Appletree has a large customer base spread across the North West, although primarily our clients are within the Fylde Coast.
The role includes supporting 6 Financial Advisers that work with Appletree, arranging client appointments, preparing documents for meetings, and managing diaries. The Apprentice will be expected to work within a busy team environment.
Key Responsibilities:
* Telephone work
* Computer work
* Specialist software functions
* Customer service, which is the primary focus of everyone at Appletree
The ability to multi-task is important, and having a positive attitude to work and self-development is key. Full training will be provided, and regular reviews will ensure satisfactory progress is made, and that both parties are enjoying the working relationship.
Training and Qualifications:
The successful candidate will work towards completing the Level 3 Business Administration Standard from the Institute for Apprenticeships & Technical Education, delivered by Blackpool and The Fylde College. The apprenticeship includes off-the-job training, with 20% of the apprenticeship (equal to one full day a week) dedicated to developing skills outside of work.
Personalised programme: Your B&FC apprenticeship is made up of several different elements, each reflecting your individual abilities and career goals. Expert tutors and assessors with relevant industry experience will support you to achieve all your goals.
Requirements:
* Level 3 minimum of English and maths grades A*- C (9-4) (or equivalent) are desirable, or willingness to complete Functional Skills Level 2
* Computer skills, ideally aware of and used Microsoft Works
* A confident telephone manner and ability to work under pressure
* A good standard of English and punctuation, as the role will include email work and letter creation
Prospects: Progression in pay will be based on skills and progress made in all areas of the job role. Appletree is a small company that rewards all staff with a strong desire for personal development and increases their understanding of the Financial Services industry. There is future potential to progress into a Financial Adviser role.
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