Client Administrator Apprentice

• 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.