Job Summary
A team support role, to provide admin support to the Employee Services team, to ensure that they have timely and accurate information. Ensuring that records are kept fully up to date, with all related correspondence uploaded and correct indexing to appropriate systems. Working towards a level 3 apprenticeship in business admin and to be an advocate for Becketts.
Qualification
Business Administrator Level 3 apprenticeship
Hours
Monday to Friday, 9.00am - 5.00pm, with an unpaid hour break for lunch. 35 hours a week.
Training
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
Duties
- Inputting information onto Beckett systems
- Generate quotes from various providers online platforms and request offline quotations
- Undertake scanning and ensure information is saved in the right place
- Prepare meeting packs for consultants, with supervision, including governance meetings
- Produce accurate records and documents including emails, letters and files
- Complete post meeting housekeeping – including actions and updating systems where directed
- Liaise with the team regarding reviews that are due each month and keep opportunities up to date
- Complete anti money laundering checks via Smart Search and companies house for corporate clients
- Generate policy information request letters for letters of authority and change of agency and send to providers
- Assist with administering new and existing schemes and respond to scheme queries
- Assist in formatting data from clients and eligibility and upload for scheme processing
- Provide general administrative support to Employee Services team members, working closely with business support colleagues
- Take ownership for learning and self-development, seeking support and direction as necessary
- Maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded
- Take part in workplace activities to promote problem solving
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Analytical skills
- Team working
- Time management
- Trustworthy
Essential qualifications
- GCSE 5 GCSE's including Maths and English (Grade 5) essential
Other requirements
The individual will need to be able to drive, or have good public transport options to enable them to get to the offices in time to start work.
About this company
Becketts was established in 1988 and is recognised as one of the largest regional providers of financial advice to individuals and corporate clients. We have offices across the East of England and currently manage assets in excess of £1bn on behalf of our clients. We are very proud to have been certified as a B Corporation (B Corp). This means our business meets the highest standards of social and environmental performance, transparency and accountability. We hold the accreditation of Chartered Financial Planners, the most prestigious award in our profession, which means our clients enjoy the highest standards in our industry. A recent client survey revealed an average score of 9.6 out of 10. We are ranked as being one of the Top 100 Financial Firms in the UK by FT Advisor, a Financial Times publication, and Citywire’s New Model Adviser. We have also received a number of awards for our employee engagement, client satisfaction and innovation within financial services.
Disability Confident
A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.
You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.
After this apprenticeship
- There is a clear career pathway through the team. This qualification would stand you in good stead for other administration roles within Becketts.
Job Types: Full-time, Apprenticeship
Pay: £21,840.00 per year
Schedule:
Work Location: In person
Application deadline: 18/08/2025
