An opportunity has arisen for a Financial Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Financial Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
? Making outbound calls to new and existing clients to build relationships and generate interest.
? Managing and maintaining client records and ensuring all information is accurate and up to date.
? Preparing documentation and templated reports for third-party providers.
? Handling general office administration including filing, scanning, reporting, and dealing with post.
? Managing client communication by phone, email, and written correspondence in a professional manner.
? Supporting advisers and team members with the processing of information and client-related documentation.
? Logging and updating call outcomes within the CRM system.
What we are looking for:
? Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
? Experience in an administrative office role.
? Confident telephone manner and ability to make outbound calls.
? Excellent computer skills, including knowledge of Microsoft Word and Excel.
? Strong written and verbal communication skills.
What's on offer:
? Competitive salary
? Company pension
? Life insurance
? On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you c....Read more...
An opportunity has arisen for a Client Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Client Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
? Making outbound calls to new and existing clients to build relationships and generate interest.
? Managing and maintaining client records and ensuring all information is accurate and up to date.
? Preparing documentation and templated reports for third-party providers.
? Handling general office administration including filing, scanning, reporting, and dealing with post.
? Managing client communication by phone, email, and written correspondence in a professional manner.
? Supporting advisers and team members with the processing of information and client-related documentation.
? Logging and updating call outcomes within the CRM system.
What we are looking for:
? Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
? Experience in an administrative office role.
? Confident telephone manner and ability to make outbound calls.
? Excellent computer skills, including knowledge of Microsoft Word and Excel.
? Strong written and verbal communication skills.
What's on offer:
? Competitive salary
? Company pension
? Life insurance
? On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can dev....Read more...
An opportunity has arisen for aBusiness Support Administratorto join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Business Support Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
? Making outbound calls to new and existing clients to build relationships and generate interest.
? Managing and maintaining client records and ensuring all information is accurate and up to date.
? Preparing documentation and templated reports for third-party providers.
? Handling general office administration including filing, scanning, reporting, and dealing with post.
? Managing client communication by phone, email, and written correspondence in a professional manner.
? Supporting advisers and team members with the processing of information and client-related documentation.
? Logging and updating call outcomes within the CRM system.
What we are looking for:
? Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
? Experience in an administrative office role.
? Confident telephone manner and ability to make outbound calls.
? Excellent computer skills, including knowledge of Microsoft Word and Excel.
? Strong written and verbal communication skills.
What's on offer:
? Competitive salary
? Company pension
? Life insurance
? On-site parking
Apply today for this fantastic opportunity to join a supportive organisation....Read more...
An opportunity has arisen for a Financial Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Financial Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
* Making outbound calls to new and existing clients to build relationships and generate interest.
* Managing and maintaining client records and ensuring all information is accurate and up to date.
* Preparing documentation and templated reports for third-party providers.
* Handling general office administration including filing, scanning, reporting, and dealing with post.
* Managing client communication by phone, email, and written correspondence in a professional manner.
* Supporting advisers and team members with the processing of information and client-related documentation.
* Logging and updating call outcomes within the CRM system.
What we are looking for:
* Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
* Experience in an administrative office role.
* Confident telephone manner and ability to make outbound calls.
* Excellent computer skills, including knowledge of Microsoft Word and Excel.
* Strong written and verbal communication skills.
What's on offer:
* Competitive salary
* Company pension
* Life insurance
* On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for a Client Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Client Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
* Making outbound calls to new and existing clients to build relationships and generate interest.
* Managing and maintaining client records and ensuring all information is accurate and up to date.
* Preparing documentation and templated reports for third-party providers.
* Handling general office administration including filing, scanning, reporting, and dealing with post.
* Managing client communication by phone, email, and written correspondence in a professional manner.
* Supporting advisers and team members with the processing of information and client-related documentation.
* Logging and updating call outcomes within the CRM system.
What we are looking for:
* Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
* Experience in an administrative office role.
* Confident telephone manner and ability to make outbound calls.
* Excellent computer skills, including knowledge of Microsoft Word and Excel.
