Business Administration Level 3 Apprentice - Gateshead, United Kingdom - My Learning Skills

My Learning Skills
My Learning Skills
Verified Company
Gateshead, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Business Administration Level 3 Apprentice:

Business Administration Level 3

15 months


Overview:


Safeguard Financial Services Limited:

Gateshead, NE11 0HF


£211.20

Per Week


40 Hours
Per Week


Role and Responsibilities:


  • Checking Mortgage and Protection Advisers files to ascertain the correct information and recommendations have been provided to the clients.
  • Transferring client information onto our networks CRM system.
  • Liaising with our Network to resolve any queries regarding our clients files.
  • Requesting missing information or documentation from the advisors or clients.
  • Scanning, saving and uploading documents to the CRM system.
  • Completing suitability letters to clients.
  • Completing daily task sheets to track workload.

Required Skills:

Knowledge of Microsoft Office and similar packages


Required Skills:


Learning and Skills apprenticeship programmes are delivered through a mixture of face-to-face and virtual methods by our fully qualified and industry experienced apprentice training team.

Using their expert knowledge gained from time spent in the industry, we've tailored our programmes to use the most up-to-date tools and technologies so that the skills we create can be used directly in the workplace.

As one of our learners, you'll benefit from coaching, help and guidance from our dedicated team whose job it is to ensure your success.

Successful completion of this apprenticeship gives you an accredited Apprenticeship qualification.


Required Qualifications:

Maths and English, GCSE Grade 4-9 or equivalent


Training:


Learning and Skills apprenticeship programmes are delivered through a mixture of face-to-face and virtual methods by our fully qualified and industry experienced apprentice training team.

Using their expert knowledge gained from time spent in the industry, weve tailored our programmes to use the most up-to-date tools and technologies so that the skills we create can be used directly in the workplace.

As one of our learners, youll benefit from coaching, help and guidance from our dedicated team whose job it is to ensure your success.

Successful completion of this apprenticeship gives you an accredited Business Administration Level 3Apprenticeship qualification


Prospects:

Great opportunity to progress within the organisation


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Business Administration Level 3

Safeguard Financial Services Limited


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