PM Website Icons-02

PAYING

From £600 per month

PM Website Icons-03

WORKING IN

Stoke-on-Trent, ST6 1PF

PM Website Icons-05

APPRENTICESHIP

Level 3 Business Administrator

 

ABOUT YOUR EMPLOYER

PSP Wealth Management Ltd are an established team of expert advisors. 

Their aim is simply to protect and enhance the wealth of their clients working with people in an open, honest and professional manner. 

 

ABOUT THE APPRENTICESHIP

This apprenticeship could be a great option if you are looking for a role which is quite office-based. You will be able to improve skills in organisation, phone manner, project management and more!

Your role will include:

  • Preparing Documents for the client review packs
  • Controlling review packs in the pipeline
  • Printing week in review newsletters, Money/Wealth newsletters and economic reviews
  • Scanning documents: incoming post/client documents and documents to be posted to client
  • Moving tasks on
  • Raising new tasks for review reminders
  • Completing review reminders – producing letters
  • Looking up valuations as and when required
  • Assisting servicing with putting together review packs where clients are booked in
  • Any other support as required (e.g client queries)
  • Answering calls
  • Post – outgoing
  • File archives – after services set the client up.

 

APPLY NOW