Accounts Management:
Monitoring outstanding accounts and chasing overdue payments
Assisting clients with payment processing, including setting up direct debits
Reconciling insurer statements to ensure accuracy and resolving discrepancies
Raising payments to insurers and third parties in a timely manner
Keeping accurate records of financial transactions and updating account statuses in our system
Documentation:
Preparing and sending insurance documents to clients
Managing correspondence related to renewals, new policies, and amendments
Ensuring all documentation is accurate, organized, and complies with industry standards
Claims Administration:
Updating claims files with new information and ensuring timely progress
Liaising with insurers, clients, and third parties to facilitate claim resolutions
Maintaining clear and accurate records of claim statuses within our system
System Updates:
Ensuring all client and policy data in our management system is up-to-date and accurate
Assisting with generating reports and extracting data for business purposes
Supporting team members with system-related queries
General Administration:
Answering phones, handling client inquiries, and forwarding calls where necessary
Organising and maintaining digital and physical filing systems
Providing administrative support to brokers and other team members as required
Training:
As part of this programme you will complete the level 3 Business Administrator Apprenticeship Standard
The Business Administrator apprenticeship programme is the perfect entry into a professional working environment. It will provide the opportunity to develop knowledge, skills and behaviours that are desirable within any business sector and will also provide foundation skills that can be developed and built on to progress into supervisory roles
Training schedule has yet to be agreed
Details will be made available at a later date
The apprenticeship provides an insight into the business environment and influences, it will lay the foundation knowledge for success
Develop the knowledge, skills and behaviours of successful Business Administrators
Regular tutorials and assessments from an experienced business professional
Interactive chat, forums and class notebooks for real-time support and assistance from experienced business professionals
Training Outcome:
Full time position on completion
Employer Description:Founded in 2012, we have the knowledge to support your insurance needs now and in the future. Our established team of insurance specialists boast many years of experience collectively. They have the expertise, and the willingness to think outside the box to provide you with a completely personalised service.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: IT skills,Customer care skills,High Standard of Maths,Confident,Outgoing,Enthusiastic....Read more...
Assisting with general administrative tasks such as answering calls, managing emails, and maintaining filing systems
Scheduling appointments and managing client communications
Supporting financial advisers with client paperwork and documentation
Maintaining client records and updating a back office system
Preparing and processing forms and documents
Ensuring the office runs smoothly with day-to-day administrative support
Meet and Greet Clients attending the office for meetings
Training:
The training will take place at Lynas Vokes, with the assessor visiting every 4-6 weeks
Training Outcome:
Once the initial business and administration qualification is completed the suitable candidate will then be offered the opportunity to partake in Financial Services Qualifications. This will allow them to pursue a long-term career in Financial services whether that be Paraplanning, Advising, Administration or Compliance – we aim to support and nurture talent, there really are no glass ceilings!
Employer Description:Lynas Vokes has been successfully offering financial advice to clients since 1972. The company was started by Jamie Gordon with the sole aim of providing the most suitable wealth management solutions to clients. As an independent wealth management business, Lynas Vokes can develop and implement comprehensive financial plans for all clients. The team is highly qualified and has years of expertise in their respective fields.
Lynas Vokes currently serves over 1600 clients and manages £175 million worth of assets. We’re regulated by the Financial Conduct Authority and are a trusted financial planning firm. We have a 4.8/5 rating on VouchedFor, earned solely through independent reviews.
We offer advice relating to investment strategies, pension, tax and estate planning, as well as both life and health insurance. We also have a comprehensive mortgage service, specialising in all client types from first time buyers and home movers to buy-to-let. For businesses, we offer corporate financial planning covering group pensions, corporate insurance, financial planning and employee benefits.Working Hours :Monday to Friday
9am-5pmSkills: 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,Initiative,Non judgemental,Patience,Literacy Skills,Full UK Driving licence,Competent in Microsoft Word,Competent in Microsoft Excel,Competent in Microsoft Outlook....Read more...
Key Duties and Responsibilities:
Scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and internal IT systems
Preparing report packs
General enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
E-filing and saving documents onto the cloud
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
General:
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Team working
Logging all calls and emails on CRM system in line with compliance regulations
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 (one of):
CF1 - awarded by The Chartered Insurance Institute (CII).CF1 - awarded by The Chartered Insurance Institute (CII).
Completion of CF1 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:This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependent on performance.Employer Description:Sterling, established in August 2000, has grown substantially over the years. However, we have always aimed to retain the feel of a smaller company. We offer a range of financial services, but typically provide ongoing support to those with investable assets above £500,000. Our priority is to help clients make the most of their wealth through sensible investment and tax planning recommendations, all based on their individual circumstances and objectives.Working Hours :Monday – Friday between 9am-5pm (1 hour unpaid lunch).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
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...
