Job Description

Provide administration support to the Practice Manager as required, e.g. marketing correspondence. Support the day-to-day business operations within the Practice including but not limited to; postal procedures, scanning, photocopying and fielding incoming calls. Project a professional image in both appearance and attitude and provide quality support on time to agreed standards. Attend and contribute to regular update meetings with the Practice Manager. Ensure office stationery/equipment is of sufficient quality, quantity and up to date for all UK offices. Maintain technical competence at an appropriate level to meet the requirements of the role. Maintain a good working relationship with colleagues, clients and third parties. Prepare portfolio valuations as requested. Maintain accurate client information, files/records, ensuring that clients are fully up to date. Progress Letters of Authority’s with product providers and other third parties to ensure that each case completes in a timely manner. Assist the Practice Manager with any ongoing project work. Maintain the authorisation of the Practice’s website, LinkedIn profile and all Adviser related marketing activity. Support the Practice in tracking compliance, licensing, CPD, regulatory and legislative requirements.

Training and Qualification

Level 3 Financial Service Administrator Apprenticeship Standard. Remote delivery. 18 month duration with 15 months of the learning period and 3 months end point assessment. Level 2 Maths and English functional skills if required.

Required Skills & Qualification

Communication skills, IT skills, Attention to detail, Organisation skills, Team working

GCSE or equivalent Maths & English (Grade C/4) Essential

Apprenticeship Standard

Financial services administrator Level 3 (A level)

Employer

PFP WEALTH GROUP LTD

Unit 8 Paragon Business Park Red Hall Court WF1 2UY

Provider

BABINGTON BUSINESS COLLEGE LIMITED