Business Administrator Apprenticeship

The Business Administrator role will be instrumental in managing and enhancing customer relationships within the financial sector. The role aims to ensure customer satisfaction by delivering exceptional customer service. The Business Administrator will provide support to three financial advisors. This position is crucial for maintaining the company's reputation and fostering loyalty among clients.

Key Responsibilities:

Responsible for the reception area, including greeting clients and providing a positive and welcoming experience Answering the telephone, taking and passing on messages by email Managing and monitoring the sales force database which includes matching fees to clients on the CRM system Preparation of pre-meeting documentation which includes creating client valuations and illustrations as directed by the advisers Managing client appointments including scheduling and follow up as appropriate Handling client post and scanning documents to their files Management of quarterly bulk client mailing Management and distribution of company emails received through our website Assist our Customer Relations Manager in the preparation of client’s periodic suitability reports following their annual reviews

Training:

The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification.

Training Outcome:

Career progression possible in time to other more experienced roles within the company for example Customer Relations Co-ordinator.

Employer Description:
NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages.

Working Hours :
Monday - Friday (9am-5pm) - 1-hour lunch break

Skills:
Communication skills,IT skills,Organisation skills,Team working,Initiative,Attention to detail,Customer care skills