Business Administration Apprentice - Southampton, United Kingdom - Peta Ltd

Peta Ltd

Verified Company

Southampton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About The Role:

Do you have a positive attitude and are confident in communicating at all levels? Are you eager to learn and develop in a professional and exciting role? If so, keep reading to find out more about the Business Administration Apprenticeship with Sheila Tarr.

PETA Ltd are proud to be working with Sheila Tarr to recruit and train a Business Administration Apprentice to support with a variety of duties.

We are looking for someone who has strong organisational and interpersonal skills, who is efficient in completing tasks to high standards.

Training to be provided:

Level 3 Business Administrator Apprenticeship Standard. You will complete a 15-month apprenticeship which includes 12 days at the PETA training centre in Cosham. You will be supported every 6 weeks with visits from your PETA Learning & Development Coach.

About the role:

The Business Administration Apprentice role with Sheila Tarr is an exciting and varied role, your duties will include but are not limited to:

General office duties including filing, scanning and managing post and office supplies
Meeting and greeting clients who come into the office
Assistance in collection of management information
Supporting advisers with various tasks
Ensuring office spaces are clean and tidy for both staff and visitors
Gather information to allow for preparation of review packs
Research for advisers (performance, charges etc)
Daily chase list/updating clients
Arranging client appointments and coordinating diaries
Answering phones/client queries
IT support

This role has been identified as being a role which includes competencies falling under regulatory framework. As such there are areas of training needed through the year.

This training can be developed over time depending on the extent of work carried out:

Gain an understand of the key characteristics, risk and features of both investments and products available through the firm
Build an understanding of general tax implications and costs to be incurred by the client in the context of transactions
Understand company view and culture inline with consumer duty. Ensure behaviour and actions adhere to company expectations
Understand issues relating to market abuse and antimoney laundering
Understand what a conflict of Interest is, how it may arise and how to manage it
Understand the company gift and inducement policy rules
Keep up to date with changes in company policies and procedures
Recognise the difference between information and advice

What are the career prospects at Sheila Tarr?

Essential Skills:

Attention to detail
Ability to interpret data and to analyse where existing procedures and practices can be improved
Excellent standard of written & verbal communication
Ability to empathise and build strong business relationships with our clients other staff and strategic partners
Good computer knowledge and skills, must be comfortable with Microsoft word and Excel

Desirable skills:

Experience in a client/customer facing role
Background in the financial industry would be an advantage, however full training will be provided

About Us:

Our business has been built on the ideal from Sheila Tarr that the client comes first and this is still central to our proposition.

Sheila Tarr established the business in 1997 and it has become a reputable, local business that receives large levels of client referrals, something which we pride ourselves on.

The firm recognises the need to continually develop to ensure we offer our clients comprehensive and clear advice. Our core values drive excellence throughout our work and our relationships with clients, colleagues and other specialist advisers.

Sheila Tarr consist of a dedicated team with several decades of combined experience in financial services.

Everyone in the business shares the same passion for putting our customers first and providing the right advice and solutions for every individual.

Benefits:

20 days holiday plus bank holidays
Support with relevant and approved qualifications funding for material and exams
Potential for salary increase throughout apprenticeship
Free parking
Close to public transport links