Apprentice Paraplanner

Recruiter
Atwal Wealth Management
Location
968, Warwick Road, Solihull, B91 3HN
Salary
£185.50 per week
Posted
30 Apr 2021
Closes
07 May 2021
Ref
VAC001704848
Specialism
Other
Sector
Unspecified
Role Type
Apprenticeship, Higher
Start Date
June
Duration
Permanent
The successful applicant will work within an office environment. As our paraplanner apprentice, you will be involved in a wide variety of administration and customer service tasks. You will deal with queries, both in person and by telephone, and provide information and advice about the service.

Tasks may involve:
  • Making and receiving telephone calls, ensuring messages are forwarded on to relevant staff
  • Typing of letters
  • Photocopying
  • Scanning
  • Filing and maintaining internal documents
  • Emailing information and messages to staff
  • IT duties using Microsoft package including Outlook, Excel and Word
  • Datainput
  • Excel spreadsheet use
  • Submission of applications
  • Procession of documentation in relation to applications
  • Chasing of documentation
  • Proactive customer contact and communication.
  • Dealing with customer queries in relation to their monies and their investments assisting with withdrawals
  • Report writing
  • Research in preparation for client recommendations


Requirements and prospects

Desired skills

  • Works well with other people
  • Ability to follow instructions and complete tasks set
  • Able to work using own initiative
  • Able to communicate effectively in spoken or written form
  • Well organised
  • Able to use ICT - word processing, emails, internet, social media


Personal qualities

  • Positive 'can do' attitude
  • Enthusiasm
  • Reliable
  • Committed
  • High expectations
  • Sense of humour
  • Team player


Desired qualifications

  • Minimum ofgrade C (4) and above at GCSE over 5 over subjects including English and maths
  • A-level's completed or level 3 qualification


Future prospects

We believe that by working in our organisation you will be given the opportunity to develop the knowledge, skills and experience that will allow you to be successfully employed in the future in the financial services sector.

Things to consider

This is a fast paced office, you need to be prepared to work hard and support the team when possible.

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