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Business Administration Receptionist Role Apprentice M B CAPITAL LTD

M B Capital Ltd

Business Administration Receptionist Role Apprentice M B CAPITAL LTD

£16000

M B Capital Ltd, Tower, City and County of the City of London

  • Full time
  • U
  • Onsite working
  • Apprenticeship programme

Posted 2 weeks ago, 18 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 75c6e10eeda84b4bb4472a748af35994

Full Job Description

  • First point of contact for incoming phone calls

  • Calling companies and clients we work with to connect team members

  • Provide administrative support for the team

  • Conduct business according to MB Capital business principles

  • Provide support for the front office team


    • Key activities:
  • Administrative support helping the team organise their workload

  • Answering and directing phone calls to the right team members

  • Collecting client information and updating CRM system, A 100% tailored training and assessment program will be delivered to support you throughout your Apprenticeship, (18-months including endpoint assessment) topics covered include:

  • The Organisation

  • Value of their skills

  • Stakeholders

  • Relevant regulation

  • Policies

  • Business Fundamentals

  • Processes

  • External environmental factors

    Strong IT skills

  • Working knowledge of Microsoft office

  • Ability to work under own initiative

  • Ability to communicate at all levels both face to face and on the phone

  • A desire to understand the processes within a financial services company, You will achieve your Level 3 Business Administration qualification., Record and document production

  • Decision making

  • Interpersonal skills

  • Communications

  • Quality

  • Planning and organisation

  • Project management


    • You may need to complete level 2 maths and English Functional skills (if you cannot evidence prior grades).,
  • Flexibility to support the apprentice in the direction they wish to grow including obtaining industry recognised qualifications., Attention to detail, Organisation skills, Customer care skills, Administrative skills, Number skills, Team working, GCSE or equivalent Maths and English (Grade 4/C or above) Essential

    MB Capital is an IFA and a Wealth Manager that has been established for 15 years, based in the City of London. We enjoy being able to build portfolios in-house from individual holdings, which can allow clients to increase their focus or diversity when investing. Clients can also benefit from the increased insight by talking directly to the wealth management team instead of the distanced approach an IFA may have investing in funds where there is no direct contact with the fund manager. As an independently-owned investment company our ambition remains exactly the same as it was when we started off in 2009: to fully serve each individual client. Our personal approach is embedded within our culture with the team in London enjoying working together and supporting each other.

    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