Programme: Customer Service Practitioner Level 2Salary: £18,000 annually + plus £250 per quarter bonus plus £1000 after completing apprenticeshipAs the UK’s largest Honda dealer group, Brayley's Honda have dealerships nationwide covering the latest Honda ranges, servicing and a wide selection of quality and used cars. As a Honda Brand Ambassador Apprentice, you will need to be organised, professional, knowledgeable, enthusiastic and well-presented., as the working environment can be quite competitive and demanding as the focus is always on maximising every opportunity.As a Brand Ambassador apprentice, you will work your way into a sales executive role, with the key responsibilities being: Obtain and retain Certificate in General Insurance for the Motor Industry
Ensure the West Way Sales Experience is delivered to every customer as detailed in Sales Processes/NSSW and constantly improve working methods and standards
Maintain good relationships with customers by meeting and exceeding their expectations in order to meet the highest level of customer satisfaction.
Actively prospect and follow up every sales opportunity using CA-A and telephone prospecting systems
Sell an agreed volume of new cars per period of time
Achieve the individual volume/profit objectives set by the Sales Manager
Pursue and achieve incremental sales and profit opportunities through the sale of Finance, Warranty, Insurance, Service Plans, Options and Accessory sales
Conduct accurate and fair appraisals of all vehicles presented for part exchange
Develop and maintain comprehensive product knowledge in respect of all Honda vehicles, dealership prices, current promotions, Consumer offers, funding, taxation of vehicles and relevant legislation.
Participate in planning sales campaigns and promotions to maximise sales (as required)
Make sure the showroom is clean and tidy and always meets West Way standards
Handle all administrative requirements of the position (e.g. paperwork, plans, reports and the maintenance of an accurate customer database-Contact Advantage)
Complete any other appropriate sales activities as specified by the Sales Manager
Operate a showroom rota to cover required opening hours, including Saturdays, Sundays and Bank Holidays
Training:As a customer service apprentice, you will receive mentoring in the workplace and training from Remit Group to help develop your skills and achieve your Level 2On successful completion, you will receive:• Level 2 in Customer Service• Level 1 Functional Skills in English & maths (if required)Training Outcome:There are plenty of opportunities to progress within Brayley's after you complete your apprenticeship.Employer Description:Here at Brayleys, we want to ensure your experience with us is enjoyable and hassle-free. Whether you’re browsing our website, chatting to us by phone, or visiting our dealership, it’s our aim to provide you with all the information you need, give impartial advice, and help you secure the right vehicle for you. We’re also here to support you throughout ownership, with servicing and maintenance so you can enjoy a smooth ride mile after mile.Working Hours :40 hours per week, may include evening and weekend work.Skills: Attention to detail,Communication skills,Enthusiasm to learn,Motivated,Organisation skills,Passionate,Team working....Read more...
Programme: Customer Service Practitioner Level 2Salary: £18,000 annually + plus £250 per quarter bonus plus £1000 after completing apprenticeshipAs the UK’s largest Honda dealer group, Brayley's Honda have dealerships nationwide covering the latest Honda ranges, servicing and a wide selection of quality and used cars. As a Honda Brand Ambassador Apprentice, you will need to be organised, professional, knowledgeable, enthusiastic and well presented., as the working environment can be quite competitive and demanding as the focus is always on maximising every opportunity.As a Brand Ambassador apprentice you will work your way into a sales executive role, with the key responsibilities being:
Obtain and retain Certificate in General Insurance for the Motor Industry
Ensure the West Way Sales Experience is delivered to every customer as detailed in Sales Processes/NSSW and constantly improve working methods and standards
Maintain good relationships with customers by meeting and exceeding their expectations in order to meet the highest level of customer satisfaction.
Actively prospect and follow up every sales opportunity using CA-A and telephone prospecting systems
Sell an agreed volume of new cars per period of time
Achieve the individual volume/profit objectives set by the Sales Manager
Pursue and achieve incremental sales and profit opportunities through the sale of Finance, Warranty, Insurance, Service Plans, Options and Accessory sales.
Conduct accurate and fair appraisals of all vehicles presented for part exchange
Develop and maintain comprehensive product knowledge in respect of all Honda vehicles, dealership prices, current promotions, Consumer offers, funding, taxation of vehicles and relevant legislation.
Participate in planning sales campaigns and promotions to maximise sales (as required)
Make sure the showroom is clean and tidy and always meets West Way standards
Handle all administrative requirements of the position (e.g. paperwork, plans, reports and the maintenance of an accurate customer database-Contact Advantage)
Complete any other appropriate sales activities as specified by the Sales Manager
Operate a showroom rota to cover required opening hours, including Saturdays, Sundays and Bank Holidays
Training:As a customer service apprentice, you will receive mentoring in the workplace and training from Remit Group to help develop your skills and achieve your Level 2.
