True Potential Literature Business Admin Apprenticeship

True Potential LLP; Newcastle upon Tyne; On-site; GBP 20,000 - 30,000; Full time

Job summary

Join a leading wealth management firm that is dedicated to helping people manage their finances better. This full-time position offers a unique opportunity to gain valuable financial qualifications while working in a supportive environment. As part of the TP Academy, you will develop essential skills in business administration, enhancing your career prospects in the financial sector. The role involves managing communications and documentation for financial advisers, ensuring smooth operations within the team. If you are organized, detail-oriented, and eager to learn, this is the perfect opportunity for you to kickstart your career in finance.

Benefits

Career Growth Opportunities

Dedicated Support

Financial Qualifications

Award-winning Technology

Qualifications

• Completing Level 3 Business Administration Apprenticeship.
• Effective management of email communication and documentation.

Responsibilities

• Handle morning post and ensure it reaches the correct team/person.
• Upload documentation for financial advisers and manage requests.

Skills

Communication Skills

Organizational Skills

Attention to Detail

Education

Level 3 Business Administration Apprenticeship

Job description

Our mission is to help people across the UK do more with their money by providing expert financial advice, exclusive investments, dedicated support, and award-winning technology. We launched True Potential in 2007 to bring our vision of Hybrid Advice to the UK.

Position Overview

This is a full-time position upon completion, with opportunities to gain financial qualifications and career growth in a leading wealth management firm through the TP Academy.

Key Responsibilities

1. Handle morning post, ensuring it is given to the correct team/person.
2. Upload documentation to be sent to the financial adviser, adhering to the standards of the business.
3. Provide documents/packs to be sent out to the financial adviser upon request.
4. Manage email communication effectively.

You will be completing the Level 3 Business Administration Apprenticeship and will attend Newcastle College one day per week.

Work hours are Monday to Friday, 8am-5pm.