Business Administration

2 months ago


Gateshead, United Kingdom My Learning Skills Full time

**Business Administration Level 3 Apprentice**:
**Safeguard Financial Services**:
£ 256.00 - 40 hours per week

**Working week**:Mon - Sat - 9-6 shifts vary

**Role and responsibilities**:

- Checking Mortgage and Protection Advisers files to ascertain the correct information and recommendations have been provided to the clients.
- Transferring client information onto our networks CRM system.
- Liaising with our Network to resolve any queries regarding our client’s files.
- Requesting missing information or documentation from the advisors or clients.
- Scanning, saving and uploading documents to the CRM system.
- Completing suitability letters to clients.
- Completing daily task sheets to track workload.

**Required Skills**:

- Good attitude to work

**Training and support**:
Learning and Skills apprenticeship programmes are delivered through a mixture of face-to-face and virtual methods by our fully qualified and industry experienced apprentice training team. Using their expert knowledge gained from time spent in the industry, weve tailored our programmes to use the most up-to-date tools and technologies so that the skills we create can be used directly in the workplace. As one of our learners, youll benefit from coaching, help and guidance from our dedicated team whose job it is to ensure your success. Successful completion of this apprenticeship gives you an accredited Business Administration Level 3Apprenticeship qualification

Business Administration Level 3



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