On successful completion, you will receive:
Level 2 in Customer Service
Level 1 Functional Skills in English & Maths (if required)
Training Outcome:
There are plenty of opportunities to progress within Brayley's after you complete your apprenticeship.
Employer Description:Here at Brayleys, we want to ensure your experience with us is enjoyable and hassle-free. Whether you’re browsing our website, chatting to us by phone, or visiting our dealership, it’s our aim to provide you with all the information you need, give impartial advice, and help you secure the right vehicle for you. We’re also here to support you throughout ownership, with servicing and maintenance so you can enjoy a smooth ride mile after mile.Working Hours :40 hours per week, may include evening and weekend work.Skills: Attention to detail,Communication skills,Enthusiasm to learn,Motivated,Organisation skills,Passionate,Team working....Read more...
As the UK’s largest Honda dealer group, Brayley's Honda have dealerships nationwide covering the latest Honda ranges, servicing and a wide selection of quality and used cars.
As a Honda Brand Ambassador Apprentice, you will need to be organised, professional, knowledgeable, enthusiastic and well presented., as the working environment can be quite competitive and demanding as the focus is always on maximising every opportunity.As a Brand Ambassador apprentice you will work your way into a sales executive role, with the key responsibilities being:
Obtain and retain Certificate in General Insurance for the Motor Industry
Ensure the West Way Sales Experience is delivered to every customer as detailed in Sales Processes/NSSW and constantly improve working methods and standards
Maintain good relationships with customers by meeting and exceeding their expectations in order to meet the highest level of customer satisfaction
Actively prospect and follow up every sales opportunity using CA-A and telephone prospecting systems
Sell an agreed volume of new cars per period of time
Achieve the individual volume/profit objectives set by the Sales Manager
Pursue and achieve incremental sales and profit opportunities through the sale of Finance, Warranty, Insurance, Service Plans, Options and Accessory sales
Conduct accurate and fair appraisals of all vehicles presented for part exchange
Develop and maintain comprehensive product knowledge in respect of all Honda vehicles, dealership prices, current promotions, Consumer offers, funding, taxation of vehicles and relevant legislation
Participate in planning sales campaigns and promotions to maximise sales (as required)
Make sure the showroom is clean and tidy and always meets West Way standards
Handle all administrative requirements of the position (e.g. paperwork, plans, reports and the maintenance of an accurate customer database Contact Advantage)
Complete any other appropriate sales activities as specified by the Sales Manager
Operate a showroom rota to cover required opening hours, including Saturdays, Sundays and Bank Holidays
Training:As a customer service apprentice, you will receive mentoring in the workplace and training from Remit Group to help develop your skills and achieve your Level 2:
On successful completion, you will receive:
Customer Service Practitioner Level 2 Apprenticeship Standard
Level 1 Functional Skills in English & maths (if required)
Training Outcome:
There are plenty of opportunities to progress within Brayley's after you complete your apprenticeship
Employer Description:Here at Brayleys, we want to ensure your experience with us is enjoyable and hassle-free. Whether you’re browsing our website, chatting to us by phone, or visiting our dealership, it’s our aim to provide you with all the information you need, give impartial advice, and help you secure the right vehicle for you. We’re also here to support you throughout ownership, with servicing and maintenance so you can enjoy a smooth ride mile after mile.Working Hours :Shifts to be confirmed, may include evening and weekend workSkills: Attention to detail,Communication skills,Enthusiasm to learn,Motivated,Organisation skills,Passionate,Team working....Read more...
Duties Involve:
Sorting, scanning and distribution of all incoming post, together with the franking and sorting of all outgoing post.
Scanning of general documents, certificates, grants and cheques
Filing of documentation, ensuring filing systems and accurate records are maintained
Will storage management including requests for Will retrievals, storage of Wills, and Will Writer correspondence.
First point of contact for Partner system queries for Will storage and problem solving in relation to Will retrieval queries.
Liaising with clients and partners via phone
Creation of, and administration surrounding, renunciations
Updating case management system and inputting new enquiries.
Creating Power of Attorneys/Letters of Authority on new estates.
Carrying out Land Registry checks.
Carrying out administrative support for the Sales department.
Progress through your apprenticeship in a timely manner until completion.
Company Benefits:
25 days holiday entitlement (Increasing annually to 30)
Health cash plan - cash back for Dental, optical and other treatments
Employee discounts across a range of high street products.
Income protection insurance
Life assurance policy
Cycle to work scheme
Employee Assistance programme
Free office fruit daily
Training:
Business Administration Level 3 standard
Training Outcome:
This role can prepare successful apprentices for the Estate Coordinator role which is their own version of a Junior Paralegal.
Employer Description:Damar is committed to safeguarding and promoting the welfare of our apprentices and expects our employer partners to share this commitment and to take appropriate steps to ensure that learning takes place in a safe, healthy and supportive environment.Working Hours :Monday to Friday, from 9:00am to 5:00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Initiative....Read more...
