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Business Administration Level 3 Apprentice

Co-Navigate Limited

£18,038.00 - 37.5 hours per week

Working week: 37.5 hours Monday – Friday 9am- 5pm 30 minutes unpaid lunch break

Kick-start your career with Co Navigate, a growing independent financial adviser firm specialising in lifestyle financial planning for clients locally and nationally. Join a supportive, forward-thinking team where you’ll develop valuable skills, gain hands-on experience, and play an important role in delivering outstanding client service.

Role and responsibilities

  • Answering and directing phone calls
  • Day to day tidiness of the office
  • Preparing office for client meetings
  • Greeting clients and visitors to the office
  • Order and maintain office supplies
  • Maintain contact lists
  • Organise and schedule team meetings
  • Scanning, shredding and filing
  • Manage incoming and outgoing post
  • Updating back-office systems, and relevant business trackers
  • Provide administrative support to advisers and other team members before and after client meetings
  • Monitoring admin email inboxes
  • Liaising with clients to request information/documents
  • Liaising with providers and solicitors for updates
  • Uploading and downloading documents to/from providers as needed
  • General administrative duties

Required Skills

  • Proficient in Microsoft Office systems (preferable, but not essential)
  • Excellent written and verbal communication skills
  • Ability to work under pressure and to deadlines
  • Attention to detail and problem-solving skills
  • Willing to learn and develop
  • Strong organisational skills
  • Ability to multi-task and prioritise work
  • Excellent time management skills
  • Proactive attitude
  • A great team player
  • Reliable and punctual
  • Flexible
  • Desire to develop
  • Honest and trustworthy
  • Good Communication skills

Training and support

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

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