Business Support Apprentice

Duties:

  • Responsible for supporting the administration team
  • Receiving & acting on instructions from Business Support Staff following client meetings
  • Maintaining actuate records using our internal back office system
  • Creating & producing letters & invoices
  • Carrying out all tasks in a manner consistent
  • Liaising with clients & product providers
  • Preparation of existing client valuations / files ready for reviews
  • Process of new business
  • Ensuring all client files are compliant
  • Employer: APOGEE WEALTH MANAGEMENT LTD
  • Location: Knutsford, WA16 8GS
  • Hours: Monday - Friday 7.5 hours per day (Exact times to be discussed upon interview)
  • Salary: £13,000.00 annual wage
  • Closing date: 28/06/2022
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