Open new membership accounts via online portal
Support new members to complete the onboarding process
Support members to access online banking services
Manage member enquiries via telephone and email
Manual and electronic filing and scanning
Processing incoming and outgoing emails and mail
Maintain membership records on the case management system
General office duties such as collection and delivery of post
Providing information about credit union services to potential customers
Provide administrative support to the wider teams
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
Full time employment
Employer Description:A not-for-profit financial cooperative, we are owned and controlled by our members - people who live, work, volunteer or study in a WV or DY postcode area.
We are proud to be part of the worldwide credit union movement where people join forces to provide fairer financial services in their communities and workplaces.Working Hours :Monday - Friday, 9.00am - 4.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Non judgemental,Patience....Read more...
To register children into the Nursery, show parents around and arrange home visits
To send out invoices, collect fees and chase bad debts, and to ensure fee payments are securely locked away
To maintain and update Nursery payment statements, and ensure reconciliation is done regularly
To keep files accurate and up to date, i.e. Health & Safety Files, Safeguarding and The Policies and Procedures Folder, and ensure all files are kept secure
To set up and manage all staff records, including holidays, sick period, contracts of employment
To operate the monthly payroll with an online provider
To operate an online DBS check for all staff
To work with agencies recruiting for the Nursery
To have daily contact with children and families, welcoming them into the Nursery and signposting them to agencies where necessary
To work with the Local Authorities on funding, providing termly figures for all settings, and ensuring funding claims are made by deadlines
To complete a Yearly Census for all settings
To work confidentially with the Local Authority CIN and Social Services
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
We are committed to supporting your professional development
As a Financial Administrator, you will have access to training and support to help you grow within the role
There may be future opportunities to take on wider financial responsibilities, gain further qualifications, or progress into a senior administrative or finance role within the nursery
Employer Description:Twinkle Totz Day Nursery Ltd is a family-run childcare provider established in 2005, offering high-quality early years education across West London and Berkshire. With multiple locations, including Northolt and Maidenhead, the nursery is dedicated to creating a nurturing and enriching environment where children can develop the skills and confidence, they need for their future educational journeys. Their curriculum aligns with the Early Years Foundation Stage (EYFS) framework, ensuring a balanced approach to learning that covers all areas of development. Twinkle Totz is proud to be an active member of the local community, collaborating with local organisations and participating in community events to enrich children's experiences and foster a sense of belonging.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative....Read more...
Maintain administrative and financial skills at a current level and undertake such training and development as may from time-to-time be required to maintain that currency of practice
To assist in providing administrative and financial services for the company in accordance with current best practice
Help supervise the administrative and financial services within the company in accordance with agreed standards, legislative requirements, relevant regulations, in line with accepted best practice and within the financial plans agreed from time-to-time
Participate in the maintenance of the company’s management information systems
Ensure people’s monthly invoices are sent timeously, recording the receipt of payments
Systematically process the financial invoicing to the paying authority
Attend meetings of service users and relatives to answer any questions they may have
Systematically solve day-to-day problematical issues which arise
Ensure accurate accounts are kept of all financial transactions
Audit records to ensure compliance with company policies and ensure that service users’ rights are protected
Maintain service users’ files, ensuring all documents are obtained following company policy
Maintain staff files, ensuring all documents are obtained following company policy
Formulate an annual planner of the various billing dates and dates of meetings
Audit all administrative functions of the company’s quality assurance systems to ensure the service is fully compliant
Training:Bridgwater & Taunton College are offering the Level 2 Business Support Assistant, which is currently being developed by the Institute for Apprenticeships and Technical Education. More information will be available closer to the date.Training Outcome:Option to roll on to Level 3 Business Administrator if agreed by BTC and employerEmployer Description:Amber Rose Healthcare is a family friendly service which offers support through a person-centred approach. This includes people with ill mental health, older people, those with learning disabilities and difficulties and autism. People who need assistance to continue living in their own homes and communities.
Our aim is to provide a social care service that focuses on developing people’s personal resources and resilience so that they can be enabled to take a full part in the life of the community to which they belong. We are firmly committed to developing an asset or strengths-based approach to addressing people’s social and personal care needs in full co-production with them.
Amber Rose Healthcare values are working together, respect and dignity, everybody counts, commitment to quality of care, compassion, and improving lives.Working Hours :Monday to Friday, 9am to 5pm or as directed by the managerSkills: Communication skills,Customer care skills,Problem solving skills,Administrative skills....Read more...