* Strong written and verbal communication skills.
What's on offer:
* Competitive salary
* Company pension
* Life insurance
* On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for aBusiness Support Administratorto join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Business Support Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
* Making outbound calls to new and existing clients to build relationships and generate interest.
* Managing and maintaining client records and ensuring all information is accurate and up to date.
* Preparing documentation and templated reports for third-party providers.
* Handling general office administration including filing, scanning, reporting, and dealing with post.
* Managing client communication by phone, email, and written correspondence in a professional manner.
* Supporting advisers and team members with the processing of information and client-related documentation.
* Logging and updating call outcomes within the CRM system.
What we are looking for:
* Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
* Experience in an administrative office role.
* Confident telephone manner and ability to make outbound calls.
* Excellent computer skills, including knowledge of Microsoft Word and Excel.
* Strong written and verbal communication skills.
What's on offer:
* Competitive salary
* Company pension
* Life insurance
* On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Discover your potential as a Product Administrator with an innovative toy company, where meticulous data management drives product success across global markets. Join a forward-thinking toy manufacturer where data integrity forms the backbone of every successful product launch. This Product Administrator role offers exceptional opportunities to master enterprise systems whilst supporting the complete product lifecycle from concept to market. About Our Client This established toy company combines creativity with technology, utilising sophisticated ERP systems and data management platforms to maintain their competitive edge. The company values precision, innovation, and collaborative excellence, creating an environment where analytical professionals can thrive and develop their expertise. The Role Overview As Product Administrator, you'll become the guardian of critical product data, ensuring seamless information flow across all business functions. This position sits at the heart of operations, connecting Product Development, Sales, Marketing, and international sourcing teams through accurate data management and insightful reporting. Contract Details This is a fixed-term 6-month contract with potential for extension based on business needs and performance. Salary range: £26,000 - £30,000 per annum. What You'll Be Responsible ForMaster complex product databases including TLP and Apprise ERP system, maintaining absolute accuracy across SKUs, specifications, and cost dataCollaborate extensively with Product Development, QA, Sales, Marketing and Operations teams to ensure data consistency and business alignmentValidate and verify product information from multiple sources before system integration, preventing costly errorsOrchestrate complete product lifecycle management from initial setup through modifications to discontinuation processesGenerate and maintain product codes and barcodes using GS1 standards and Smartsheet platformsConduct systematic audits to identify discrepancies and implement corrective measures for data integrityDevelop streamlined processes and standard operating procedures for enhanced data management efficiencySkills We Need You to HaveExceptional attention to detail with genuine passion for data accuracy and consistencyProficient Microsoft Excel skills with ability to manipulate complex datasets effectivelyProven experience managing substantial data volumes with systematic approach to organisationGCSE standard (or equivalent) qualifications in Mathematics and English LanguageStrong communication abilities with confidence to engage across all organisational levelsResilient mindset with commitment to continuous improvement and operational excellenceAdditional Skills That Impress UsPrevious experience in product data management or similar analytical rolesAdvanced Microsoft Excel capabilities including pivot tables, VLOOKUP, and macro developmentExperience designing systems for large-scale data management and process optimisationFurther qualifications in mathematics, analytics, or data management disciplinesDemonstrated ability to present complex data insights to diverse stakeholder groupsTrack record of delivering measurable process improvements within data-driven environmentsKey Projects You'll OwnPreparation of comprehensive customer range plans and detailed Product Information Lists (PILs)Supporting audit and compliance data requests with accurate, timely informationMaintaining regular communication channels with Far East sourcing partnersGenerating stakeholder reports covering product listings, data completeness, and quality metricsContributing to system enhancement projects and process improvement initiativesWorking Environment Office-based position in Amersham with structured working hours and early Friday finish following successful probation completion. The role requires reliable daily attendance to support cross-functional collaboration and system management responsibilities. Why Choose Product Administration in Manufacturing Product administration roles within manufacturing offer unique exposure to complete business operations, from supply chain management to customer delivery. Professionals in this field develop highly transferable skills in data analysis, system management, and cross-functional collaboration. The toy industry particularly values precision and attention to detail, creating excellent foundations for career progression into operations management, business analysis, or supply chain roles. This Product Administrator opportunity is presented by The Opportunity Hub UK - connecting analytical professionals with data-driven careers.....Read more...
