Summary
Burfield Financial Planning based in Northwich are looking to recruit an enthusiastic Office Business Administration Apprentice to join their Independent Financial Adviser team. You will undertake a range of office-based duties such as filing, photocopying and post handling, supporting colleagues with various administrative duties.
Wage
£15,000 a year
Training course
Business administrator (level 3)
Hours
Monday - Friday. 9.00am - 5.00pm, with 1 hour for lunch.
35 hours a week
Possible start date
Monday 10 March
Duration
1 year 6 months
Positions available
1
Work
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at work
Daily duties may include but are not limited to:
* Filing, photocopying, and most ad hoc office duties
* Use Microsoft Word, Excel, Outlook and Client Management System
* Using templates to compile letters and sending them out to clients
* Post handling
* Receiving and directing telephone calls - taking messages
* Ensuring back office system is kept up to date and accurate
* Other related tasks as reasonably requested
Where you’ll work
Suite 4, 1 Royal Court,
Gadbrook Way,
Gadbrook Park,
Northwich
CW9 7UT
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.
College or training organisation
TOTAL PEOPLE LIMITED
Your training course
Business administrator (level 3)
Equal to A level
Course contents
* Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
* Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
* Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
* Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
* Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
* Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
* Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
* Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Your training plan
* Business Admin Level 3 Apprenticeship Standard
Off-the-job training will include the support of a fully qualified Total People Learning Coach. Also training will take place in the form of live, interactive webinars and an online system called OneFile will be used to complete all necessary assignments. There will be a final examination through End-Point-Assessment (EPA).
Requirements
Essential qualifications
GCSE in:
* English (grade 4)
* Mathematics (grade 4)
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
* Administrative skills
* Attention to detail
* Communication skills
* Customer care skills
* Initiative
* IT skills
* Number skills
* Organisation skills
* Problem solving skills
Other requirements
Must be confident of travelling to the apprenticeship location in Northwich. 22-days holiday plus bank holidays, full study support. We have an excellent track record with apprentices, and will do everything we can to support you both personally and professionally.