To work in the Residential Conveyancing department, having daily interactions with clients and potential clients, providing support within the department and the production and administration of client documents
Main responsibilities:
Answering the telephone
Data inputting / Opening files / Drafting documents
Liaising with external agencies / meeting with clients
Taking payments
Company Benefits:
20 days holiday plus bank holidays
Contributory pension
Death in service 2x salary
Birthday holiday
Social events
Christmas shutdown
Training:Business Administrator Level 3 Apprenticeship Standard with Legal pathways.Training Outcome:This role is very visual within the business and, upon completion, could progress to higher-level apprenticeships, e.g. Paralegal, Solicitor, Licenced Conveyancer. There is also the opportunity to progress within the business in roles such as (but not limited to) Conveyancing Assistant, Legal Assistant and Administrator.Employer Description:Goddard Dunbar and Associates Ltd are a friendly, local law firm with over 10 years of experience. Since opening their doors, they have helped thousands of satisfied customers. Their Solicitors and Legal Personnel have vast experience because they have helped thousands of happy clients who were recommended to them by Estate Agents, Financial Advisers, Accountants and importantly – friends and family of current clients.Working Hours :Monday to Thursday from 9:00am to 5:00pm and Friday from 9:00am to 4:00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Logical,Team working....Read more...
What you would be doing:
Work efficiently and proactively to manage new and existing customers’ applications from submission, through to the lender and completion
You’ll be packaging up cases ready to be submitted to lenders and will need to make sure all applications are accurate and complete, and that all supporting documentation has been provided as required by compliance
You’ll need to keep in regular contact with lenders, conveyancers, and surveyors to provide regular updates to customers - comprehensively and jargon-free
You’ll interpret and collate data across a number of systems as well as uploading all client information correctly on to our platform - accurately and in a timely manner
You’ll need to thoroughly check mortgage offers to make sure there are no errors
Act as a critical feedback loop to our Operations and Development teams as we continuously enhance our platform, customer journey and service model
Work with our mortgage experts (brokers) to guarantee they are best enabled to deliver the highest quality of customer service
Training:Business Administrator Level 3 Apprenticeship Standard:
This will be a blended delivery, a mixture of Microsoft Teams and face to face
All training will take place on site and within your working hours
Ixion Holdings will complete functional skills where necessary and will ensure Health & Safety, British Values and Equality & Diversity is embedded throughout the course
Training Outcome:
As an Apprentice Mortgage Administrator, you will play a crucial role in supporting our mortgage team
This is an excellent opportunity for a motivated individual to gain direct experience in the financial industry
Employer Description:This is an exciting opportunity to start a career with Mortgage Advice Bureau, training to become an administrator. You will work alongside an expanding, professional & successful team and receive training from industry professionals.Working Hours :Monday - Friday, 9.00am - 5.30pm 1 hour lunch breakSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working,Initiative,Adaptable,Working under pressure....Read more...
Nottz Care is offering an exciting opportunity for a motivated and driven individual to join their team as a Business Administration Apprentice. This apprenticeship will provide valuable hands-on experience in a dynamic healthcare environment, with training in office management, customer service and administrative support.
Implement actions to meet and maintain administrative and financial standards
Assist the development of the philosophy, goals and objectives for the administrative and financial practice
Evaluate standards of administrative and financial competence
The Administrator’s responsibilities include but are not limited to the following:
To maintain administrative and financial skills at a current level and undertake such training and development as may from time-to-time be required to maintain that currency of practice
To provide administrative and financial services for the company in accordance with current best practice
To supervise the administrative and financial services within the company in accordance with agreed standards, legislative requirements, relevant regulations, in line with accepted best practice and within the financial plans agreed from time-to-time
Other duties:
Develop effective working relationships with other employees
Support the effective resolution of team conflicts
Work to establish effective employer/employee relationships
Other duties and responsibilities to be undertaken may include any (or all) of the items in the following list:
Cooperate with the implementation, evaluation, orientation and induction of all new employees
Be responsible for promoting and safeguarding the welfare of those individuals supported by the service
Promote a positive image for the people and employees of the company
The role is based at the service’s premises, but you may be required to work from other locations at the discretion of the company and with appropriate notice.Training:You are required to come into the City Hub campus 1x Monday a month to join the other apprentices- you will be set work in this class to do over the month which will be marked and feedback given.You will have one to ones every 4-6 weeks via Teams/and set tasks with the employer on teams or face to faceReview. Meetings will take place with the assessor and the employer every 12 weeks, this is also either face to face or via teams.Training Outcome:
Potential to move into a permanent role upon successful completion of the apprenticeship
Employer Description:The company aims to provide a high quality care service to people in their own home this is carried out by the delivery of general support, monitoring and that is constantly reviewed to achieve a standard of excellence that includes the principles of excellent care practice. Nottz Care is a support service for adults. They help adults live independently in their own homes. We aim to help improve your quality of life and promote your wellbeing. This service is confidential, sensitive and flexible. Nottz Care is available to anyone aged 18 and over within Nottinghamshire.Working Hours :Monday- Friday
Occasional evening work
40 hours per week
Shifts to be confirmedSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Logical,Team working,Creative,Initiative....Read more...
We’ve a fantastic opportunity to join as an Apprentice Underwriter on a full-time basis, as we experience an exciting growth trajectory and invest in our workforce of the future. You’ll utilise innovative and creative thinking, alongside an analytical approach to your work, as you learn to become a strong negotiator. We’ll encourage you to push your boundaries and provide you with a platform to showcase your skills and develop with our global Insurance brand.
