Role Responsibilities (with support and training)
Ensure the smooth-running of the office
Answer phones and manage e-mail inboxes
Onboard new clients
Proactively managing relationships to maintain overall client health
Help oversee and manage individual accounts including withdrawals and administration
Ensure clients are kept informed with regards to their investments and portfolios as directed
Assist clients as required with queries
Supporting the Managing director and wider CFM team
Scanning post and progressing cases
Set up meeting rooms and assist with minute taking and reporting (where necessary)
Management of diaries and booking of appointments
Troubleshooting client and systems issues
Follow FCA guidelines as laid out in the Conduct of Business (COB) rules framework.
Adhere to the company’s compliance procedures as laid out in our compliance handbook
Adhere to the firm’s financial and HR policies and procedures, as well as any budgets that may be in place
Assist with marketing, Twitter, LinkedIn, Instagram, website editing
Suggest changes or improvements to increase accuracy, efficiency, and cost reductions
Learn about the investment management industry
Taking responsibility for your specific tasks
Supporting the Administration Team function
Training:Business Administrator Level 3 Apprenticeship Standard:
1 day per month attendance at College (optional) during term time, with regular visits from your apprenticeship Skills Coach in the workplace
Training Outcome:
To be confirmed by employer
Employer Description:Capital Financial Markets provides objective advice and bespoke investment management solutions to ensure that your wealth is put in the best position to grow. We have solutions to manage all your family’s wealth through the different generations and life stages.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication,,IT Skills,Customer Service,Analytical,Mathmatical,Proactive,Accountability....Read more...
Using learned knowledge to perform the servicing of equipment, tube & fittings
Assisting in the construction and dismantling of scaffolding
Loading and unloading scaffolding from a lorry
Gaining extensive knowledge of equipment and selection
Training:
You will be pursuing a Level 2 Apprenticeship Standard in Scaffolding, through Weston College
As part of this program, you will attend Weston College for a 2 week block release at the Construction Training Centre (CTC)
An assessor will conduct on-site observation to evaluate your progress, as well as supporting you in college throughout your apprenticeship
At the conclusion of your program, your qualification will be assessed through an End Point Assessment
Training Outcome:
Potential full-time employement after qualification completion
Employer Description:Established in 2000, SRK Scaffolding and Industrial Services Ltd has evolved from a small family local business in Durston, Somerset, into a key player in the scaffolding industry. Our growth has been driven by our commitment to innovation, exceptional service, and strategic investments.
In 2016, we expanded by acquiring a freehold yard in Wellington, Somerset, which now serves as our head office and a fully-equipped vehicle workshop. With the recent addition of a new yard in Cwmbran, Wales, and satellite offices in Manchester and Lowestoft, our expansion is well underway.
Our success is built on strong industry partnerships and a team of professionals dedicated to upholding strict safety standards and providing cost-effective solutions. We remain committed to meeting our customers’ diverse needs and solidifying our position as industry leaders. We have expanded our services to include industrial painting and thermal insulation, marking the beginning of an exciting new chapter in our journey.Working Hours :Monday to Friday, 07:00 to 16:30.
Morning break, 10:00 to 10:30.
Lunch, 13:00 to 13:30.Skills: Communication skills,Attention to detail,Problem solving skills,Logical,Team working,Physical fitness,Sense of balance....Read more...
Data Entry and Record Keeping: Assist in maintaining accurate and up-to-date records of clients, review meetings and incoming data.Communication Support: Collaborate with team members to facilitate effective communication within the company and with its customers. This may include drafting emails, dealing with post, answering phone calls, and managing appointment schedules.Contribute to the smooth running of the office by performing various administrative tasks such as filing, photocopying, shredding and scanning.Work closely with independent financial advisers, paraplanners and estate planner to provide administrative support for ongoing customer service. This may involve setting up files, liaising with providers and external agencies, and managing documentation.Provide excellent customer service by handling enquiries both face to face and on the phone, directing calls, preparing for meetings and maintaining positive relationships with clients.Any other ad hoc duties to support the team as required such as supporting with marketing, completing research tasks, etc.
Due to the nature of this business flexibility with working arrangements would be an advantage to help manage peaks and troughs in workload so there may occasionally be some later nights and weekend work.Training:Business Administration Level 3 apprenticeship with Access Training and internal training on policies and procedures.Training Outcome:This apprenticeship offers long term career opportunities for the right candidate with the opportunity to progress into roles such as Financial Administrator, Paraplanner and Estate Planner. Employer Description:Morrell Financial Management hasve been running for 12 years and are well established in the local area. As Independent Financial Advisers they can provide advice on investments, retirement planning, estate planning, inheritance tax planning and trusts, long term care and the financial protection of your family or your business.
We source products from the whole of the market and aim to build long lasting, professional, trusted relationships with our clients ensuring that we always treat our customers fairly.Working Hours :37.5 per week - Monday to Friday 9am to 5pm with 30 minutes lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Creative,Initiative....Read more...
Contacting new customers to explain the advantages of buying their company’s products or services
Maintaining excellent working relationships with existing customers
Building and maintaining a steady growth of new customers
Being the first point of contact for customer issues
All general administrative duties (database, telephone calls, emails, correspondence, filing)
Maintaining excellent working relationships with existing customers
Quoting rates to customers and negotiating as and when required
Working closely to a budget as set by the Sales Director
Close working relationships with suppliers
Close working with relationships with the Telesales Department
Being the first point of contact for customer issues
Working towards team and individual incentives
Ensuring repeat customer business with the use of investments
Negotiating with customers and suppliers to achieve the best price for both the company and the customer
Self-management of expenses, mileage and budget
Responsible for own administration
Attendance at monthly meetings and bi-annual conferences
Ensure that excellent customer relationships are maintained, by being available for customer queries as and when required
Liaison with the Sales Director on a continuous basis
Identifying and developing improvements to your customer area
Build and maintain a close working relationship with the staff across the company
Support in the promotion of business mission
Build and maintain close working relationships with suppliers and customers
Ensure that deadlines and objectives set
A strong and continuous focus on business development
Building and maintaining excellent customer relationships
Forward planning for business needs
This is not an exhaustive list and you are required to be flexible in your approach to carrying out your duties which may change time to time in order to reflect business need or for the company’s continuous improvement.Training:You will complete the Business Administrrator Apprenticeship Standard Level 3 and the Functional Skills in maths and English (if you do not have the GCSEs/GCSE grades or equivalent)
Training will be carried out within the workplace, there is NO day release.
Training will be carried out every 2-4 weeks.Training Outcome:If successful then a full time position within the organisation.Employer Description:We supply staff to healthcare service providers, rehabilitation units including hospitals, and other institutions that provide public or private health care and nursing services.Working Hours :Monday to Friday 8 hour shifts.
Exact hours will be discussed at the interview stage.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Logical,Team working,Self motivation and drive....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...
