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Paraplanner Apprentice L4

Employer
PENTINS FINANCIAL PLANNERS LTD
Location
Canterbury Innovation Centr Unit 12, University Road, Canterbury, CT2 7FG
Salary
£250.00 per week
Closing date
28 Oct 2021

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Specialism
Other
Sector
Unspecified
Role Type
Apprenticeship, Higher
Start Date
December
Duration
Permanent
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Working under the supervision of the Office Manager within our Paraplanner and Administration team, the role involves:
  • Dealing with enquiries by telephone and email
  • Logging and scanning correspondence
  • Updating and maintaining client databases and systems
  • Performing benefit calculations
  • Preparing letters, reports, quotations and other paperwork
  • Preparing and coordinating mailings and meeting packs
  • Liaising with external organisations and insurance companies
  • Maintaining accurate records in respect of actions taken, to ensure that the process is efficient
  • Carry out any other duties requested by line manager to assist with general office duties and to develop the apprentice to their full potential


Requirements and prospects

Desired skills

  • Attention to detail
  • Strong written and spoken communication skills
  • Good IT literacy
  • Good organisational skills


Personal qualities

  • An interest in finance/investments/insurance
  • Willing to learn and open-minded
  • An inquisitive mind and willingness to ask questions
  • Willing to show initiative
  • Enthusiastic
  • A positive attitude


Desired qualifications

Minimum 5 GCSEs at grades 9-4 (A*-C) (or equivalent) in English andmaths.

Future prospects

We would like the apprentice, on completion of the course and relevant training, to become a full-time employee and continue their career development with us.

This has been the case with our previous Apprentices.

Things to consider

This is an office based role within a Dynamic business so you will do a variety of roles and will be supporting other staff in completing Client work.

Good written and inter-personal skills are a must, as the role involves proficient communication with other staff and clients.
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