Provide exceptional customer service via email, phone, and online platforms, addressing member inquiries with professionalism and efficiency
Assist with reporting, policy documentation, administrative tasks, and maintain accurate records in our CRM system
Manage a structured pipeline of prospects - from initial research and contact through to quote processing and documentation - ensuring accuracy and timeliness
Handle confidential member information with the utmost discretion and in full compliance with data protection regulations
Coordinate bookings for health screenings, assessments, and medical appointments, ensuring seamless scheduling through our system
Provide valuable insights on workflow improvements to support the development of our AI-driven booking and management system
Training:This apprenticeship is delivered as a weekly day release at our campus in Stratford, E15. You will be required to attend college once a week.
Level 3 Business Administrator Standard
Behaviour, Skills and Knowledge
Training Outcome:Full-time employment on customer services or business development department.Employer Description:Health Well Solutions is a boutique insurance brokerage based in London, specialising in high-end private medical insurance. We pride ourselves on personalised service and long-term client relationships.Working Hours :Monday to Friday, from 8:30am to 5:30pm, one hour lunch breakSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Patience....Read more...
Customer order processing – entering orders for pumps, valves, and automation products into the system.
Handling customer enquiries – responding to calls and emails from OEMs, distributors, and resellers.
Maintaining records – updating databases for sales, stock, and service jobs.
Internal communication – working with the Operations Team to track job progress.
Market & customer data – helping gather and organise customer and industry information for reports.
Office administration – filing, scanning, and supporting general office duties.
Training:An apprenticeship includes regular training with Bridgwater and Tauton College. At least 20% of your working hours will be spent training or studying.
Your training course: Business Administrator, equal to Level 3 (A level)Training Outcome:Business Administrator - full-time position responsible for supporting customers, accurately processing orders and coordinating with internal departments to ensure smooth and efficient operations.Employer Description:KSB Limited is a prominent UK subsidiary of the global KSB Group, specializing in the manufacture and service of pumps, valves, and associated systems. The Bridgwater office is integral to the company's UK operations, supporting a diverse range of industries with tailored solutions and services.Working Hours :Internally-based role, spending 5 days per week in the Bridgwater office when college participation isn’t required.
Start – 8:30am.
Finish – 4:30pm Mon –Thurs, 4:00pm Fri.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Non judgemental,Patience,Prompt action....Read more...
You day-to-day will be spent working towards the Knowledge, Skills and Behaviours of the course, which you will gain whilst performing business duties including:
Answer incoming calls
Schedule engineer’s jobs onto our job costing system
Check and post hours within our job costing system in readiness for the payroll each week
Liaise with suppliers and subcontractors, raising purchase orders and documentation as required
Liaise with customers and sending out quotations
Liaise and co-ordinate engineers as required
Raising invoices and sending to customers
Offer support to other departments as and when required
Any adhoc duties as the business support required
Training:
Business Administrator Level 3 Apprenticeship Standard
Training will take place in the workplace, learning whilst working and with scheduled visits from a subject specialist Skills Coach
Training Outcome:
The possibility of a permenant position will be assessed up on completion of the apprenticeship
Employer Description:MEB Total is a Staffordshire-based Electrical, Mechanical & Building services company established in 2004 that is passionate about providing an outstanding level of service to ensure contracts are completed efficiently to the highest specification.Working Hours :Monday - Friday, 8.30am - 5.00pmSkills: Communication skills,IT skills,Customer care skills,Proactive,Microsoft Office....Read more...