At AXA, we’re committed to empowering our people to achieve a healthy work-life balance, working between the office and home. We aim for the majority of time in the office, that way you’ll get to spend time with your team in person as well as virtually and, get access to the right support networks internally to help you to succeed.
Initially, you’ll be based in the office full-time, giving you the opportunity to build strong connections with your team and benefit from hands-on coaching and development. You’ll then likely move to 4 days in the office with the remainder at home so it’s important that you live within a commutable distance of your offered location.
What you’ll be doing:
Throughout your apprenticeship you’ll learn the required insurance and underwriting skills, working alongside our teams of skilled professionals, and gain the knowledge required to excel in the insurance industry. This apprenticeship combines on-the-job training with dedicated time working towards your qualification through our partnered training provider.
Training:Financial Services Administrator Apprenticeship (a level 3 qualification that is equivalent to A-Level standard) and a Certificate in Insurance awarded by the Chartered Insurance Institute (CII).
Training will be via Davies, virtually. 6 hours per week off the job training.Training Outcome:Upon successful completion of the apprenticeship, you'll gain a nationally recognised Financial Services Administrator Apprenticeship (a level 3 qualification that is equivalent to A-Level standard) and a Certificate in Insurance awarded by the Chartered Insurance Institute (CII), along with substantial experience that will enable you to progress within the insurance sector. Employer Description:AXA Commercial protects businesses, from multinationals to micro start-ups, giving them the confidence to thrive. We’re currently making our biggest ever investment to develop the expertise and skills we need to be the best. We’re a vibrant community where everyone is supported to learn, develop, and take ownership of their work.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,Attention to detail,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Creative,Initiative....Read more...
Helpdesk Administrator – Southwark StreetUp to £35,000 per annum | Office-Based | Permanent Role CBW Staffing Solutions are currently recruiting for a Helpdesk Administrator on behalf of a highly reputable, family-owned business based in London. This is a fantastic opportunity to join a supportive and growing team in a newly refurbished office environment. Key Details:Location: Southwark StreetSalary: Up to £35,000 per annum (dependent on experience)Working Hours: 08:00 – 17:00, Monday to FridayContract Type: Full-time, PermanentWork Arrangement: Fully office-basedRole Overview: As a Helpdesk Administrator, you will play a crucial role in supporting the day-to-day operations of the maintenance team. You’ll be responsible for coordinating engineer schedules, managing internal systems, handling client communications, and processing financial documents such as purchase orders and quotations. Key Responsibilities:Liaising with clients, engineers, and internal staff to ensure smooth operationsManaging engineer diaries and scheduling appointments via internal systemsRaising and processing purchase orders and job quotesCoordinating with the maintenance supervisor to allocate daily tasksManaging incoming and outgoing communications (emails and calls)Maintaining accurate records by scanning and uploading documentationOpening and closing maintenance jobs on internal systemsAssisting with diary and call-out rota managementProviding general administrative support to the wider teamRequired Experience and Skills:Prior experience in a Facilities Management (FM) or maintenance environmentStrong background in finance-related admin: quotations, invoicing, purchase ordersExcellent organisational and multitasking abilitiesIT literate with the ability to quickly adapt to new systemsConfident communicator with strong interpersonal skillsProven administrative experience in a fast-paced office settingIf you're looking to join a close-knit team where your work is valued and you can grow within a stable company, we’d love to hear from you. To apply, please send your CV to Stacey at CBW Staffing Solutions for immediate consideration.....Read more...
Helpdesk Administrator – Temporary position - Chertsey £16-17p/h | Office-Based | Temporary position CBW Staffing Solutions are currently recruiting for a Helpdesk Administrator on behalf of a highly reputable, family-owned business based in the heart of Chertsey. This is a fantastic opportunity to join a supportive and growing team in a newly refurbished office environment. Key Details:Location: Chertsey Salary: £16-17p/h Working Hours: 08:00 – 16:00, Monday to FridayContract Type: Full-time, Temporary Work Arrangement: Fully office-basedRole Overview: As a Helpdesk Administrator, you will play a crucial role in supporting the day-to-day operations of the maintenance team. You’ll be responsible for coordinating engineer schedules, managing internal systems, handling client communications, and processing financial documents such as purchase orders and quotations. Key Responsibilities:Liaising with clients, engineers, and internal staff to ensure smooth operationsManaging engineer diaries and scheduling appointments via internal systemsRaising and processing purchase orders and job quotesCoordinating with the maintenance supervisor to allocate daily tasksManaging incoming and outgoing communications (emails and calls)Maintaining accurate records by scanning and uploading documentationOpening and closing maintenance jobs on internal systemsAssisting with diary and call-out rota managementProviding general administrative support to the wider teamRequired Experience and Skills:Prior experience in a Facilities Management (FM) or maintenance environmentStrong background in finance-related admin: quotations, invoicing, purchase ordersExcellent organisational and multitasking abilitiesIT literate with the ability to quickly adapt to new systemsConfident communicator with strong interpersonal skillsProven administrative experience in a fast-paced office settingIf you're looking to join a close-knit team where your work is valued and you can grow within a stable company, we’d love to hear from you. To apply, please send your CV to Abbie at CBW Staffing Solutions for immediate consideration.....Read more...
