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Administration Apprentice - ALTERNO WEALTH LIMITED - Warwick

Administration Apprentice



  • Undertake confidential administrative duties while adhering to FCA regulations, Data Protection, internal policies and procedures
  • Interact with clients, companies and suppliers to resolve queries in a timely and effective manner
  • Work with the financial consultants to prepare client documentation and portfolio reports.
  • Assist the managing director with managerial tasks to prepare documents, help with meeting reports and client documentation
  • Welcome clients and providers to the office, offer refreshments and ensure the adviser is made aware the visitor has arrived
  • Maintain systems and methods for record keeping
  • Open, date stamp all incoming post, scan as necessary. Collect, weigh and correctly stamp all outgoing post
  • Provide a variety of supportive services as directed by the Office Manager or Partner

Weekly wage: £150.00

Working week:  Monday - Friday 9.30am-4.00pm. Includes 30-minute lunch break.

Total hours per week: 30.00

Total hours per week: 40.00

Expected duration: 2 years

Possible start date: 23 March 2020

Personal qualities: 

  • Have energy and drive with a passion for personal development
  • A high work ethic, strong organisational and multi-tasking skills
  • Display a flexible and adaptable approach to the variety and volume of work, with the ability to work under pressure
  • Able to offer a proactive approach to problem-solving, demonstrate attention to detail and case ownership

Desired qualifications:

GCSE (or equivalent) Grades 5/C or above in English and maths 

Administration Apprentice - ALTERNO WEALTH LIMITED - Warwick

Warwick, NY 10990
Apprenticeships, Advanced Apprenticeship

Published on 30 May 2020