Answering calls from engineers, suppliers and customers
Working on our CAFM system updating job information and raising new jobs on the system
Working with our accounts team to ensure data inputting is completed
Learning and understanding the work the company completes for customers to gain knowledge and assist with additional duties such as:
Ordering Parts
Planning
Quotes
Timesheets
Purchase LedgerLiaising with engineering staff to collect information and job reports
Booking works in with customers ensuring relevant paperwork is completed and returned
Understanding and using different systems, CAFM system, emails and Office packages
Training:Business Administrator Level 3 Apprenticeship Standard:
One college day per month
Work uploaded to online portal - Aptem
Assessor to visit workplace once every 6 weeks
Training Outcome:
Additional responsibilities
Senior Admin Role
Employer Description:Based in Bradford, West Yorkshire, Europe Air Conditioning (EAC) design, supply, install and maintain air conditioning, heating and ventilation systems,
Operating across the UK Europe Air Conditioning Bradford has established long term relationships with many clients who range from small private businesses to large multinationals in the retail, commercial, industrial, leisure, catering and healthcare industries. Sites vary from single point heating systems through to complex air conditioning and ventilation schemes.
Europe Air Conditioning Bradford provides routine planned preventative maintenance contracts and 24 hour/365 days a year, national call out service in the event of breakdown.Working Hours :Monday - Friday, 8.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working....Read more...
Main Responsibilities:
Phone Calls: Answer and direct calls to the right person.
Ordering Supplies: Order materials, stationery, and other items when needed.
Stock Checks: Keep an eye on stock levels for office and vending products.
Admin Tasks: Do basic tasks like copying, scanning, and printing.
Couriers & Documents: Arrange couriers and print production documents when asked.
Maintenance: Book maintenance services and engineers when needed, following proper procedures.
System Updates: Add new employees, suppliers, and customers to the business system.
Purchase Orders: Create purchase orders when required.
Customer Requests: Enter customer quote requests into the system for the sales team.
Order Processing: Load customer orders and gather all needed documents for production.
Customer Contact: Keep customers updated about deliveries and answer general questions.
Quality Support: Help with quality reports by printing and scanning documents.
Training:Training for Business Admin Apprenticeship with Milton Keynes College.Training Outcome:Possibility to develop into a more senior position deputising for the senior administrator upon successful completion and integration within the team.Employer Description:AB Turnkey Solutions Ltd (ABTS) is a leading subcontract manufacturing specialist, delivering high-quality, high-volume, cost-effective manufacturing across a wide range of industries. Through a combination of advanced technology and engineering expertise, we produce solutions to support our customers’ requirements. ABTS offers a variety of services, which include: Laser Cutting, Brake Pressing, CNC Machining and Turning, Coded Welding (including Laser Welding), Powder Coating and much more.Working Hours :Monday to Thursday, 08:00 to 17:00. Friday, 08:00 to 14:00.Skills: Patience,Teamwork,Resilience,Punctuality,Confidence,Organised....Read more...
Posting news of events and funding opportunities on CV website
Supporting organisations with a lack of capacity to upload their details and activities to the OG website
Approving new users
Checking new content uploaded by external organisations
Helping to upload new information to both websites and make existing information more accessible
To monitor the OurGateshead inbox
To promote the use of OurGateshead to organisations and residents
Collect and analyse user data for OurGateshead to inform future development and provide reports on current usage
To gain a basic understanding of the operating system underlying both websites
To collect and input data to our CRM system, including membership applications, to ensure the information it contains is accurate and up to date
Using our CRM system, support the Support and Development Coordinator and others to produce accurate data collection, analysis and reporting of:
Connected Voice’s members and other organisations working in the area
Connected Voice’s work with organisations and partners
Trends and issues affecting the VCSE sector
To gain a basic understanding of the systems administration tasks of the CRM system
Work across and contribute to the Support and Development
Team to understand and share best practice to maximise support for the VCSE sector
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
Progression for the right candidate
Employer Description:At Connected Voice we’re passionate about improving the quality of life across our local communities and working towards a fairer future for all.
