Business Administration Apprentice (Apprenticeship)
GetMyFirstJob Ltd, Newmarket, Suffolk
Business Administration Apprentice (Apprenticeship)
£8
GetMyFirstJob Ltd, Newmarket, Suffolk
- Full time
- Permanent
- Onsite working
Posted 1 week ago, 27 May | Get your application in now before you're too late!
Closing date: Closing date not specified
Job ref: 2bdd62af01134d3fa5bc799717c763d0
Location ref: Newmarket, Suffolk
Full Job Description
Welcoming clients and ensuring a professional, friendly first impression
Answering calls, taking and passing on messages
Managing the CRM system, including updating client records and matching fees
Preparing pre-meeting documents such as valuations and illustrations
Scheduling and following up client appointments
Handling incoming post and scanning documents to client files
Assisting with quarterly client mailings
Distributing emails received through the company website
Supporting the Customer Relations Manager with client suitability reports after annual reviews, Opportunity to secure a permanent position and progress within the business after completing the apprenticeship
About the employer
This organisation provides expert financial advice on pensions, savings, investments, insurance, and mortgages. They pride themselves on being approachable, professional, and committed to building long-lasting client relationships.
Functional Skills in maths and English (if required), GCSEs (or equivalent) in maths and English (grades 4-9)
Strong IT skills (Word, Excel, Outlook) - training will be given
Excellent communication and organisation skills
Ability to work as part of a team and use initiative
High attention to detail