and assessments delivered on employer site.

Seetec Group Ltd - Learning Provider

For more information about this vacancy please contact Seetec Group Ltd on 01702 201 070 or email: (Ref ID:78250)
Seetec Group Ltd


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