Apprentice Administrator

2 weeks ago


Cheltenham, Gloucestershire, United Kingdom Legal & Medical Investments Ltd Full time

Job description


We are looking for an efficient and conscientious individual to join our team, providing support to the independent financial advisers and other admin members within the company to ensure that our clients are given a high level of continuing service.

Full training will be provided and you will be working towards a recognised apprenticeship qualification: Business Administration Level 3

This is a varied role; your duties will include, but not be limited to:

  • Answering and directing incoming calls
  • Opening, sorting and distributing daily post
  • Taking the post to the Post Office 23 times a week
  • Maintaining the client database
  • Replenishing office supplies
  • General administration printing, filing, scanning, shredding, and keeping the office in order
  • Issuing letters of authority to product providers
  • Corresponding with providers across the market to obtain up to date plan information
  • Producing and updating client reports
  • Chasing clients for any outstanding documentation
  • Have a good eye for detail
  • Be competent with I.T systems e.g. Word, Excel and Outlook
  • Have good organisational skills
  • Be capable of prioritising their workload
  • Have an aptitude for high accuracy
  • Be well presented with a confident telephone manner
Previous experience within the financial services industry is preferred, but not essential.

Job Types:
Full-time, Permanent

Salary:
From £5.28 per hour

Benefits:

  • Company events
  • Life insurance

Schedule:

  • 8 hour shift
  • Monday to Friday
  • No weekends

Work Location:
In person

Expected start date: 08/01/2024

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