Helpdesk Administrator – Remote working | Up to £26,000 per annum | Permanent Role CBW Staffing Solutions are currently recruiting for a Helpdesk Administrator on behalf of a highly reputable facilities management contractor. This is a fantastic opportunity to join a supportive and growing team within the Facilities Management industry! Key Details:Location: Remote working Salary: £26,000 per annum Working Hours: 08:00 – 17:00, Monday to FridayContract Type: Full-time, PermanentRole Overview: As a Helpdesk Administrator, you will play a crucial role in supporting the day-to-day operations of the maintenance team. You’ll be responsible for coordinating engineer schedules, managing internal systems, handling client communications, and processing financial documents such as purchase orders and quotations. Key Responsibilities:Liaising with clients, engineers, and internal staff to ensure smooth operationsManaging engineer diaries and scheduling appointments via internal systemsRaising and processing purchase orders and job quotesCoordinating with the maintenance supervisor to allocate daily tasksManaging incoming and outgoing communications (emails and calls)Maintaining accurate records by scanning and uploading documentationOpening and closing maintenance jobs on internal systemsAssisting with diary and call-out rota managementProviding general administrative support to the wider teamRequired Experience and Skills:Prior experience in a Facilities Management (FM) or maintenance environmentStrong background in finance-related admin: quotations, invoicing, purchase ordersExcellent organisational and multitasking abilitiesIT literate with the ability to quickly adapt to new systemsConfident communicator with strong interpersonal skillsProven administrative experience in a fast-paced office settingIf you're looking to join a close-knit team where your work is valued and you can grow within a stable company, we’d love to hear from you. To apply, please send your CV to Abbie at CBW Staffing Solutions for immediate consideration.....Read more...
Up to £30,000 + Great Benefits
An exciting and varied new entry level position is now available for a proactive, detail-oriented graduate calibre individual to support our client’s team in the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses. As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.
Key Responsibilities
Manage and update client records, ensuring accuracy and confidentiality.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
Creating client letters/documents following meetings with advisers.
Handle correspondence with clients, product providers, and other stakeholders.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
Manage incoming and outgoing mail, phone calls, and emails.
Scan, upload, and categorise incoming client documents and correspondence into the firm’s systems.
Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
Support with company social media pages e.g. Linkedin, Facebook and Instagram.
Arrange and confirm client appointments, meetings, and reviews for advisers.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.
Skills & Experience
Basic level of administrative experience.
A desire to build a career within the financial industry background.
Able to manage multiple tasks efficiently.
Ability to prioritise with attention to detail and the ability to problem solve.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Fast learner – ability to learn how to use new systems and processes.
Discretion – ability to handle sensitive and confidential information with professionalism and integrity.
Time management – aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
Strong communication skills and eagerness to develop professionally.
A positive mindset and ability to thrive in a fast-paced environment.
This is the ideal opportunity for a professional, task focussed individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily. Apply now!....Read more...
Contract Administrator - East Kilbride - Salary up to £31,000 DOE CBW is currently recruiting for an experienced and highly organised Contract Administrator to join a busy, site-based facilities team in East Kilbride. The successful candidate will play a key role in ensuring the contract achieves 100% compliance across all maintenance, reactive, and quoted works. Key Responsibilities:Support the Contract Manager with performance reporting and compliance tracking.Deliver excellent service by understanding and responding to both internal and external customer needs.Maintain accurate and up-to-date records across internal and external systems.Operate the helpdesk: logging, distributing, and closing reactive maintenance tasks.Keep all maintenance asset documentation compliant with health & safety and contract standards.Assist in the production of monthly contract reports.Raise purchase orders for subcontractors handling annual maintenance and specialist reactive works.Generate and manage quotes through to completion within the in-house system.Ensure full compliance with company policies and procedures.Person Specification:Minimum of 2 years' experience in an administrative role, ideally within a facilities or maintenance environment.Strong customer service and communication skills, with a professional and proactive approach.Good commercial awareness and experience with financial reporting.Proficient in Microsoft Excel (intermediate to advanced level) and general computer literacy.IOSH Managing Safely qualification (desirable).Salary & Benefits:Salary up to £31,000 (depending on experience)25 days annual leave plus bank holidaysCompany pension scheme at 4%....Read more...
Your purpose will be to provide administrative support to the Practice to ensure that the relationships between their clients can be optimised and assist with the daily operation of the office.
Key duties and responsibilities:
Deal effectively with queries from clients and other parties through effective communication;
Prepare meeting preparation documentation to ensure advisers are prepared for all client meetings.
Ensure that files are complete with all required Anti-Money Laundering documentation and client records are created on the relevant systems.
Order report documentation required (CGT reports, Investor Returns, Wealth Accounts).
Complete simple bond calculations for withdrawals.
