Anand Associates Wealth Ltd

Client Services Administrator Apprenticeship Business Administration Level 3 - Advanced (Level 3)

Anand Associates Wealth Ltd (Employer)

Harrow and Uxbridge College (Training Provider)

Weekly wage £225.00
45.0 hours per week Monday to Friday - 09:00am - 17:30pm
24 months (duration)
4 October 2021(start date)
Business administrator (apprenticeship standard)
24 September 2021 (application closing date)
Register interest

Job Description

An opportunity to join an award-winning company with plenty of career potential. Join an established team in a supporting role to deliver excellent client service, and learn more about the financial services profession.

Responsibilities

As there will be a great deal of client contact, both in the office and particularly on the phone.

Assistance will be given with prioritising work, but one of the key qualities of the job is to demonstrate initiative.

Duties include:

  • Liaising with product providers to obtain quotations, etc.
  • Assisting Senior Administrators in the preparation of reports, etc.
  • Some technical research of products
  • Database management
  • Data entry
  • Answering telephone
  • Greeting clients on arrival at office
  • Typing
  • Filing, photocopying and faxing
  • Scanning documents for computer storage
  • Co-ordinating post and mail, both in and out
  • Liaising with other external organisations
  • Monitoring the management's diary, making appointments, running a reminder system
  • Other general office duties
  • Directly reporting to Senior Administrators and Management

Future Prospects

This is a good opportunity for someone who shows 'initiative and capability to 'move up the ranks' as the company grows and more advisers and support staff are recruited. The career path could then continue in a variety of directions, depending upon the candidate's desires ¬- e.g., office administration, P.A. to an adviser, advising clients, etc. Assistance will be given towards further qualifications in financial services, where appropriate.

Reality Check

£225 to £275 a week, depending on qualifications and experience.

Skills Required

The suitable person should be literate and comfortable with numbers, although there will not be any complicated calculations, etc.  He/she should be well organised and reliable. The candidate will have good typing skills, with excellent spelling and grammar. The candidate should have good experience with the use of computers, and software including MS Word, Excel, etc.

Qualities Required

The candidate must be smart and presentable, and an excellent telephone manner is essential. Given the high profile that we enjoy, it is vital that the candidate has a lively personality and good inter-personal skills to maintain our good reputation. A keen willingness to learn is essential.

Qualifications Required

A minimum of GCSE passes (at least C/4 grade) in English and maths is required.

Training Provided

  • Level 3 Business Administrator Apprenticeship Standard
  • Functional Skills in maths and English if required
  • Database management
  • Data entry
  • Answering telephone
  • Other general office duties
  • Directly reporting to Senior Administrators and Management
Register interest

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