Our Support and Development team supports charities, community organisations and social enterprises to make a positive difference in their communities. We’ve been helping to establish and run successful charities and projects in Newcastle and Gateshead since 1929 so there’s very little we don’t know about how to turn a good idea into a thriving project.Working Hours :Monday - Thursday, Shifts to be confirmed.Skills: Communication skills,IT skills,Organisation skills,Administrative skills,Analytical skills....Read more...
You will be a natural administrator and be adept at organising and co-ordinating.
You will have excellent interpersonal skills and customer service skills in order to deal with Lincolnshire Action Trust’s (LAT) internal and external customers.
No two days are the same within LAT, so you will have to be resilient and confident in dealing with changing priorities, whilst maintaining accuracy.
We would also like to think that you are passionate about our five core values and can demonstrate this:
Achievement – Empowerment - Inspiration – Quality – Respect.
Moreover, safeguarding, health and safety, confidentiality and equality of opportunity are important to us, and we would like to believe that they are just as important to you. We will expect all candidates to demonstrate knowledge in these areas.
The role will also consist of general administrative tasks, filing, photocopying, email and telephone.Training:The qualification will be achieved in the workplace over the duration of the apprenticeship.Training Outcome:There may be the opportunity to progress to a higher qualification.Employer Description:Lincolnshire Action Trust was established in 2000 and works with agencies within the criminal justice system to reduce re-offending, by working with individuals to address issues and challenges that may have resulted in their involvement with the criminal justice system.
The charity offers a range of training opportunities and employment support to prepare people for their release. Additional key services are also offered to their families and dependants, both during their time in prison and following their release.
The Trust delivers programmes from a number of settings within the justice system, from HMPPS' CFOe in a number of local prisons and across Lincolnshire, to our 'Departure Lounge' offering support to prisoners, and their families, at the point of release from HMP Lincoln.Working Hours :Monday – Thursday, 7.5 hours and Friday 7 hours.
Worked on a rota system between the hours of 08.00 – 17.00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Literacy skills....Read more...
We are looking for two temporary Customer Service Administrators for an immediate start to join a company in Banbury for a very busy peak period. The roles are temporary for up to four weeks with any hourly rate of £13.00 - £14.00 an hour, 37.5 hours a week, Monday to Friday 8.30 am to 4.30 pm. There is the potential for the roles to go permanent with term time only hours.
Key Responsibilities for the Customer Service Administrator Role:
Taking inbound calls from customers
Offering first class customer service over the phone
Creating quoteson the CRM system
Keeping the database updated
General admin support, data entry
Key Skills Required for the Customer Service Administrator Role:
Excellent telephone manner
High levels of customer service
Excellent administration skills
Organised, used to working to deadlines
Confident communicator
Work well under pressure and able to multitask
Adaptable in a changing environment
Strong IT skills
Able to work on own initiative
What's in it for you?
An hourly rate £13.00 to £14.00 an hour 37.5 hour week
Paid weekly, a week in arrears
Up to four weeks assignment with an immediate start
Potential to go permanent with term time only hours
Working as part of a supportive and collaborative team
8.30 am to 4.30 Mon – Fri with 30 mins for lunch
....Read more...
The Business Administrator role will be instrumental in managing and enhancing customer relationships within the financial sector. The role aims to ensure customer satisfaction by delivering exceptional customer service. The Business Administrator will provide support to three financial advisors. This position is crucial for maintaining the company's reputation and fostering loyalty among clients.
Key Responsibilities:
Responsible for the reception area, including greeting clients and providing a positive and welcoming experience
Answering the telephone, taking and passing on messages by email
Managing and monitoring the sales force database which includes matching fees to clients on the CRM system
Preparation of pre-meeting documentation which includes creating client valuations and illustrations as directed by the advisers
Managing client appointments including scheduling and follow up as appropriate
Handling client post and scanning documents to their files
Management of quarterly bulk client mailing
Management and distribution of company emails received through our website
Assist our Customer Relations Manager in the preparation of client’s periodic suitability reports following their annual reviews
Training:The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification.Training Outcome:Career progression possible in time to other more experienced roles within the company for example Customer Relations Co-ordinator.Employer Description:NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages.Working Hours :Monday - Friday (9am-5pm) - 1-hour lunch breakSkills: Communication skills,IT skills,Organisation skills,Team working,Initiative,Attention to detail,Customer care skills....Read more...
