Schedule client meetings, including setting up calls, video conferences and face-to-face appointments
Manage client communications, including responding to queries and arranging meetings as necessary
Liaise with our introducers to keep them up to date on the progression of their referrals
Maintain accurate and up-to-date client records in the firm’s CRM and back-office systems
Prepare and process client applications, reports, and forms (e.g., pensions, investments, insurance)
Assist with the preparation of client meeting packs and reports, including gathering relevant financial data
Liaise with third-party providers (e.g., pension and investment companies, insurance providers) to process client applications and requests
Support to Financial Advisers:
Provide day-to-day administrative support to financial advisers, ensuring they have the necessary information for client meetings.
Attend and observe client appointments to build skills to assist in the preparation of suitability reports and other financial documents
Manage adviser diaries, ensuring appointments and deadlines are met
Compliance and Record Keeping:
Ensure that all client documentation and transactions are compliant with regulatory requirements.
Support the team with maintaining up-to-date records for audits and regulatory reviews
Monitor client reviews and ensure compliance with the firm's service level agreements and timelines
General Office Support:
Manage the filing, scanning, and organisation of paperwork.
Assist with the day-to-day running of the office, including ordering supplies and maintaining office equipment
Support other administrative tasks as needed to help ensure the smooth operation of the business
Client and Marketing Support:
Assist in the preparation of client newsletters, marketing materials, and social media content.
Coordinate client events and seminars, as required.
Training:Level 3 Financial Services Administrator apprenticeship standard.
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 (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:
Upon successful apprenticeship completion, the candidate can look forward to a permanent role with growth areas being wide and vast i.e.Financial Advisor, Insurance Advisor, Para Planner
Employer Description:Right Wealth Management is a growing, fast paced and exciting Independent Financial Advisory (IFA) firm based in Derby, with a national presence. We pride ourselves on being different, we say yes to everyone and encourage all UK adults to create a financial plan for them and their loved ones.
We deliver exceptional financial planning and protection services to individuals and businesses. Our ambitious team is committed to providing personalised financial solutions with a focus on building lasting relationships with our clients.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Self motivated,Positive attitude,Enthusiam for the industry....Read more...
Job Duties include:
Review and process all cheques received by the PPF including lodging cheques accurately with the PPF’s clearing bank’s local branch in Croydon.
Review and process all Finance posts received, ensuring that documentation is scanned to the appropriate quality for optical character recognition and saved in SharePoint libraries appropriately.
Update SharePoint and other reconciliation tools with financial information accurately, ensuring compliance with internal PPF policies and GDPR regulations.
Load supplier invoices on Oracle supporting the AP advisor as necessary.
Carry cash book posting supporting the cash management advisor as necessary.
Logging the refunds from the mailbox onto the SharePoint tracker.
Other ad hoc tasks as required including mailbox management.
Training:Foundation covers the basic principles of accountancy, and is your starting point if you’ve never studied accountancy before. You’ll learn the basic principles of accountancy, such as double-entry bookkeeping, costing and preparing financial statements, as well as how to use accountancy software.
This level is ideal if you’re new to accountancy and finance, have previously worked in an accounts department, or are looking to change your career into Accountancy. To pass this level, you'll be examined on five units. All assessments are computer-based exams (CBE).
The area you will cover include:
Bookkeeping transactions
Bookkeeping controls
Elements of costing
Using accounting software
Foundation Synoptic Assessment
Training will be provided either via classroom or remote sessions. An apprenticeship has to be relevant to the job you are undertaking and you must dedicate 20% of their time towards it.Training Outcome:
There are no guarantees beyond the apprenticeship, but we will consult with the candidate nearer the end of the apprenticeship.
Employer Description:The Pension Protection Fund’s main function is to provide compensation to members of eligible defined benefit pensionschemes, when there is a qualifying insolvency event in relation to the employer, and where there are insufficientassets in the pension scheme to cover the Pension Protection Fund level of compensation.Working Hours :Monday - Friday, shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Duties for the Business Administration Apprentice will include:
Answer the telephones, take messages and deal with client enquiries
Prepare letters, respond to e-mails and post duties
Diary management and meet & greet clients in a professional manner
Input client information into a bespoke database programme and update as required
Prepare documentation and reports for client meetings
Checking compliance with financial service rules
Extra responsibilities will be added as the Apprentice develops
You will be given full training on all areas and the relevant IT systems, so proficient IT skills are helpful, along with a high standard of English.
You will learn from onsite mentors and will be given full support to achieve your apprenticeship.Training:Level 3 Business Administrator Apprenticeship Standard:
This is an Advanced Apprenticeship in Business Administration and will include a combination of on and off the job training in the workplace
You will have monthly mentoring and guidance at work from a Craven College Learning & Development Advisor and monthly online seminars
After approximately 18 months you will be entered to undertake an End Point Assessment, to complete your apprenticeship
Training Outcome:
On completion of the program, the apprentice will have the opportunity to obtain permanent employment and further training to enhance their skills and increase their responsibilities
Employer Description:Colyer Management Services is a thriving wealth management practice based between Pickering and Scarborough. They provide investment and wealth management services to a large portfolio of high-end clients. Please take a look at their website for further information.Working Hours :Monday to Friday, between 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,High standard of English....Read more...
Administrators handle the day-to-day tasks in an office and make sure things run smoothly. This sort of work requires a strong sense of responsibility, accuracy and attention to detail.
As a business and administration apprentice, your exact duties will depend on your employer and the department that you are working in, but could include:
Typing up board meeting documents
Putting financial information together in spreadsheets
Responding to emails and post
Producing reports for a senior manager
During your apprenticeship you could be placed in one of the following departments:
Sales
Distribution
Marketing
Network Development
Finance
Parts and Service
Technical Centre
Training:
At least 20% of your working hours will be allocated to 'off-the-job' training. We'll support you to understand the working hours during the recruitment process
Your Development:
Our Apprenticeship Programme is an excellent way of ensuring we have high quality people working within our business. We're looking for ambitious candidates ready to take ownership of their development, work hard to achieve their potential and grow with an ambitious employer
The Programme typically lasts between 12 and 24 months dependant on the career path chosen and you'll achieve a nationally recognised qualification.
We will support you to gain your Functional Skills, Core Skills in Scotland, if you require them in maths and English
Block training is complemented by a combination of regular coaching visits from one of our experienced Coaches as well as Virtual Classroom sessions and E-Learning modules
Training Outcome:
There are lots of opportunities to develop your career within our expanding business
Your early development is carefully mapped through your Apprenticeship journey with your learning focused toward achieving an industry recognised qualification
This is the grounding for your future development within the network and opportunities exist, once qualified, to further develop your skills and to move into new roles
Employer Description:The head office and full facilities of UK Truck and Plant Group are based in central Bedford- including our workshops and lorry parking. Just off the M1, Junction 13, our large 7-acre site is accessible for all vehicle types and clients. We are proud to announce that we have been awarded an IRTE Workshop Accreditation, proving we are of the highest standards within the industry. This means we have been recognised for our excellent premises, equipment, staff and documentation (plus plenty more)!
We have also been SMAS certified and SSIP accredited, meaning we have an audited health and safety policy, risk assessment system and a dedicated health and safety advisor- demonstrating that our offices and workshops are completely safe for customers and staff.
We have also attained the certification for the Quality Management System, ISO 9001:2015, a requirement for companies to show customers that you're committed to quality products and services. Our business was audited and passed- proving we are all about customer satisfaction.Working Hours :Monday - Friday, 9.00am - 5.00pm, however your exact hours will be confirmed at interview.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,Patience....Read more...
