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Level 3 Business Administrator Apprenticeship in Cheltenham, with progression into Wealth Management

  • Digby Associates
  • Cheltenham, Gloucestershire
  • £12000 per annum

Digby Associates is a Wealth Management Firm based in the heart of Bristol’s city centre, with an additional office in Cheltenham. Founded in 2007, we have built our business on reputation – the caring financial advisers who want to add value to our clients lives. We specialise in providing bespoke financial advice and services to clients on Investments, Mortgages, Pensions and Inheritance Tax mitigation. The first meeting is at our expense and without any obligation. Our advice is tailored, so we invite you to get in touch to see how our team can support you in achieving your life goals an...

Vacancy provider logo for Next Level

  • GMFJ Reference
    249346
  • Wages
    £12,000 p/a
  • Hours
    35.00 per week
  • Date Posted
    26/04/2024
  • Start Date
    02/09/2024
  • Approx. Duration
    14-month course + gateway

  • Location
    Cheltenham
  • Status
    Now Taking Applications
  • Sector
    Business & Administration
  • Opportunity Type
    Advanced Level 3
  • Apprenticeship Standard
    Business administrator (ST0070)
  • Employer
    Digby Associates

Description

Your role is to provide support to the financial and wealth advisors allocated in their group.

Additionally, you will be providing clerical and administrative support to the management team at Digby Associates.

Main Responsibilities:

  • Prepare all client valuations and supporting documentation for all review meetings.
  • Track client review dates and book appointments for the advisors.
  • Correspondence with clients – via emails, letters and over the phone.
  • Attending client meetings and taking notes.
  • Data entry into spreadsheets and inputting client data into our online databases, for this you must be able to demonstrate a good attention to detail.
  • Keeping client files up to date/organised and where possible, storing information online.
  • Help the advisors prepare and gather information on client policies and investments.
  • Assisting advisors with cases.
  • Scan all relevant client information and incoming post from providers.
  • Take the post at the end of the day.
  • Tracking the advisor renumeration.
  • Answer the phone in the first instance (within three rings) so calls can be managed for the advisors.
  • Answer the door to clients/providers, making sure they sign in and offering coffee and tea.
  • Always assist in keeping the office clean and tidy.
  • Assist the management team with a variety of tasks, including arranging client social events, HR and HSE updates, ordering office stationery and any other general duties.


For more information about this vacancy please contact Next Level on 07717376008 (Ref ID: 249346)

Company website : https://www.digby-associates.co.uk/

  • Good communication Skills.

Minimum of 5 GCSE passes including Mathematics and English at least grade 4 or above (or equivalent grade C or above).

Any A-level, Diploma equivalent or Degree in relevant subjects would be advantageous.

Working with Next Level to complete your apprenticeship over 14 - 16 months, studying towards a Business Administrator apprenticeship. During this time you will understand business in more depth, develop vital IT skills and grow your career.

  • Business Administrator apprenticeship Standard (14 months)
  • Functional skills development in English and Maths (if required)
  • Workshops hosted fortnightly and training days at our academy and online
  • Tutor-led workplace assessments and ongoing support
  • One to one support from your tutor in the workplace
  • Further enrichment activities to enhance your skill set

Adept at Microsoft Excel/Microsoft Word and generally computer literate

Exceptional attention to detail


Excellent communication skills


Organised andcan work to a deadline


Canwork independently as well as being a team player


Problem-solving approach


Professional appearance and attitude


Positive and helpful mindset

Natural job progression into Wealth Management.

Additional Benefits – Company Pension Scheme, Company Death in Service, Company share purchase scheme, and paid holiday commencing at 22 days, incrementally increasing up to a maximum of 25 days following a successful probationary period. The holiday allowance is in addition to the usual annual U.K. bank holidays.

  • Training provided on company procedures and customer service protocols.
  • Opportunities for career advancement within the company.
  • A supportive team environment fostering collaboration and growth.
  • Regular feedback and performance evaluations to support professional development.

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