Client Administrator Apprentice

Lewes, East Sussex
£175.00 per week
09 Nov 2018
22 Nov 2018
Contract Type
Full Time
  • Arranging refreshments for meetings
  • Preparing meeting rooms for meetings
  • Accurate input of data into main database and other software
  • Photocopying, scanning and electronic filing of documents
  • Binding client reports
  • Adding leads to iO Creating initial files for new clients and sending initial meeting packs
  • Letters of authorities – gathering plan information and updating iO.
  • Supporting Senior Client Administrator with any further information required
  • Supporting operations department as required
  • Setting up Amber login details via the help desk with Amber
  • Product Provider contact
  • Running client ID checks
  • Turning off commission on non-advisory clients
  • Banking (paying in cheques)
  • Comply with compliance and T&C procedures
  • Any other tasks necessary to ensure smooth running of all client related processes
  • Any other tasks reasonably requested by your employer

Tasks to be developed over the next 12 months:

  • Prepare review meeting files, including updating plan information, values, plan summary and costs & charges schedule
  • Provider contact including, cancelling withdrawals, obtaining valuations, general enquiries, update of new business progress
  • Bed & ISA paperwork and submission
  • Process new business and submit online
  • Assist Senior Administrator with new business application form preparation
  • Client contact relating to items in processes
  • Review meeting organisation including booking reviews and sending meeting confirmation correspondence
  • Manage review meeting questionnaires
  • Process risk questionnaires
  • Update letters on document designer, oversight by Ops Manager   

Desired skills 

Confident & effective communicator Must be computer literate  

Personal qualities  

  • Good use of Word, Excel and Email
  • Must be super organised
  • Be friendly and helpful
  • Flexible and able to prioritise a changing ‘to do’ list
  • Have an eye for detail and be accurate
  • Able to work in a team (i.e. readily offer assistance to others) 
  • Reliable, punctual and conscientious  

Desired qualifications  

  • Clear use of written English with accurate spelling and grammar.
  • GSCE English A-C (or equivalent)
  • GSCE Maths A-C (or equivalent)

Future prospects

We hope the apprenticeship will lead to a permanent role within the company. There will be the opportunity for career advancement and the opportunity to take professional qualifications.

Things to consider Our office is a short walk from Lewes Train Station and are served by a number of bus routes.

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