Apprenticeship Role - Financial Services Administration
- Recruiter
- Confidential
- Location
- Guildford
- Salary
- Competitive
- Posted
- 10 Aug 2022
- Closes
- 07 Sep 2022
- Sectors
- Apprenticeships
- Contract Type
- Permanent
- Hours
- Full Time
Apprenticeship Role - Financial Services Administration
Office Administrator based in Central Guildford
Full-time, Permanent
Monday to Friday 9am to 5pm
GBP22,000 plus Benefits
Based in Guildford Surrey
This is an Administrator role which offers an exciting opportunity in a progressive and expanding company. The applicant will provide essential day-to-day administrative support to the team and provide our clients with an excellent level of service over the telephone and via email. Alongside the role, you will have the opportunity to achieve a level 3 apprenticeship as a financial services administrator.
Job Responsibilities
Answering door and telephone, taking messages, and arranging appointments with clients
Opening and scanning the post and overseeing the post leaving the office daily
Filing and shredding as necessary
Inputting new clients onto the systems
Liaising with insurance companies
Assisting the team with processing reports
Case administration tasks liaising with advisers and clients
General administration dutiesAs part of the apprenticeship, you will be trained in carrying out client transactions on various platforms, producing client portfolio reports, processing new business, and various other administration duties.
Fundamental to this role is the character and temperament of the individual. They will be expected to be highly organised, efficient and have a strong sense of responsibility.
Requirements
Confident telephone manner
Educated to A Level standard
Good with numbers
Experience with MS Office
Outstanding attention to detail
Good correspondence skills
Caring, friendly and always willing to listen
Taking responsibility and having the ability and confidence to make good decisions
Problem solver and determined
Ability to work independently and within a team environment
Act on own initiative, self-motivated and tenacious
Exceptionally well organised and able to put their own strategies and processes in place to maintain a well organised working environment
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy
Office Administrator based in Central Guildford
Full-time, Permanent
Monday to Friday 9am to 5pm
GBP22,000 plus Benefits
Based in Guildford Surrey
This is an Administrator role which offers an exciting opportunity in a progressive and expanding company. The applicant will provide essential day-to-day administrative support to the team and provide our clients with an excellent level of service over the telephone and via email. Alongside the role, you will have the opportunity to achieve a level 3 apprenticeship as a financial services administrator.
Job Responsibilities
Answering door and telephone, taking messages, and arranging appointments with clients
Opening and scanning the post and overseeing the post leaving the office daily
Filing and shredding as necessary
Inputting new clients onto the systems
Liaising with insurance companies
Assisting the team with processing reports
Case administration tasks liaising with advisers and clients
General administration dutiesAs part of the apprenticeship, you will be trained in carrying out client transactions on various platforms, producing client portfolio reports, processing new business, and various other administration duties.
Fundamental to this role is the character and temperament of the individual. They will be expected to be highly organised, efficient and have a strong sense of responsibility.
Requirements
Confident telephone manner
Educated to A Level standard
Good with numbers
Experience with MS Office
Outstanding attention to detail
Good correspondence skills
Caring, friendly and always willing to listen
Taking responsibility and having the ability and confidence to make good decisions
Problem solver and determined
Ability to work independently and within a team environment
Act on own initiative, self-motivated and tenacious
Exceptionally well organised and able to put their own strategies and processes in place to maintain a well organised working environment
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy