- GMFJ Reference
249346
- Wages
£12,000 p/a
- Hours
35.00 per week
- Date Posted
26/04/2024
- Start Date
24/05/2024
- Approx. Duration
14-month course + gateway
- Location
Cheltenham
- Status
Now Taking Applications
- Sector
Business & Administration
- Opportunity Type
Advanced Level 3
- Apprenticeship Standard
Business administrator (ST0070)
- Employer
Digby Associates
Description
Your role is
to provide support to the financial and wealth advisors allocated in their
group.
Additionally,
you will be providing clerical and administrative support to the management
team at Digby Associates.
Main Responsibilities:
- Prepare all client valuations and
supporting documentation for all review meetings.
- Track client review dates and book
appointments for the advisors.
- Correspondence with clients – via
emails, letters and over the phone.
- Attending client meetings and taking
notes.
- Data entry into spreadsheets and
inputting client data into our online databases, for this you must be able
to demonstrate a good attention to detail.
- Keeping client files up to
date/organised and where possible, storing information online.
- Help the advisors prepare and gather
information on client policies and investments.
- Assisting advisors with cases.
- Scan all relevant client information
and incoming post from providers.
- Take the post at the end of the day.
- Tracking the advisor renumeration.
- Answer the phone in the first
instance (within three rings) so calls can be managed for the advisors.
- Answer the door to
clients/providers, making sure they sign in and offering coffee and tea.
- Always assist in keeping the office
clean and tidy.
- Assist the management team with a
variety of tasks, including arranging client social events, HR and HSE
updates, ordering office stationery and any other general duties.
For more information about this vacancy please contact Next Level on 07717376008 (Ref ID: 249346)
Company website : https://www.digby-associates.co.uk/
- Good communication Skills.
Minimum of 5 GCSE passes including Mathematics and English at least grade 4 or above (or equivalent grade C or
above).
Any A-level, Diploma equivalent or Degree in relevant subjects
would be advantageous.
Working with Next Level to complete your apprenticeship over 14 - 16 months, studying towards a Business Administrator apprenticeship. During this time you will understand business in more depth, develop vital IT skills and grow your career.
- Business Administrator apprenticeship Standard (14 months)
- Functional skills development in English and Maths (if required)
- Workshops hosted fortnightly and training days at our academy and online
- Tutor-led workplace assessments and ongoing support
- One to one support from your tutor in the workplace
- Further enrichment activities to enhance your skill set
Adept at Microsoft Excel/Microsoft Word
and generally computer literate
Exceptional attention to detail
Excellent communication skills
Organised andcan work to a deadline
Canwork independently as well as being a team player
Problem-solving approach
Professional appearance and attitude
Positive and helpful mindset
Natural job progression into Wealth Management.
Additional Benefits – Company Pension Scheme, Company Death in Service, Company share purchase scheme, and paid holiday commencing at 22 days, incrementally increasing up to a maximum of 25 days following a successful probationary period. The holiday allowance is in addition to the usual annual U.K. bank holidays.
- Training provided on company procedures and customer service protocols.
- Opportunities for career advancement within the company.
- A supportive team environment fostering collaboration and growth.
- Regular feedback and performance evaluations to support professional development.