To ensure all actions are recorded on the back-office system to give full audit trail of events
To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers
Dealing with post and Letters of Authority
Reviewing file notes and carrying out relevant actions to deliver the agreed service to the client
To maintain client confidentiality, data protection and other legislative and organisational responsibilities
To liaise with relevant teams in relation to compliance, admin, technology etc.
To deal promptly and professionally with queries from all colleagues across all offices
To ensure compliance procedures are strictly adhered to in a timely matter
To ensure our processes and procedures are followed to ensure consistency across the department
Training:Business Administrator Level 3 Apprenticeship Standard:
Within the first 15 months additional training is delivered by Loughborough College, one morning a week for 12 weeks, dates are subject to enrolment date
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
Training Outcome:
Become a Financial Planning Administrator
To progress into becoming a ParaPlanner
Progress to become a Financial Planner
Upon successful completion of the apprenticeship, you will have the skills and qualifications necessary to pursue a career in financial planning
Employer Description:Saltus Wealth Partnership Limited (Trading as Abacus Advisers) is an expanding organisation of which colleagues are expected to contribute and engage fully with all organisational activities and adopt a positive & flexible approach where appropriate.Working Hours :Monday - Friday: hours to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental....Read more...
Maintaining and monitoring the practice appointment system
Processing personal and telephone requests for appointments, visits and telephone consultations and ensuring callers are directed to the appropriate healthcare professional
Taking the post at the end of the shift, taking messages, retrieving medical records
Processing repeat prescriptions in accordance with practice guidelines
Registering patients
Updating computer systems, summarising medical records using the correct read codes
Ordering, re-ordering and monitoring of stationary and other supplies
Dealing with clinical waste, providing refreshments for staff and visitors, keeping the kitchen area tidy as well as the kitchen area
Scanning letters onto the clinical system
Supporting the nursing team in quality outcomes framework
Cleaning and restoking consulting room
Alert other team members to issues of quality and risks, assess own performance and take accountability for your own actions
Training:
Business Administrator Level 3 Apprenticeship Standard
Training will take place on site and be completed by Rochdale Training
Training Outcome:
This position could lead to a full-time role
Employer Description:Dr Hamid’s provides comprehensive NHS primary care services to help you manage your health and wellbeing. Our aim is to provide high quality, caring and personal health care to our patient’s. We are based in Nye Bevan house in the centre of RochdaleWorking Hours :5 days a week, across Monday - Friday, 8.00am - 5.00pm .
Hours may change due to the nature of the business.Skills: Communication skills,Team working,Reliable,Excellent time keeping skills....Read more...
Assist the sales team with quotations and sales orders.
Follow up with customers on quotes, invoices, payments, and deliveries.
Handle customer inquiries via phone, email, ensuring a high level of service.
Assist the Irish Export Department with sales activities, customer support, and related administrative tasks.
Coordinate with internal departments (logistics, finance, operations) to ensure timely delivery and invoicing.
Run reports on the ERP system to compile and analyse data related to sales, credits, and logistics.
Support in handling complaints or issues, ensuring customer satisfaction.
Track shipments and update customers on delivery status.
Raise and input customer credits in the system in a timely and accurate manner.
Liaise with the finance/accounts team to ensure credits are processed correctly and reflected in customer accounts.
Arrange collection or return of goods related to issued credits
Perform general office duties such as data entry, filing, scanning, and managing correspondence.
