Apprentice Office Executive | Loughborough College

Apprentice Office Executive

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Rated Outstanding for apprenticeships
in our June 2017 Ofsted inspection

Ofsted - Outstanding Provider

Apprenticeship summary

Duties & Responsibilities will include:

  • Meeting and greeting clients at reception and accompanying them to our offices for the their meetings with our advisers.
  • Opening the daily post and scanning the documents/paperwork to the correct client location on our back office systems.
  • Learning the basics of the ‘Curo’ back office system - to add client contacts to the database and other related information. This system records all activity for successful client management and is a diary system to ensure that staff conduct the correct tasks within the agreed time parameters.
  • Typing up and saving to file our advisers’ client meeting notes following client and adviser discussions where plans for action are agreed upon – incorporates the use of Dragon software.
  • Use of phone systems - Answering the phone and connecting incoming calls to the correct individual within the office.
  • Forwarding client Letters of Authority to the respective life and pension providers with a request for specific policy information.
  • Running a competent diary system to ‘chase’ investment providers and life and pension providers for the appropriate information if this is not forthcoming within an acceptable period of time. ‘Chasing’ a provider involves contacting them by telephone and taking written notes regarding verbal conveyance of policy information as well as asking for the appropriate information to be confirmed in writing.
  • To correlate and put together client meeting packs for advisers prior to their scheduled client meetings. This involves understanding the specific literature required for a particular client and the related business.
  • Ensuring that the office remains well ordered and tidy at all times to preserve the professionalism of our premises.

Requirements and prospects

Desired skills

  • Accuracy
  • Attention to detail
  • Confident working on computers

Personal qualities

  • Excellent verbal and written communication
  • Ability to demonstrate initiative and be proactive
  • Professional and friendly approach and appearance

About the employer

Chapman Associates Financial Planning LLP

We specialise in all aspects of financial planning for families, individuals and businesses. Whether you are just starting out, considering saving for the first time, in need of investment planning advice as you near retirement or looking to protect your wealth, we can help.
Apprenticeship Framework:Business and Administration
Location:Melton Mowbray
Weekly Wage: £122.50
Working Week: Mon-Fri 9am to 5pm 1 hr lunch = 35 hr week
Apprenticeship duration: 18 months
Possible start date: 08-01-2018
Level: Intermediate Level Apprenticeship

Why Loughborough?

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