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  • Reference
    252573
  • Wages
    £6.40 per hour
  • Hours
    35.00 per week
  • Date Posted
    24/07/2024
  • Start Date
    09/09/2024
  • Location
    Wakefield
  • Status
    Now taking applications
  • Sector
    Accountancy
  • Employment Type
    Advanced Level 3
  • Employer
    Navigation Wealth Management Ltd

Description

Our aim is to help you to be your best you both inside and outside of work. Being part of the team, and living our core values day in and day out, is what truly makes Navigation Wealth Management a unique place to work. Our core values underpin our vision and drive the business to excel, they are the DNA of our business. They are a set of principles that can help guide your attitudes, behaviours and decisions throughout career with Navigation.

Job duties include:

CONTACTS and RELATIONSHIPS

  • Day-to-day contact with clients.
  • Contact with third party providers to obtain ceding information.

  • Provide administrative support including filing, word processing, scanning, emailing, reception and messenger duties, telephone duties, data input onto and computerised systems.
  • Dealing with client administration requests.
  • Preparing packs for adviser meetings.
  • Assist in organisation of events and training.
  • Ensure booked rooms are prepared for client meetings or events.
  • Greeting clients and providing refreshment for clients and adviser.
  • Open and distribute incoming mail.
  • Record and send outgoing mail.
  • Receive incoming stationery and check against orders.


For more information about this vacancy please contact Kaplan on kaplan.recruitment@kaplan.co.uk (Ref ID: 252573)
Skills Required

  • Keyboard skills/computer literate.
  • Working knowledge of Microsoft Office.

Qualification Required

  • GCSE's grades 9/A* - 4/C including Maths and English.

Training

The apprentice will gain a full understanding of regulatory and ethical implications within financial services.

Understand the importance of supporting the advisors through delivering KPIs and services.


Full competence within systems and processes to support customers. The Final Assessment will contain 3 components, which offer multiple ways of demonstrating competence – all components must be passed for the apprentice to be deemed competent


1. A work based project that contains real activity done in the role. This will be reviewed and scored by the panel members ahead of the interview.


2. A portfolio of recent evidence that demonstrates competence in learning outcomes not covered by the project. This will be reviewed and scored by the panel members ahead of the interview.


3. A panel interview / Viva that allows the panel members to explore particular areas of the standard that have been highlighted during assessment of the project & portfolio – this may be areas of strength, inconsistencies, or where the apprentice does not appear to meet the standard.

Personal Qualities

  • Honesty.
  • Integrity.
  • Hard working.
  • Good communication skills.

Prospects

Full time position in administration with good career path within the company.

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