Business Administration Apprentice SHEILA TARR LTD

PETA Ltd are proud to be working with Sheila Tarr to recruit and train a Business Administration Apprentice to support with a variety of duties. We are looking for someone who has strong organisational and interpersonal skills, who is efficient in completing tasks to high standards., The Business Administration Apprentice role with Sheila Tarr is an exciting and varied role, your duties will include but are not limited to:

• General office duties including filing, scanning and managing post and office supplies


• Meeting and greeting clients who come into the office


• Assistance in collection of management information


• Supporting advisers with various tasks


• Ensuring office spaces are clean and tidy for both staff and visitors


• Gather information to allow for preparation of review packs


• Research for advisers (performance, charges etc)


• Daily chase list/updating clients


• Arranging client appointments and coordinating diaries


• Answering phones/client queries


• IT support


This role has been identified as being a role which includes competencies falling under regulatory framework. As such there are areas of training needed through the year. This training can be developed over time depending on the extent of work carried out:

• Gain an understand of the key characteristics, risk and features of both investments and products available through the firm


• Build an understanding of general tax implications and costs to be incurred by the client in the context of transactions


• Understand company view and culture in-line with consumer duty


• Ensure behaviour and actions adhere to company expectations


• Understand issues relating to market abuse and anti-money laundering


• Understand what a conflict of Interest is, how it may arise and how to manage it


• Understand the company gift and inducement policy rules


• Keep up to date with changes in company policies and procedures


• Recognise the difference between information and advice, Sheila Tarr are looking to offer a permanent position to the successful candidate following completion of the business administration apprenticeship.
  
  Do you have a positive attitude and are confident in communicating at all levels? Are you eager to learn and develop in a professional and exciting role? If so, keep reading to find out more about the Business Administration Apprenticeship with Sheila Tarr., Communication skills, IT skills, Attention to detail, Customer care skills, Analytical skills, Initiative, Able to interpret data, Build business relationships, Can do attitude, MS Word and Excel skills, Finance background (Desirable), GCSE or equivalent English (Grade C/4) Essential

GCSE or equivalent Maths (Grade C/4) Essential

Our business has been built on the ideal from Sheila Tarr that the client comes first and this is still central to our proposition. Sheila Tarr established the business in 1997 and it has become a reputable, local business that receives large levels of client referrals, something which we pride ourselves on. The firm recognises the need to continually develop to ensure we offer our clients comprehensive and clear advice. Our core values drive excellence throughout our work and our relationships with clients, colleagues and other specialist advisers. Sheila Tarr consist of a dedicated team with several decades of combined experience in financial services. Everyone in the business shares the same passion for putting our customers first and providing the right advice and solutions for every individual.

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

• training


• qualifications, like an NVQ in a relevant field


• industry or sector experience