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Client Administrator

Job Description: Core-Asset Consulting is working with a well-established wealth management firm to recruit a Client Administrator to join their Client & Front Office Operations team on a 12-month fixed-term contract in Leeds. This is a pivotal administrative role supporting all aspects of client data and operational processes, ensuring accuracy, efficiency and adherence to regulatory standards. Essential Skills/Experience: A Levels (or equivalent) Minimum of 1 year’s administrative experience Strong written and verbal communication skills Proficiency in Microsoft Office, including Outlook, Excel, Word and PowerPoint Excellent organisational skills with exceptional attention to detail High level of integrity, discretion and reliability Proactive and team-oriented approach with a strong work ethic Core Responsibilities: Deliver comprehensive client administration support across the team Create, maintain and manage client records and data with a high level of accuracy Process account openings, change requests and payment reviews in line with documented procedures Ensure all activities comply with relevant regulatory requirements, including Anti-Money Laundering and FSMA standards Utilise internal systems to manage workflow and task tracking Liaise with internal departments to support effective communication and operational efficiency Contribute to the development and improvement of best practice procedures Provide team cover during absences and support ad hoc project work as required Maintain up-to-date knowledge of internal policies and procedures Benefits: A highly competitive salary Wider Benefits package Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy. Job reference: (16393) To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes. By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy. Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. INDCAS ....Read more...

Business Admin Level 3 Apprenticeship - Stylus

The Business Operations Administrator Apprentice will provide effective administrative and operational support to the stylus team and will contribute to the smooth running of day-to-day business operations. Provide day-to-day administrative support to the stylus CEO and executive team including diary management, meeting coordination, and scheduling activities. Input, maintain, and update data from customers across internal systems and databases e.g. Google Drive & Hubspot. Act as an additional point of contact for external suppliers e.g event suppliers Support effective communication across the team and with external stakeholders e.g. contributing to customer newsletter content Assist with administrative aspects of finance processes, e.g. purchase orders and invoices. Support operational projects where required e.g. external events and seminars. Support the planning and coordination of administrative workflows and tasks. Assist with project activity, including documentation, tracking actions, and reporting progress. Identify opportunities to improve administrative processes and office efficiency. Work in line with organisational policies, procedures, and relevant legislation. Support compliance with data protection, GDPR, and information security requirements. Maintain high standards of accuracy, professionalism, and attention to detail. Training:Apprenticeship Details - 16 months expected duration to complete, working towards your Level 3 Business Administration Qualification. (All learning is delivered online/ remote).  Training Provider: LMP Education (rated 1st best UK training provider).Training Outcome:Completion of the level 3 qualification and potentially a full time role. Employer Description:Stylus was founded by former teachers and education technologists with a clear mission: to make reliable, teacher-quality AI marking accessible to every school — no matter its level of technology. Unlike most AI tools, stylus works seamlessly with paper as the primary interface. Teachers simply print resources, students complete their work, and stylus handles the rest — delivering accurate, curriculum-aligned marking and actionable feedback without requiring 1:1 device access. At the heart of Stylus is rigour. Student work is transcribed through a multi-layered AI process that captures handwriting with better-than-human accuracy. Each response is assessed against nearly 100 teacher-authored criteria, rigorously validated to match or exceed human marker consistency. This ensures reliable, objective results at scale — without teacher oversight. Data privacy is built in. All student work is anonymised before processing, and no student content is ever used to train AI models. Teachers receive class-level reports, confidence scores, and suggested interventions, while students get targeted, teacher-quality feedback and clear next steps. Endorsed by the UK Department for Education and already transforming marking in schools nationwide, stylus combines innovative AI, deep classroom expertise, and robust quality assurance to save teachers time, protect student data, and raise educational standards everywhere.Working Hours :Monday - Friday, 9.00am - 6.00pm. 40 hours (1 hour lunch break).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Team working ....Read more...

