Level 3 Client Services Apprentice Administrator

As there will be a great deal of client contact, both in the office and particularly on the phone.

Assistance will be given with prioritising work, but one of the key qualities of the job is to demonstrate initiative.

Duties include:

Liaising with product providers to obtain quotations, etc. Assisting Senior Administrators in the preparation of reports, etc. Some technical research of products. Database management. Data Entry. Answering telephone. Greeting clients on arrival at office. Typing. Filing, photocopying and faxing. Scanning documents for computer storage. Co-ordinating post and mail, both in and out. Liaising with other external organisations. Monitoring the management's diary, making appointments, running a reminder system. Other general office duties. Directly reporting to Senior Administrators and Management.

Training:

Example: Apprentices will be required to attend college at least x1 day per week either at Uxbridge, Harrow or Hayes Campus completing necessary mandatory training and units associated with the apprenticeship.

The apprentice will be required to complete:

Work towards gaining a full Qualification. Employment Rights and Responsibilities. Skills, Knowledge, and Behaviours. Standard and End Point Assessment. Functional Skills in English, Maths, and ICT (if required).

Other training will be provided by the employer as required to enable the fulfilment of the job role.

Training Outcome:

This is a good opportunity for someone who shows 'initiative and capability to 'move up the ranks' as the company grows and more advisers and support staff are recruited. The career path could then continue in a variety of directions, depending upon the candidate's desires ¬- e.g., office administration, P.A. to an adviser, advising clients, etc. Assistance will be given towards further qualifications in financial services, where appropriate.

Employer Description:
Only a year after starting, the company was awarded "Best IFA in The Capital" by the Evening Standard newspaper, and since then the company has continued to add to its achievements.  Please see our 'Award Winning Advice' page for details of our awards and other unique credentials; for example, Bhupinder Anand has twice been awarded 'IFA of the Year'. Our team of specialists and experts, supported by qualified administrators, all share the enthusiasm of being one of the UK's Best Independent Financial Advisers.   Our advisers have an average of at least 25 years’ experience in the Financial Services Profession.

Working Hours :
Monday to Friday, 9am-5:30pm

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