Wealth Management

6 months ago

Cheltenham, United Kingdom Next Level Training Full time

_**Job Description for Administrator and Advisor Support**_

**Role Profile Type**: Administrative Apprentice

Next Level will provide training during your time throughout the apprenticeship. We are the Business Development Group of Reflections Training Academy. We offer government-funded apprenticeships in Business Administration, Customer Service, Team Leadership, Management, and Marketing.

This role is suitable to a level 3 business administration apprenticeship standard. During your apprenticeship you will gain new knowledge and skills through workshops, 1-2-1s and self-led study.

This is an excellent opportunity to earn while you learn and gain a varied and transferable qualification which will aid you in your career.

**Description**:
Additionally, you will be providing clerical and administrative support to the management team.

**Main Responsibilities**:

- Prepare all client valuations and supporting documentation for all review meetings.
- Track client review dates and book appointments for the advisors.
- 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.

**Additional Responsibilities**:
You may be required to perform other duties which are not necessarily specified on the role profile, but which are commensurate with the responsibilities of the role holder.

**Qualifications required**:

- Minimum of 5 GCSE passes including Mathematics and English, at least grade 4 or above (or equivalent grade C or above).

**Experience and Attributes**:

- Financial Services experience ideally, but office admin experience preferred
- Adept at Microsoft Excel/Microsoft Word and generally computer literate
- Exceptional attention to detail
- Excellent communication skills
- Organised and can work to a deadline
- Can work independently as well as being a team player
- Problem-solving approach
- Professional appearance and attitude
- Positive and helpful mindset

**Working Hours**:
Office Hours are 9am-5pm for all staff with an hour lunch included. Lunch is to be taken between the hours of 11.30am and 2.30pm, maintaining sufficient staff levels for the purpose of daily business.

Different hours can be agreed for specific reasons on an individual basis. This is providing there is appropriate staff cover for the office.

**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.

**Additional Information**:
**Reasonable adjustments**:
Following consideration, reasonable adjustments will be implemented to enable disabled staff covered by the provisions of the Equality Act to undertake the core duties and responsibilities of a post in line with the Equality and Human Rights Commission (EHRC) guidance and code of practice on employment.

**Job Types**: Full-time, Apprenticeship

**Salary**: £13,000.00-£16,000.00 per year

**Benefits**:

- Company pension
- Financial planning services
- Health & wellbeing programme
- Store discount

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (required)

Work Location: In person

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