Reporting to the advisers and office team, you will provide administrative and operational support to a busy independent financial planning and mortgage advice practice.
Duties will include: ·
Acting as a first point of contact for clients by phone, email and in person, answering queries and passing on messages
Preparing and sending letters, emails and client documents accurately and on time
Setting up and updating client records on our database and back-office systems, handling all information confidentially and in line with GDPR
Tracking the progress of mortgage and financial planning cases and chasing outstanding documents from clients, lenders and providers
Scanning, filing and maintaining accurate paper and electronic records
Supporting basic financial processes, including recording payments and producing simple reports in Excel
Supporting the day-to-day running of the office, including ordering supplies, dealing with incoming and outgoing post and liaising with suppliers
Helping to maintain internal records, spreadsheets, checklists and business trackers, ensuring information is accurate and up to date · Supporting internal business processes such as staff records, training logs, annual leave records and other routine administration
Assisting with compliance and regulatory administration, including maintaining registers, checklists and records under the guidance of the team
Helping to prepare information and reports for internal meetings and following up agreed actions
Supporting the organisation of team activities, training and other business events
Suggesting improvements to office processes and helping with small internal projects
Training
On the job training will be provided by the employer.
Off the job training will be provided by the employer and New College Swindon.
Working towards the level 3 Business Administration standard.
After the apprenticeship
Progression to permanent employment after completion of apprenticeship is considered.
Things to consider
Must be over the age of 18 for insurance purposes.
Entry requirements
GCSEs: English grade 6; Maths grade 6
What you’ll need
GCSE
English: 6
GCSE
Maths: 6
Skills: Communication skills, IT skills, Attention to detail, Organisation skills, Team working, Time management, Reliability, Professionalism, Confidentially, Adaptability, Written and verbal skills, Confident answering calls, Able to prioritise
Taken from the listing. Check the full advert before you apply.