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
It is hoped but not guaranteed that a full time offer of employment will be made upon successful completion of the apprenticeship
Employer Description:Apex Stainless Fasteners are a UK market leader selling stainless steel fasteners wholesale, with a worldwide reputation for customer service.Working Hours :Monday - Friday, 8.45am - 5.30pm (1hour lunch break)Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
Facilities Planner/Helpdesk - Glasgow - Salary up to £27,000 DOE CBW are looking for an experienced administrator to provide effective helpdesk and administrative support to the facilities management team, ensuring that all maintenance and service requests are logged, tracked, and resolved efficiently, while maintaining a safe and compliant working environment. Key Responsibilities:Act as the first point of contact for all facilities-related queries via phone, email, and helpdesk system.Log, prioritise, and assign reactive and planned maintenance tasks to engineers and contractors.Monitor progress of work orders, ensuring timely updates and completion within agreed SLA's.Maintain accurate records of jobs, compliance documentation, and service reports in the CAFM/helpdesk system.Assist with the scheduling of planned preventative maintenance (PPM) and statutory inspections.Support health and safety compliance, including coordinating permits to work, contractor inductions, and record-keeping.Generate reports and provide data to support performance monitoring and facilities audits.Carry out general administrative duties including processing invoices, updating asset registers, and filing.Person Specification:Previous experience in a facilities, maintenance, or helpdesk role.Strong organisational and multitasking skills with attention to detail.Excellent communication and customer service skills.IT literate with experience using helpdesk or CAFM systems.Ability to work effectively under pressure and prioritise workload.Salary & Benefits:Salary up to £27,000 DOE22 Days annual leave plus bank holidaysMonday to Friday - 8am to 5pmCompany Pension Sheme....Read more...
EPOS & Office AdministratorSalary 28-30k depending on experience + excellent benefits packageFull timeHarrogate office basedUp & Running is an award-winning national retailer in the specialist running sector, with 28 stores and online web sales, whilst remaining an independent family-owned business.Are you a proactive and detail-oriented individual with excellent attention to detail, organisation, and communication skills? Join our team today!This role will be based in our Head Office to manage our EPOS system and support our stores, as well as assist with a range of administrative tasks across the business.Key Responsibilities but not limited to:-
Manage and maintain the EPOS system including product uploads, pricing changes and general stock managementProvide daily, weekly and monthly reports to key personnel on business performanceProvide customer service and support to storesMonitor stock movement and store cash flowLiaising with suppliers on upcoming and current product informationAny additional tasks as requested
Requirements:
Strong customer service skills and attention to detailStrong IT skills including a good working knowledge of Microsoft Office suite, particularly Excel.Experience with EPOS systems or product databases preferred but not essential (training provided)Ability to work independently and manage time effectivelyPrevious office experience essential
In return for your hard work, we offer a generous staff discount, birthday day off, 28 days holiday (pro-rata), Employee Assistance Programme, and more. Join a team of like-minded individuals who are dedicated to helping customers achieve their goals.More information is available on enquiry. Please get in touch to learn more or to apply. INDLS ....Read more...
You will be responsible for the following:
Respond promptly and professionally to customer enwuiries via email, phone and live chat
Support administration team with reports on orders, stock and account management
Assist customers with general enquiries regarding products, services, orders and returns
Email relevant department with complaints
Maintain accurate records of customer interactions in CRM system
Provide feedback to the wider team on common customer queiries and complaints
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
Upon completion of your Apprenticeship you may be offered a full time position within the company
Employer Description:An EXPERT recruitment consultancy which specialises in helping individuals "Maximise their own potential skills" within education, training and the workforce. Maximise Potential skills has extensive 5 star reviews on GOOGLE and is a highly reputable organisation.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Analytical skills,Team working,Creative....Read more...
