Business Administration Apprentice

The Tess Group
DE22 3WZ, Derby
Closing date
25 Dec 2021

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Role Type
Start Date
12-18 months
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Job Description:

Booking in client meetings and confirming meetings

Creating client meeting packs for first meetings, presentations and reviews
Ringing pension and insurance companies to confirm documentation
Organising and sending client birthday cards, Christmas cards and gifts
Maintaining stationery and marketing material levels
Using systems to submit business and record client contacts
Liaising with paraplanners to ensure business is documented correctly
Speaking to the Admin team to resolve client problems
Maintaining a record of all Letters of Authority that are sent/received

Working days/Hours:

30 Hours a week 

Mon- Fri 9am – 5pm


£4.50 an Hour 

Review after 3 months 

About the Organisation:

St. James’s Place is the UK’s largest face to face wealth management
advisory company. We are a FTSE 100 company and look after over £143
billion of our clients money. We were founded in 1991 and now look after over
800,000 clients in the UK


College Business Centre, Uttoxeter New Road, Derby

DE22 3WZ


Chris Simons

07942 114787

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