Prepare and send Letters of Authority to clients for signing and ensuring they are forwarded onto the relevant providers.
Chasing third parties for relevant information.
Provide administrative support to the Practice.
Answering the office phone line and taking detailed messages if required.
Collecting post, scanning and filing.
Monitoring the practice inbox.
Sending out client gifts (birthday, Christmas).
Withdrawals (ISAs, UTs, IBs).
Special requirements: Complete Gold PSS accreditation within 6 months. Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:There are opportunities for progression at Royston Fox Associates and this will be discussed throughout apprenticeship. Employer Description:Royston Fox Associates is an Appointed Representative of St. James's Place. We are a Wealth Management organisation who deliver one to one financial advice on a variety of Investment products and put our client's at the heart of everything we do. Understanding clients' personal and business objectives to deliver financial advice that is right for each individual.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Creative,Initiative,Patience,Positive attitude....Read more...
Daily duties will include:
Answering the telephone
Telephoning mortgage and insurance companies for updates on clients’ applications
Providing updates to clients by email and telephone
Updating the client computer database
Providing support to our team of financial advisers
Completing online applications for mortgages
Providing support to the team of administrators
Training:The successful candidate will work towards the Level 3 Business Administrator Apprenticeship Standard. This will involve one day a month group training at our centre in Newbury, and a 1-1 monthly training and review meeting with their training consultant.
Functional skills English and maths Level 2 will be delivered through weekly sessions if required at our training centre in Newbury.Training Outcome:On going training and personal development are encouraged and supported.Employer Description:Firstxtra Financial Services is a long established, successful family owned business with professional advisers covering the UK with the head office in Newbury, Berkshire.
Firstxtra has been trading for over 20 years with a team of highly skilled and enthusiastic professional advisers and administrators who specialise in mortgages and protection insurance.
Our philosophy is to provide the highest level of customer service and advice to all our clients. We are very proud of our advice and service and this is reflected in the number of repeat customers that we have, and from the number of customer recommends and testimonials that we receive on a regular basis.Working Hours :8.45am - 5.15pm (1-hour for lunch)
Monday to Friday plus a min of 1-Saturday per month after a qualifying periodSkills: Communication skills,IT skills,Customer care skills,Team working,Confident,Outgoing Personality....Read more...
Job Description:
Our client, a wealth management firm in Edinburgh’s city centre, is recruiting for an IFA Administrator to join them on an initial 3 to 6 month temporary basis.
This position is full-time and you’d be required to be in the office 5 days per week.
Skills/Experience:
Previous experience in an IFA or financial services administration role
Strong understanding of financial products, platforms, and the advice process
Excellent communication and organisational skills
Working towards or holding a relevant financial services qualification (desirable)
Core Responsibilities:
Prepare and process new business applications for pensions, investments, protection, and other financial products
Maintain accurate client records using our back-office system (e.g. Intelligent Office or similar)
Liaise with product providers and clients to obtain necessary information and updates
Support the production of client review packs and documentation ahead of meetings
Ensure compliance and regulatory requirements are met throughout all administrative processes
Monitor and follow up on outstanding documentation and pipeline business
Assist in managing the advisers’ diaries and meeting arrangements
Provide general office and client support as required
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16124
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. ....Read more...
Perform general clerical duties, including photocopying, scanning, and filing documents
Assist with data entry tasks and maintaining accurate records
Answer and direct phone calls with professionalism and courtesy
Support the office team in organising meetings and appointments
Utilise Sage for basic financial record-keeping
Handle incoming and outgoing posts efficiently
Maintain office supplies inventory and place orders when necessary
Training:This course is delivered at work. You will have one day a week to complete your coursework. Working towards a Level 3 Business Administrator apprenticeship standard.Training Outcome:A possible full-time job role at the company for the right candidate.Employer Description:We assist our customers in offering a complete supply chain solution for your products, giving you the time freedom to focus on driving your business forward.
Our philosophy is to ensure that our own manufacturing base can deliver a diverse range of products that, as a minimum, meet our customer’s specifications in the key areas of Quality, Cost, Communication, and Delivery.Working Hours :Monday to Friday, 9am - 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Creative,Initiative....Read more...
Do you like the idea of an early finish to avoid the rush time traffic at the end of the day? Are you a detail-oriented, organised, and proactive individual looking to play a pivotal role in driving project success?Our client is seeking a highly organised and proactive Project Support Coordinator/Contract Administrator to join their team. In this pivotal office-based role, you will work closely with our project team, managing all tasks associated with installation projects from order to project completion. Your goal is to ensure that projects are delivered on time, within budget, and that the client experience is smooth from initial quote acceptance to final sign-off.Key Responsibilities
Project Coordination: Manage all office-based tasks for installation projects, ensuring seamless progression from order to completion.Budget & Purchasing: Responsible for purchasing all necessary labour, materials, and site equipment, ensuring costs stay within budget.Scheduling: Collaborate with the installation manager to schedule projects, adjusting timelines as required.Documentation Management: Issue site packs, including job sheets, health and safety documentation, and project drawings.Stakeholder Communication: Liaise with suppliers, contractors, and clients, keeping everyone updated on project progress.Financial Oversight: Pass project valuations to accounts and close out projects on the system, ensuring all purchase orders are processed, stock allocated, and equipment off-hired.