Operations role:
Using emails to liaise with customers and suppliers for various information needed
Using telephone
Using Microsoft teams for internal procedures and workflow
Word / excel
Using email or online portals to obtain vessel details
Using in house company system to raise new jobs – input data into the system as provided by the customer
Either send details from our system to a supplier to arrange a shipment or use suppliers’ online portal to arrange collection (free typing info into a portal of information relating to that shipment)
Receiving an email back from supplier once shipment booked for us to check document has correct information as we have received from our customer
If it is correct send a booking confirmation to our customer via email using our in-house system
Liaising with customers / suppliers for late collections
Scanning docs into our in-house systems
Quotation’s role:
Using emails to liaise with customers and suppliers for various information needed
Using telephone
Using Microsoft teams for internal procedures and workflow
Word / excel
Using email or online portals to obtain vessel details
Ensuring we have corrected details from the customer in order to request a quote from a supplier for an export or import shipment providing details such as dims / weight / where from / to etc via email
Type of shipment – air or sea
Working out rates from a spread sheet and converting currently into GBP such as EUR and USD
Liaising with line manager for mark up before sending quote out to customer using an in-house template
Ensuring correct terms and conditions are shown on the quotation for the mode of transport
Sending quote to customer via email
Scanning in documents via scanner or drag and drop into in house system (quotations from suppliers and workings out)
Taking bookings from customers and using a shared inbox for passing new booking to operations team (or booking themselves)
Training:
Business Administrator Level 3 Apprenticeship Standard
Functional skills in maths and English where applicable
Training Outcome:
Full time role with KMB
Employer Description:We are a multi award winning freight forwarding company based in Tipton. We offer our customers the best solutions to move their cargo from A to B, we also offer packing solutions, storage and a standalone customs service.Working Hours :Monday - Friday, 8.30am - 5.00pm (1 hour for lunch)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Creative,Initiative,Non judgemental,Patience,Confident Telephone Manor....Read more...
· Sales order processing
· Liaise promptly with Credit Control with respect to accounts and orders blocked
· Proactive approach to ensure customers are kept up to date on order status and to find resolutions to customer issues and resolve in a timely manner
· Maintain Customer Price Lists
· Be the main, front-line point of contact for all customers by phone/email and to take full ownership for orders/queries through to resolution
· Be responsible for the resolution of all queries/credits and goods returns
· Participate in product and system training as required
· Producing sales reports for both internal and external contacts
· Support the Project Managers with aspects of customer serviceTraining:Level 3 Business Administrator apprenticeship standard:
Training delivered remotely by Starting Off
6 hours a week within working hours to focus on the apprenticeship training
Team/Zoom learning
OneFile online learning system
Training Outcome:Potential permanent position available upon successful completion of the apprenticeshipEmployer Description:They are a leading manufacturer of high security locking systems for doors and windows. Building component manufacturers, security professionals, architects, builders, and users all over the world value the robust and innovative technology.Working Hours :Monday - Thursday 8.30am to 5pm with a half an hour break and Fridays 8.30am to 2pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Team working,Initiative,Patience....Read more...
It is primarily a data input role with high attention to detail
Using emails to liaise with customers and suppliers for various information needed
Using telephone
Using Microsoft teams for internal procedures and workflow
Using Microsoft Office to complete varies administrative tasks
Using in house company system - Boxtop which training would be provided on the job
Using internet for shipping line portals to upload documents and free type into boxes the data from customers paperwork they have provided (raising the bill of lading)
Checking work before submitting details into the carrier portal online
Receiving a draft document to cross reference against what customer provided, and we entered to shipping line via their portal
Sending document via email to customer for approval
Receiving back from customer via email
Approving document to supplier once customer approves or making changes with supplier if needed (all done via email)
Checking shipping line portals online to see if a vessel has sailed - if a vessel is delayed advising a customer via email of the delay
Using online systems to submit information where required
Scanning in various documents to our in-house system
Training:
Business Administrator Level 3 Apprenticeship Standard
Functional skills in maths and English where applicable
Training Outcome:Full-time role with KMB.Employer Description:We are a multi award winning freight forwarding company based in Tipton. We offer our customers the best solutions to move their cargo from A to B, we also offer packing solutions, storage and a standalone customs service.Working Hours :Monday - Friday 8.30am - 5pm (1-hour for lunch)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Creative,Initiative,Non judgemental,Patience,Confident Telephone Manor....Read more...
