Administration Assistant

Vacancy Details

This is a Jobs Growth Wales vacancy

Employer Name:

Hill & Co Financial Advisers Ltd, Cardiff

Type of vacancy:

Jobs Growth Wales

Location:

Cardiff Gate Business Park

Closing Date:

03/05/2019

Vacancy ID:

43348

Pay:

National minimum wage

Hours of Work:

37.5 hours per week

Start Date:

27/05/2019

Age Range:

Applicants must be between 16 and 24

Duration of vacancy:

Six month job initially with a view to becoming a permanent position

Careers Wales Admin Ref:

Not specified

Vacancy Description

Occupation:
Administration Assistant
Sector:
Administration, Business and Office Work
IMMEDIATE APPLICATION IS ADVISABLE AS CLOSING DATE MAY CHANGE.

To provide administrative support to the Business to ensure that the Partner's relationships between their clients can be optimised and assist with the daily operation of the office.
- Research the most suitable providers and products to meet clients' needs using research tools as appropriate and as advised by the
Partner/Practice Manager;
- Obtain quotations from product providers and provide illustrations and product information to the Partner as required;
- Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale;
r Ensure that files are complete post-sale with all required client
identification documentation and necessary application forms;
- Process applications accurately and record the required management information;
- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
- Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Partner;
- Prepare portfolio valuations as requested;
- Provide administration support to the Partner/Practice Manager as
required, e.g. marketing correspondence;
- Support the day-to-day business operations within the Practice;
- 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
Partner/Practice Manager;
- Make travel bookings and travel arrangements as required for the
Partner;
- Ensure office stationery/equipment is of sufficient quality, quantity and up to date;
- 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.

Preferred Learning Provider

ISA TRAINING (WBL)

Desirable personal qualities

• Hardworking
• Enthusiastic
• Reliable
• Confident
• Having good verbal and written communication skills
• Eager to learn new skills

Qualification(s) Required

No Minimum Requirements

Welsh Language Requirements

Welsh Spoken Skills: No.
Welsh Written Skills: No.

Interview arrangements

***IMPORTANT INFORMATION***
IMMEDIATE APPLICATION IS ADVISABLE AS CLOSING DATE MAY CHANGE.
YOUR APPLICATION WILL BE PROCESSED AS SOON AS POSSIBLE.
CLOSING DATES & START DATES ARE ONLY A GUIDELINE AND MAY CHANGE
SUITABLE CANDIDATES WILL BE NOTIFIED OF INTERVIEW ARRANGEMENTS AS APPROPRIATE

Eligibility

Please check that you are eligible to apply for Jobs Growth Wales before applying.
Your application will be refused if you are not eligible.

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