Business Administration Apprentice

The purpose of the role is to create insurance solutions which provide people with the confidence to achieve their dreams. The majority of the duties will be office based, but as you grow in confidence and ability, we’ll let you out to see clients, visit Lloyds of London and our Underwriters.  Previous apprentices have represented the company at the prestigious Insurance Times awards held at the O2 where we have been a finalist three times.  Duties may include: Learning about Insurance and how it helps people and businesses Helping clients understand their insurance needs Talking to insurers, presenting risks, explaining problems and creating solutions Preparing quotes and writing to clients Placing cover and collecting premiums Helping clients with their ongoing enquiries, including when they need to make a claim Negotiating with underwriters and others Using multiple IT programmes such as Outlook and Word Communicating with clients and colleagues via email, face-to-face and over the phone Completing tasks and managing priorities Learning about the organisation Maintaining records and files Filing and general office admin The employer will be interviewing throughout the advertisement period Training: As part of the apprenticeship, you will complete the Level 3 Business Administrator Apprenticeship Standard You will receive a grade of Pass or Distinction on completion In addition to the apprenticeship standard, you will complete Level 2 Functional Skills in maths and English, if you don't have GCSEs grades C/4 or above or equivalent. The delivery will take place in the workplace and the final exams at one of East Sussex College's campuses The apprenticeship will be delivered fully in the workplace, and you will have assessor meetings every 4-6 weeks and workplace reviews every 10-12 weeks to monitor your progress. There will also be monthly workshops Training Outcome: We want to work with people who want a career in a great profession We have a track record of offering permanent positions to apprentices who impress us, and our people go on to achieve incredible things During your apprenticeship, and in addition to your diploma, we will support you in obtaining the Chartered Insurance Institute qualification - Foundation in Insurance  If we offer you a permanent job, we will provide training and support in your second year, which will enable you to obtain the Certificate in Insurance We also provide support for employees who want to progress further and take the Diploma and Advanced Diploma Employer Description:We are a Commercial Insurance Broker, specialising in Professional Indemnity and Building Project Insurance for small and medium sized enterprises. The business was started in the owner's bedroom19 years ago and is now turning over £5.6 million per year. Amazing things happen because of the work that we do. We provide the financial foundations on which people build their dreams. From grand designs to incredible journeys we empower the peace of mind that enables great things to happen. Our core values are to work hard but we also have fun and look after each other as a team. We are always willing to teach others so that we continue to learn.Working Hours :Monday - Friday, 9.00am - 5.30pm, with a 1 hour unpaid lunch.Skills: A good listener,A great communicator - written,Organised,Interested in detail,Sociable,Loves helping others,Basic computer skills,Numerate,Can calculate percentages,Enjoy a challenge,Care about other people,Want to study and progress ....Read more...

Sales & Provisioning Apprentice

Engineering Job Allocation: Assign jobs effectively based on customer requirements, ensuring accurate scheduling Customer Contact & Coordination: Liaise with customers to confirm service needs, scheduling, and any additional clarifications required post-sale Clarifying Questions: Use post-sale follow-ups to ensure engineers have the right job details and required equipment Order & Quote Management: Generate and process customer orders and quotes promptly CRM & Systems Management: Maintain and update customer records using Freshsales CRM, InControl for ticketing, and XERO for invoicing and accounting Process Improvement: Identify inefficiencies and recommend improvements to enhance workflow and customer experience Support  Cross functional support between technical and operations Adhoc any other duties as required to fulfil role Training: An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying College or training organisation - ISALES ACADEMY LIMITED Your training course - Business Administrator Equal to Level 3 (A level) Course contents: Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required. Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches' others in the processes required to complete these tasks Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches' others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required Your training plan - Level 3 Business Administration Apprenticeship Classroom sessions are bi-weekly.Training Outcome: An apprenticeship allows you to earn a wage, gain valuable work experience and industry specific competence Potential for full-time employment on successful completion of the apprenticeship Transferable skills that are invaluable in the wider world of work Employer Description:This business is approaching it’s tenth year and is a specialist provider of fully managed connectivity and telecommunications services, providing mobile based (4G/5G/WiFi/Starlink) solutions to customers when traditional fixed line services cannot meet their requirements. Their teams deliver tailored engineering to SME customers across the UK in a multitude of business verticals.Working Hours :Monday to Friday, 9:00am - 5:30pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Logical,Team working,Initiative ....Read more...