Maintain accurate and up-to-date employee records
Supporting other members of the team with the weekly and monthly payroll
Responsible for handling initial payroll administrative enquiries and managing the general Payroll Inbox
Checking the administration of starters, leavers, for both payroll and pensions
General office-based tasks such as filing, shredding and scanning
Compiling data for P11d’s
Preparation and reviewing of expenses including VAT breakdown
Managing mileage captures involving entering data, verifying that employees complete their mileage records accurately, and ensuring these records are submitted to payroll promptly for processing
Receiving and dispersing incoming post
Providing payroll advice across the organisation, as well as directing people to the appropriate person if you are unable to advise on their query
General ad hoc administrative tasks to support individuals in the payroll department
Training:Payroll Administrator Level 3.Training Outcome:There is an opportunity to advance further in your career with access to higher-level courses and training programs, based on business need.Employer Description:Phosters (FM) Ltd are a dynamic facilities management company who operates nationwide, providing nearly 30,000 service visits to properties and sites across the United Kingdom. We provide a comprehensive facilities maintenance service to meet the diverse needs of our clients, through our dedicated team of professionals.
We are a company who values professionalism and fosters a culture of opportunity for growth and development. The people we employ define who we are, and we are proud to be a Disability Confident Committed Employer; understanding and appreciating the diversity among individuals, recognising that everyone is unique.Working Hours :Monday to Friday 8am - 5pm, one day a week for day release at college. If the apprentice is to engage in an online course, then remote working will be granted for one day per week.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Confidentiality....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...
Apprentices must be enthusiastic about a career in sales. Throughout the training programme, apprentices will be expected to hit development milestones on their journey.
Trainees will be taught how to identify, prospect and nurture new business relationships. Our in-house trainers will develop apprentices’ techniques on how to sell to different target audiences in banking, insurance, asset management and fintech.
Throughout the programme, apprentices will be expected to demonstrate a hard-working attitude, a willingness to use initiative and should exhibit curiosity and persistence.
The latter is key as the early days of developing a client book involve substantial amounts of prospecting through emails, on the telephone, in person and using digital outreach platforms.
In return you will learn the basics of capital markets, offering you an opportunity to work as part of a friendly team, liaise with clients and with a good amount of autonomy to develop your own client book.
This is a fantastic opportunity to work for an independent agency, in a multi-layered role, where the earning potential is enormous.
Training:The academic portion of this apprenticeship will be delivered by Anglia Ruskin University in a day release arrangement. Apprentices will be sent with their cohort to study blocks at the university with additional study days following immediately after on-campus attendance.
Academic training is delivered on campus in a variety of lectures, seminars as well as online tasks. Training Outcome:On completion of their Level 6 qualification, apprentices have the option to take up a full-time salaried position within the business within the commercial team.
This apprenticeship is designed to equip candidates with a knowledge of sales across UK financial services and capital markets.
The scheme aims to develop future managers to lead our teams. Therefore, the training extends beyond sales to HR management, finance, marketing and handling disruption and innovation.Employer Description:Rhotic Media is a financial services marketing agency that offers strategic support to global businesses in marketing strategy, content delivery, training, presenting and live event production.
Our clients rely on us to have a comprehensive understanding of the global economic and capital markets landscape to enable them to stand out from their competitors and achieve cut-through in their marketing.
Rhotic’s team take client business objectives and translate them into strategies and assets serving an overall corporate aim. They do this through a consultative approach that stems from an ability to recognise important themes and unravel technical jargon.
The agency works across three key client segments – capital markets, personal finance and financial technology. These segments span every area of finance, including accounting, banking, insurance, investment, pensions, payments, and securities services.Working Hours :Monday to Thursday:
Office based
Fridays:
Designated study day
Exact shifts TBC.
Additional days for:
• Block release periods university campus attendance
• On campus study daysSkills: Communication skills,Team working,Initiative,Patience,Resilience....Read more...
KEY PURPOSE OF THE JOB
Provide a centralised HR administration support service for the HR team and its schools.
MAIN DUTIES AND RESPONSIBILITIES
To support the HR team with all administrative-related matters; keeping accurate and up-to-date records at all times
To support and engage with school administration teams regarding HR Administration
Inputting data and effectively maintaining confidential HR records.
Organise and maintain effective filing systems, both paper and electronic in order to provide an efficient working environment.
Monitor the HR Mailbox, responding to, and escalating queries to the HR Officers or HR Manager, as appropriate
Responsibility for answering incoming calls to the department, dealing with calls efficiently and escalating to the HR Officers or HR Manager, as appropriate
Support the HR team by undertaking administrative work associated with HR casework
Organising meetings, minute taking and providing confidential administrative support to the HR team
Coordinate and support the HR Officers on all aspects of recruitment and selection
Process pre-employment checks for staff and volunteers, advise schools on checks for agency staff and contractors
Prepare and issue contracts and variations to contracts
Ensure staff files are kept up to date and that all records held, both physical and electronic, are accurate and adhere to safer recruitment practices
Complete notifications to payroll and returns in relation to absence, leave, overtime, payroll forms etc. by specified deadlines
Liaise with external payroll, pensions administration and occupational health providers including raising and responding to queries and deciding appropriate action
Produce lists/information/data and contribute to HR reports as required
Contribute and develop HR improvement projects as directed by the HR Team
Develop and maintain office systems and records and collect, compile and present data both manually and electronically in order to ensure accurate and up-to-date employee records and produce regular reports
Be aware of and comply with data protection in accordance with the General Data Protection Regulation (GDPR) and Trust Policies
SAFEGUARDING AND PROMOTING THE WELFARE OF CHILDREN AND YOUNG PEOPLE
To demonstrate a commitment to safeguarding and promoting the welfare of children and young people, staff and volunteers
To demonstrate a thorough understanding of safeguarding and safer recruitment policies and procedures, and their application within an educational setting/environment in accordance with the current DfE statutory guidance for Keeping children safe in education
Training:
Level 3 Business Administration at Stockton Riverside College
Functional Skills maths & English, if required
Training Outcome:An opportunity for a full-time position at the end of the apprenticeship.Employer Description:We are a newly merged Trust comprising 4 secondary and 11 primary schools located across the Tees Valley and we provide opportunities for children and young people to reach their full potential, whatever their starting point. We know that this is best achieved in encouraging environments where mutual and self-respect is promoted. We want to grow confident young people able to work independently and think creatively in a fast-changing world.
We have high expectations for everyone, aspiring to excellence in teaching and achieving impressive standards is all areas of school life. Success beyond the classroom in sport and the arts are features of life across our Trust.
For our staff we provide positive working environments, a commitment to the highest quality professional development, opportunities to collaborate to create excellence and encouragement to forge career success.
Trustees, governors and leaders collaborate closely to ensure excellence in all aspects of Vision1590 Trust. Our core values are mutual respect, hearty collaboration and courageous ambition and these drive our work ensuring that Vision1590 schools are wonderful places to work.Working Hours :Monday to Friday, hours to be confirmed. Term time only plus 5 days.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Proactive,Computer literate,Willingness to develop,Confidentiality,Self-motivated,Friendly and approachable,Flexible,Microsoft Office knowledge....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...