To thrive in this role
Experience: Commercial experience in the security fencing industry or construction is preferred, ideally in a project coordination or administration role.Skills: Strong organisational skills, financial and operational decision-making abilities, and the ability to remain calm and professional under pressure.Knowledge: Working knowledge of project management tools and software packages including Microsoft Word, Excel, PowerPoint.Attributes: A resourceful team player who thrives in a fast-paced environment and is comfortable communicating with clients, suppliers, and installers.
What's in it for you?We know how important it is to reward our team for their hard work. As a Project Support Coordinator/Contract Administrator, you'll benefit from:
Starting Salary of £38,000 - £42,000 per annumA Dynamic Work Environment: Comfortable, modern offices located in a beautiful, rural setting in Leicestershire, with views of the countryside.Career Growth: As we continue to grow, you will have the opportunity to take on additional responsibilities and progress within the company.Ongoing training and development to help you succeed in your role.Working Hours: Monday to Friday, 08:00 to 16:30.
About UsSecure-a-Field specialise in supplying and installing security fencing, gates, and associated products, and have earned a reputation for innovation, creativity and delivering projects quickly, professionally, and with minimal hassle for our clients. Combined with our dedication to Outstanding Customer Service, this is making us the chosen supplier of fencing and gates for clients throughout Britain. Our expertise and enthusiasm is second to none - from supply only right through to full installation and project management, we aim to excel.We are a rapidly growing and ambitious company that lives by its core values of Honesty, Accountability, Enthusiasm, Commitment, and being Coachable. This is an exciting opportunity to join a fast-growing company with a supportive, values-driven team. The role is available immediately for the right candidate, and we look forward to hearing from you!Apply today and be part of our journey!Application deadline: 6 June 2025....Read more...
Working within the Transactions Team to support Accounts Receivable and Accounts Payable functions
Use the Council’s financial systems, developing knowledge relating to transactions, taxes, ledger management, payments, collection of income and GDPR
To assist with carrying out administration duties including but not limited to; photocopying, scanning, data input and imports, answering the telephone, sending emails/letters, administration duties related to the Council’s purchase card provision as appropriate
Training:
Business Administrator Level 3 Apprenticeship Standard
Apprentices will attend college one day every other week
Training Outcome:
Further advancement within business administration roles
Employer Description:This is Redcar and Cleveland. We are an ambitious council keen to build on our strong track record of innovation and partnership working, ensuring that we create a flourishing future for the borough and all of its residents. Key to this is a committed workforce who always gives their best. Offering a fast paced, progressive working environment, Redcar and Cleveland Borough Council is a great career move.Working Hours :Monday - Thursday, 8.30am -5.00pm and Friday, 8.30am - 4.30pm. 60 mins for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working....Read more...
Coordinate with suppliers, subcontractors, and internal teams
Produce and manage procurement & compliance documents
Gain exposure to health & safety processes and site logistics
Work hands-on with real project data and operations systems
Grow your skills in communication, organisation, and multitasking
Training:
Business Administrator Level 3 Apprenticeship Standard
Training will be fully remote and completed at work
Training Outcome:
Career in the Renewable Energy sector with possibilities of entering the project, operations, accounts or design team
Employer Description:Established in 2006 by a team of seasoned DNO professionals, GEW2 Ltd was founded with a clear vision: to simplify utility connections and provide a comprehensive, "end-to-end" solution for our customers in the ICP and multi-utility sectors.
We're driven by customer satisfaction, delivering timely, cost-effective solutions with fair and transparent terms for all parties. We understand the financial burden of infrastructure projects, so we offer payment profiles to ease the process.
We provide expert advice on utility procurement and deliver electricity connections for all types of developments. Our asset adoption model allows us to broker the best IDNO deal for your project, attracting asset value contributions to benefit your bottom line.Working Hours :Monday - Friday, 8.30am - 4.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Patience....Read more...
Provide routine clerical/administrative support including, maintain registers
Undertake reception duties including answering telephone and responding to routine queries and enquiries: greeting visitors, assist in the clerical arrangements for trips/school events, maintain/update manual/computerised record/management information systems and completion of routine returns/production of basic statistical data
Undertake routine financial administration e.g.orders, invoicing, postage system / petty cash, work within the schools policy and procedures, working to the relevant apprenticeship standard/framework and completing work in a timely manner.
