Business Admin Apprenticeship

5 days ago


Poole, United Kingdom Aspire Training Team Full time

The Aspire Training Team are looking for a confident, organised and punctual individual to complete a Level 3 Business Administration apprenticeship as part of a close-knit and friendly team at Lewis Investments in Poole.

Lewis Investments are an independent financial service provider based in Poole with approximately 40 employees. Established in 1987 Lewis Investments provides a unique approach to clients and their finances.

This is a fantastic opportunity for someone looking to take their first steps towards an administrative career, gaining your Level 3 Business Admin Apprenticeship whilst working for a very successful company.

Your duties as an apprentice within this organisation will include but are not limited to:

- Assisting the Financial Advisers with all aspects of Financial Services Administration.
- Using electronic database (IRESS/XPlan)
- Update and maintain back-office systems and client files
- Process and deal with new business to internal SLA deadlines
- Processing changes and amendments to client investment choices
- Deal with all incoming and outgoing post and wherever necessary in the general administrative functions needed to further the company’s development
- Liaise with Clients, Providers, and Advisers
- Process post meeting pack and update information
- Prepare correspondence in a style matching the general standards of the company and to perform as required by the company general secretarial duties and all financial based administrative functions
- Keep accurate and timely records of all communication with clients and product providers
- General administrative duties
- In the absence of the receptionist to provide reception cover welcoming clients and visitors to the office.

You will also be hardworking, have an eye for detail, have a strong character, good timekeeping skills, an excellent telephone manner and be willing to learn and complete a Business Administration Apprenticeship.

You will ideally have GCSE grades A*-C in both Maths and English Language or equivalent i.e. functional skills, these are desired but they are not essential.



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