Inputting information onto Beckett systems
Generate quotes from various providers online platforms and request offline quotations
Undertake scanning and ensure information is saved in the right place
Prepare meeting packs for consultants, with supervision, including governance meetings
Produce accurate records and documents including emails, letters and files
Complete post meeting housekeeping – including actions and updating systems where directed
Liaise with the team regarding reviews that are due each month and keep opportunities up to date
Complete anti money laundering checks via Smart Search and companies house for corporate clients
Generate policy information request letters for letters of authority and change of agency and send to providers
Assist with administering new and existing schemes and respond to scheme queries
Assist in formatting data from clients and eligibility and upload for scheme processing
Provide general administrative support to Employee Services team members, working closely with business support colleagues
Take ownership for learning and self-development, seeking support and direction as necessary
Maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded
Take part in workplace activities to promote problem solving
Training:
Business Administrator Level 3 Apprenticeship Standard
All training will take place at work
Training Outcome:
There is a clear career pathway through ES team. However, this qualification would stand you in good stead for other administration roles within Becketts
Employer Description:Becketts was established in 1988 and is recognised as one of the largest regional providers of financial advice to individuals and corporate clients. We have offices across the East of England and currently manage assets in excess of £1bn on behalf of our clients. We are very proud to have been certified as a B Corporation (B Corp). This means our business meets the highest standards of social and environmental performance, transparency and accountability. We hold the accreditation of Chartered Financial Planners, the most prestigious award in our profession, which means our clients enjoy the highest standards in our industry. A recent client survey revealed an average score of 9.6 out of 10. We are ranked as being one of the Top 100 Financial Firms in the UK by FT Advisor, a Financial Times publication, and Citywire’s New Model Adviser. We have also received a number of awards for our employee engagement, client satisfaction and innovation within financial services.Working Hours :Monday - Friday, 9.00am - 5.00pm, with an unpaid hour break for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Analytical skills,Team working,Willing to learn,Trustworthy....Read more...
