About
Employer description
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.
Main description
A team support role, as part of our private client team at Becketts. This role will provide administrative support to the private client team, to ensure that they have timely and accurate information. This role ensures that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems
- Inputting data onto our IT systems.
- Undertake scanning and ensure information is in the right place.
- Collate and prepare information for client meetings.
- Data and policy analysis.
- Undertake post-client review work in accordance with a checklist.
- Liaise with the team regarding reviews that are due each month.
- Complete anti-money laundering checks.
- Generate Policy information request letters.
- Provide general administrative support across the business as necessary, e.g. post; reception duties.
- Take ownership of your own learning and development.
Training to be provided
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
W S TRAINING LTD.
Your training course
Business administrator (level 3)
Your training plan
Full on-the-job training will be provided, plus a Business Administration apprenticeship level 3 qualification.
The training will take place in the Bury St Edmunds office, with some training and networking, as part of the apprenticeship, off site.
A buddy will be allocated to help you settle in.
A 6-month training plan will be provided.
Entry Requirements
Essential qualifications
5 GCSE's including Maths and English (grade 5)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills required
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Analytical skills
- Team working
- Time management
- Trustworthy
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
Future prospects
There is a clear career pathway through the private client support team, with the next role being Financial Planner support. However, this qualification would stand you in good stead for other administration roles within Becketts.
Closing Date
The closing date for this job offer is on 31/07/2025
Salary
£21,840 a year
Location
This job is located in Bury St Edmunds, Suffolk
More Information and How to Apply
About West Suffolk College
West Suffolk College is an ambitious vocational and academic College, with a stunning main campus set in the heart of Bury St Edmunds. We are committed to providing outstanding education to all our students.