Training:Through training provider North Lancs Training. All in house training, and coaching and mentoring from experience staff.Training Outcome:After completing the Business Administrator apprenticeship the candidate will have gained their Level 3 qualification, enough knoweldge and experience to further their career opportunities, such as management or senior support roles. Unfortunately, we cannot guarantee a full time position on completion, this will depend on available budget and business needs at the time.Employer Description:On behalf of the Governors and staff, welcome to Whittlefield Primary School where we are dedicated to nurturing the potential of every child. As the Headteacher, I am proud to lead a community that values excellence, inclusivity, and a love for learning. At our school, we believe that education is more than just academic achievement—it’s about fostering creativity, building character, and preparing our pupils to thrive in an ever-changing world and be prepared to face challenges they may meet.Working Hours :Monday to Friday
Term Time onlySkills: Communication skills,Organisation skills,Administrative skills,Team working....Read more...
To work under the direction and instruction of senior staff, to provide general clerical, administrative and financial support to the school.
Support to Pupils, Parents and the Community:
Undertake reception duties, answer routine telephone and face to face enquiries and sign in visitors.
Assist with pupil welfare duties; liaise with parents/staff etc.
Assist with arrangements for visits from relevant external bodies, e.g. school nurse, photographer etc.
Support to Organisation:
Provide routine clerical support, e.g. photocopying, filing, faxing, emailing and completing routine forms.
Maintain manual and computerised records/management information systems and respond to queries.
Undertake routine typing, word-processing on an ad hoc basis.
Sort and distribute and record mail.
Undertake routine administration, e.g. registers/school meals.
Assist with arrangements for visits from County Council officers and external agencies, e.g. Social Services.
Operate office equipment e.g. photocopier, computer.
Arrange orderly and secure storage of supplies.
Undertake routine financial administration e.g. collect and record dinner money.
Maintain and collate pupil reports.
Support to School:
Promote and safeguard the welfare of children and young persons you are responsible for or come into contact with.
Be aware of and comply with policies and procedures relating to child protection, health, safety and security, confidentiality and data protection, reporting all concerns to an appropriate person.
Be aware of, support and ensure equal opportunities for all.
Contribute to the overall ethos/work/aims of the school.
Appreciate and support the role of other professionals.
Attend and participate in relevant meetings as required.
Participate in training and other learning activities and performance development as required.
Training:
Business Administrator Level 3 Apprenticeship Standard qualification
Weekly off the job training
Bi-weekly learning half day session
Training Outcome:There is a potential full time position offered to the right candidate.Employer Description:Excellence is at the heart of the vision for the School trust. It aims to create a strong positive culture in all our Academies in which valuable life skills will be delivered. Quality teaching, built upon a foundation of care and support will lead to high levels of attainment, achievement and confidence, self-esteem and a love of learning.Working Hours :8:30am - 4:00pm, Monday - Friday, term-time only.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
King’s Ford Infant School & Nursery is a school located in the popular area of Shrub End in Colchester. We are proud of our ethos that everyone matters and everyday counts. We are an inclusive school and promote a culture where pupils are happy and ready to embrace learning.
The following are the core responsibilities of the Apprentice. There may be on occasion, a requirement to carry out other tasks; this will be dependent upon factors such as workload and staffing levels:
To provide an effective and efficient clerical and welfare support to the school
To be the first point of contact for the school
To administer pupil admissions
To be responsible for manual and computerised pupil data records
To assist with financial administration such as placing orders, collecting monies, processing supplier invoices, and BACS payment runs etc
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
May lead to permanent position once the apprenticeship has successfully been completed
Employer Description:King’s Ford Infant School & Nursery is a maintained school based in Colchester. We currently have 127 pupils on roll in our main school and 40 children in our Nursery. From September we are expanding our nursery provision to offer more 3-4 year-old spaces and to open up admissions from the age of 2 years-old.Working Hours :Monday - Friday, 08:30 – 15:15.
30 minutes for lunch.
Term Time plus 5 non-pupil days.Skills: Communication skills,IT skills,Organisation skills,Number skills,Team working,Initiative,Multi-task,Time Management,Listening skills,Positive attitude,Calm,Friendly,Good sense of humour....Read more...
The role is integral in supporting our 'More than a Job Value' ensuring that our staff teams are suitably qualified and have access to continuous personal development (CPD) to help us to deliver to our customers and communities.
Engaging with internal and external People to provide an excellent level of customer service
Proactive in supporting and valuing our GLL People
Communicates effectively with people, signposting them to the right activities and services to meet their needs
Responding quickly and effectively to all queries and works hard to resolve issues professionally and effectively
Is aware of and interested in targets and business performance
Contributes to the internal L&D processes ensuring their effectiveness and accuracy
Carrying out administrative tasks on our Learning Management System (LMS) including course and qualification information, e-learning facilitation and making bookings
Carries out administrative tasks as requested to support the Learning & Development Team
Works with the Learning & Development Manager on producing business focussed report information as needed for the business
Helping organise courses and booking venues
Financial tasks such as raising purchase orders and invoices
Monitors relevant mailboxes, answering queries and escalating complex queries
Any other duties as required by the Learning & Development Team
The wage for this position is £226.50 per week. Upon successful completion of probation at 6 months your wage will rise up to £415.50 per week (dependant on age).
