Apprentice Business Administrator

About the role

🚀 Join Moffatt Financial Planning as a Business Administrator (Level 3)! 🚀

Are you organised, enthusiastic, and ready to kickstart your career in finance? We're on the hunt for a motivated individual to join our awesome team as a Business Administrator! This isn't your average admin gig – it's a dynamic role where you'll be the backbone of our financial planning operations, supporting our amazing financial advisers and the whole crew. 💼

You'll be the go-to person for all things admin, diving into a variety of tasks that keep our business running smoothly. Think of yourself as the ultimate problem-solver and communication hub! 📞📧

What You'll Be Doing:

• Providing super-effective admin support to our financial wizards. ✨
• Chatting with pension providers, insurance companies, and investment platforms on the daily. 🤝
• Snagging policy info, valuations, and all those crucial documents. 📄
• Keeping our client records and internal systems spick and span. 💯
• Crafting professional letters, emails, and other important communications. ✍️
• Jumping into new business setups and keeping our current clients happy. 😊
• Chasing up outstanding info and making sure nothing slips through the cracks. 👀
• Handling incoming and outgoing mail like a pro. ✉️
• Scanning, filing, and keeping all client records organised and accurate. 📂
• Answering calls and supporting general office vibes. 🌟

We're Looking For Someone Who Is:

• Super organised and always on the ball. 🎯
• Reliable and someone we can count on. 👍
• Eager to learn and grow. 🌱
• A fantastic communicator, both written and verbal. 🗣️
• Has a keen eye for detail – you spot the little things! 🔎
• Comfortable with computers and tech. 💻
• Enjoys chatting with people over the phone. ☎️
• A true team player who loves collaborating. 👯‍♀️

No prior financial services experience? No sweat! We offer full training, so you'll be a pro in no time. You'll gain hands-on experience in a real financial planning firm while working towards your Level 3 Business Administrator qualification. Get ready to learn all about pensions, investments, insurance, client care, and the ins and outs of a regulated financial world. 🎓

Ready to make your mark? Apply now! 🎉

Key responsibilities

• Providing general administrative support to financial advisers.
• Contacting pension, insurance and investment providers by phone and email.
• Requesting policy information, valuations and documents.
• Updating client records and internal systems.
• Preparing letters, emails and other correspondence.

Entry requirements

GCSE in: (English (grade 4), Maths (grade 4))