Apprentice Administration Assistant - Compass Wealth Management Consultants

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Job Summary

Location: Waterlooville PO7 7SE
Salary per week: £185.00
Working hours: Monday - Friday 09:00 - 17:00 with 1 hour for lunch
Applications in by: 13/09/2019
Interview Date: 17/09/2019
Job Code: AP32699

An opportunity has arisen at one of the South's leading Wealth Management companies; Compass Wealth are part of the Harwoods Wealth Management Group and based in Waterlooville. This Apprenticeship will give you the foundations you need to start a career within the financial sector.

Harwood Wealth Management Group is a leading financial planning and discretionary wealth management firm.

The Group is based in Waterlooville, Hampshire and currently has more than 80 financial advisers who provide financial planning, wealth management advice to retail investment clients, as well as to a number of companies.

Click to learn more about Compass Wealth Management Consultants

Duties will include:

  • To provide operational and administrative support
  • Answer the telephone in a timely and professional manner, passing messages on to the relevant person providing all necessary information.
  • Answer any telephone queries professionally and efficiently.
  • Collect the post from the Post Office each morning.
  • Process all incoming post, faxes & emails and administer appropriately in a
  • timely manner.
  • Upload all incoming and outgoing post to our back office system (True Potential).
  • Add policies, input data and update client accounts on TP.
  • Ensure policy documents and any other relevant documentation is sent to clients and providers within the agreed timeframe.
  • Frank the outgoing post and take it to the Post Office in the evening if necessary.
  • Provide additional support to satellite offices when required
  • Ensure stationery and client packs are fully stocked.
  • Ensure that all company policies and procedures are adhered to.
  • Other ad hoc duties including but not limited to scanning, filing, TP updates

The successful applicant will be enthusiastic to learn and participate in the development of existing practices and procedures. He/she will possess the ability to communicate / interact confidently with representatives from both the internal and external environment.

Other information:

  • During the 15- month Apprenticeship programme you will complete a Level 3 Business Administration Apprenticeship Standard

Skills required:

  • Basic knowledge of proprietary computer packages, with particular emphasis on MS word and excel
  • Customer Care Skills
  • Organisational Skills
  • Able to communicate clearly
  • Detail focused and comfortable working in a large office environment
  • Good timekeeping and the ability to work to deadlines

Personal qualities:

  • Focused
  • Confident
  • High standards in both self and at work
  • Results driven
  • Articulate
  • Presentable
  • Adaptable
  • Organised

Qualifications required:

  • Maths and English GCSE Grade 4/C or above


  • 20 days holiday plus 8 bank holidays and 1 days leave for your birthday
  • Office closed between Christmas & New Year
  • Death & Service
  • Free on- site parking
  • Work Based Pension

Future Prospects:

  • Long term career prospects are available following successful completion of the Apprenticeship Standard

Applications in by: 13/09/2019
Interview Date: 17/09/2019
Job Code: AP32699

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