Business Support Apprentice

Coffey Brooks Financial Services are looking for a reliable, hard working team player with an interest in financial services, who is willing to learn and grow with the business. In your role, you will perform a wide and interesting variety of tasks within the administration and support team.

The role after training will include;

• Providing daily support to the team and assisting in all areas of the business as required
• Use of Microsoft office, including Excel, Word and Outlook
• Processing incoming and outgoing mail, ensuring important correspondence is sent to the correct people inside and outside the firm, maintaining accuracy and GDPR compliance
• Maintenance of administrative records and filing, including use of our document management system and our archiving system
• Assistance in maintaining our CRM, including updating client details
• Maintaining a professional and friendly front-of-house, including greeting clients face to face and by telephone
• Maintenance of the office space, including setting up boardrooms for meetings
• Maintenance of the shared spaces, stock ordering, basic troubleshooting of office equipment
• Diary management
• Dealing with requests for information
• Ensuring that the policies of the company are observed, and that good practice is encouraged, particularly in the areas of Health and Safety, Equal Opportunities, and confidentiality

The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by the organisation which are relevant to your post within the company to meet the overall business objectives.

After successful completion of the apprenticeship there could be progression to a permanent role and the opportunity for the learner to complete IFA qualifications, supported by the employer.

Coffey Brooks Financial Services is an established independent financial advisory firm based in Clacton-on-Sea, Essex. With over 20 years of experience in the financial services industry, the company provides professional, independent financial advice to individuals, families and businesses. Their wide range of services includes mortgages, pensions, investments, life insurance, protection, retirement planning and both personal and corporate financial planning. As independent financial advisers, Coffey Brooks can consider products and solutions from across the market, helping clients make informed financial decisions tailored to their individual circumstances and long-term goals. The company is directly authorised and regulated by the Financial Conduct Authority (FCA) and prides itself on delivering a friendly, approachable and professional service. Its experienced team of financial advisers and support staff work closely together to ensure clients receive clear guidance and ongoing support. Coffey Brooks places great importance on building lasting relationships with its clients, offering a personal approach rather than a one-off service. With a strong focus on customer care, teamwork and professionalism, the company provides an excellent environment to gain valuable experience within the financial services sector.

Required to work in the office every day.so check the commute - the office is 200 metres from the train station.