Business Administration Level 3 Apprentice

Business Administration Level 3

15 months

Overview

Prism Financial Advice Ltd are looking to recruit an apprentice to join their team! This is a fantastic opportunity with a very supportive employer. If youre looking to step foot into the finance industry and develop your skills to progress into a full-time role, apply NOW!

Prism Financial Advice Ltd

Gateshead, NE11 9SZ

£184.80

Per Week

35 Hours

Per Week

Role and Responsibilities

Income

• On a daily basis make live the electronic statements which upload overnight to the income model

• Match individual cash receipts to previously uploaded provider statements

• Match client-paid fees to the plan/client within the Client Management Database

• Assist in monitoring the Commissions@ email address

• Retrieve, input data, and upload any manual statements (notified by email, obtain from the provider website or a paper statement is received)

• Review Unallocated fees on individual provider statements and investigate, facilitating any changes to enable fees to be matched

• Contact providers for missing statements or payments

• For audit purposes ensure all provider statements are scanned and filed accordingly

• Daily Commission Tasks following new business applications, check initial fees have been paid and that the ongoing fee has been set up and paid correctly

• Ad-hoc Commission Task check ongoing fees are paying correctly following fee changes due to withdrawals or client reviews

• If required, assist with analysis work in preparation for Income Month End Reconciliations (checking adviser splits have been applied correctly; ensuring recurring income payments have started following new business)

Projects

• On an ad-hoc basis assist with the reallocation of clients to new advisers, keeping a record of all changes and coordinating the process with Operations & Client Services Unit and Prism directors

• Retrieve and analyse information regarding recurring income as required

Invoices

• When requested, produce any invoices with regards to Prism Fees (ad-hoc requests and some regulars), setting up a task to monitor for payment

Platform Alerts

• Check email notifications from providers informing us when there have been portfolio changes; prompt us to check if insufficient funds are available in cash to pay fees

Ad-hoc

• Sort and Distribute posts, answer telephones, scanning, and assist other departments.

Required Skills

Organisation Timekeeping IT Skills Punctual & reliable

Required Skills

Learning and Skills apprenticeship programmes are delivered through a mixture of face-to-face and virtual methods by our fully qualified and industry experienced apprentice training team. Using their expert knowledge gained from time spent in the industry, we’ve tailored our programmes to use the most up-to-date tools and technologies so that the skills we create can be used directly in the workplace. As one of our learners, you’ll benefit from coaching, help and guidance from our dedicated team whose job it is to ensure your success. Successful completion of this apprenticeship gives you an accredited Apprenticeship qualification.

Required Qualifications

Maths and English, GCSE Grade 4-9 or equivalent

Training

Learning and Skills apprenticeship programmes are delivered through a mixture of face-to-face and virtual methods by our fully qualified and industry experienced apprentice training team. Using their expert knowledge gained from time spent in the industry, weve tailored our programmes to use the most up-to-date tools and technologies so that the skills we create can be used directly in the workplace. As one of our learners, youll benefit from coaching, help and guidance from our dedicated team whose job it is to ensure your success. Successful completion of this apprenticeship gives you an accredited Business Administration Level 3 Apprenticeship qualification

Prospects

Full-time job upon completion for the right candidate.

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Business Administration Level 3

Prism Financial Advice Ltd

8270300525

Get in touch

If you can’t see what you are looking for, or would like to speak to one of our staff about your course, please fill in the form below and we’ll be in touch soon. Or if you need to speak to someone urgently, call us on 0191 433 8646

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