What your apprenticeship includes:
A mixture of face to face and online catch ups every 4 - 6 weeks to discuss feedback and progress
A mixture of on and off the job training, including workshops and webinars
Reviews every 12 weeks with your Line Manager and apprenticeship Trainer
The chance to get Functional Skills in English and maths (if you don't already have GCSE)
With GLL you will be working towards a level 3 Business Administration apprenticeship over the course of 12-18 months.Training:Business Administrator Apprenticeship Level 3, including Functional Skills in Maths and English.Training Outcome:GLL prides itself on its internal Learning & Development and internal promotion levels, there is scope for the right candidates to move onto a Learning and Development Level 5.Employer Description:At GLL, we are committed to the provision of leisure, fitness and cultural activities and facilities at affordable prices. It is our aim to ensure the financial viability of our organisation, meeting our charitable social objectives, harnessing employee ownership and maintaining and expanding our existing services. We endeavour to continually exceed customer expectations.
We operate 254 leisure centres, 115 libraries and 10 children's centres in partnership with 60 local councils, public agencWorking Hours :30 hours per week, exact shifts to be confirmed.Skills: Team Working,Organisation Skills....Read more...
As an apprentice Business Administrator, typically we will provide training and expect the apprentice to learn the following;
Oversee and manage all aspects of the law firm's administrative functions, including office supplies, equipment, maintenance, and security
Prepare and manage the firm's budget, handle accounts payable and receivable, track expenses, and ensure compliance with financial regulations
Develop and implement office policies and procedures to streamline processes, enhance efficiency, and ensure compliance with legal and regulatory requirements
Stay updated with technology advancements and recommend, implement, and maintain appropriate software and systems to support the firm's operations
Serve as a liaison between attorneys, staff, clients, and external stakeholders. Coordinate meetings, manage calendars, and assist with scheduling and travel arrangements
Establish and maintain organized filing systems for legal documents, correspondence, and administrative records. Ensure compliance with document retention and confidentiality policies
Assist with marketing initiatives, including website updates, social media management, client events, and maintaining client databases
Liaise with vendors, such as IT service providers, office suppliers, and maintenance contractors, to ensure timely delivery of services and resolve any issues
Stay abreast of legal regulations and requirements relevant to the law firm's operations. Implement and monitor compliance measures to mitigate risks
Training:
You will be achieving a Level 3 Business Administrator Apprenticeship
The apprenticeship standard requires 20% off-the-job training, which is mandatory
The off-the-job training will be provided by an assessor who will attend your place of work once a week as part of a day release schedule
You will be assessed based on your performance in the End Point Assessment (EPA), which occurs at the conclusion of the apprenticeship and typically lasts around 3 months
On-the-job training will be delivered at your place of work – Kingswood Solicitors
Occupation-focused; the standard is focused on the occupation, rather than being qualification-driven. Learning takes place throughout the apprenticeship, with an emphasis on key areas: knowledge, skills, and behaviours (KSB)
During the apprenticeship, you will work alongside experienced colleagues to gain hands-on experience and develop practical skills
Training Outcome:
There is possibility for future training and employment for the right candidate. Kingswood Solicitors are a growing company and are looking to expand and invest in their staff.
Employer Description:Kingswood Solicitors is a leading UK law firm. We are accredited by Lexcel, ensuring high quality practice management standards. We are legally authorised to provide legal advice, assistance and representation in wide range of legal matters. As qualified solicitors and legal advisors, we provide a tailor-made service for your immigration requirements. We are specialists in immigration, family law, litigation and various other areas of law.Working Hours :Working Hours: Monday - Friday, 9.00am - 5.00pm.
Breaks: 30 minutes.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Integrity,Good Time Management,Able to work collaboratively,Flexible,Adaptable....Read more...
You will be working as admin support for a regional Contact Manager becoming
Client email liaison
Keeping the Contract Manager updated
Creating client performance reports
Assisting with all aspects of admin for specific contracts, from ordering stock to creating ID badges and checking time sheets.
You will be supported by the Contract Manager and our office-based Senior Administrator. You will also receive training in industry-related H&S topics. You may, from time to time, be required to travel with Contract Managers to client sites to assist in delivering training via online modules to cleaning staff and will be involved in staff onboarding.Training Outcome:The organisation has a passion for developing their own staff to grow with the business. Both roles will lead to full-time positions where you will adopt account management responsibility and start to look after the companies' clients through effective communication and giving a professional service. There are other elements of the business you could progress into, such as financial areas or working on bids for new work, suitable skills and your interests will be discussed on completion.Employer Description:A professional and approachable commercial cleaning and facilities management company, APM’s fully-trained staff members focus on providing a wide range of safe, effective and efficient cleaning services for all our clients. And we specialise in the safe cleaning of Social Care environments and the provision of professional cleaning services for Construction Companies.
Our business has been built through honesty, hard work and the recommendations and word-of-mouth referrals of our existing customers. As a team, we adapt at speed to meet the wide range of cleaning challenges our work presents us with on a daily basis.Working Hours :Monday to Friday between 9.30am to 4pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Patience....Read more...
