Summary
Excellent opportunity to work for an established firm of financial advisers. You will work in a busy office, providing an efficient and comprehensive admin service to our advisers. This is a large open-plan office where you will be working side by side with other team members.
Wage
£14,000 a year
Training course
Business administrator (level 3)
Hours
Monday - Friday 9.00am - 5.00pm with a 1 hour lunch break.
35 hours a week
Start date
Tuesday 1 July 2025
Duration
1 year 4 months
Positions available
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you’ll do at work
You will be responsible for a range of administrative tasks including:
* Opening and distributing post
* Scanning
* Answering the phone
* Stationery requests
* You will meet and greet clients / visitors to the office
* Have regular contact with insurance providers and advisers
Where you’ll work
2nd Floor office suite
36-39 Broad Street
Hereford
HR4 9AR
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
HEREFORDSHIRE AND WORCESTERSHIRE GROUP TRAINING ASSOCIATION 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
Formal training is delivered at HWGTA, located in Holmer Road (HR4 9SX).
You will receive a training plan that is specific to your qualification, with sessions that are delivered through a combination of face-to-face and remote.
Additional training for Functional Skills in English and maths will be undertaken if needed.
You will receive monthly visits from your assigned Learning and Development Specialist, who will set you work, monitor your development and well-being, and discuss training sessions. They will also prepare you for your End Point Assessment to gain your Business Administration Level 3 qualification.
There is also a five-day team building residential trip that is held in the spring of each year.
Requirements
Essential qualifications
GCSE or equivalent in:
* English (grade 9-4/A*-C)
* Maths (grade 9-4/A*-C)
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
* Communication skills
* IT skills
* Attention to detail
* Team working
* Knowledge of Microsoft office
* Positive attitude
* Self-motivated
* Ability to work individually
* Enthusiastic
* Ability to prioritise work
* Able to meet set deadlines
Other requirements
This is a large open-plan office where you will be working side by side with other team members.