Summary
An exciting opportunity has arisen to work as an Apprentice Financial Administrator for an Independent Financial Advisor based in Houghton le Spring – Morrell Financial Management and Morrell Will Services Estate Planning. As a small family run company you will be supporting in a number of different areas to help the smooth running of the office.
Annual wage
£14,722 a year
Training course
Business administrator (level 3)
Hours
37.5 per week - Monday to Friday 9am to 5pm with 30 minutes lunch
37 hours 30 minutes a week
Possible start date
Monday 10 February
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
Data Entry and Record Keeping: Assist in maintaining accurate and up-to-date records of clients, review meetings and incoming data.
Communication Support: Collaborate with team members to facilitate effective communication within the company and with its customers. This may include drafting emails, dealing with post, answering phone calls, and managing appointment schedules.
Contribute to the smooth running of the office by performing various administrative tasks such as filing, photocopying, shredding and scanning.
Work closely with independent financial advisers, paraplanners and estate planner to provide administrative support for ongoing customer service. This may involve setting up files, liaising with providers and external agencies, and managing documentation.
Provide excellent customer service by handling enquiries both face to face and on the phone, directing calls, preparing for meetings and maintaining positive relationships with clients.
Any other ad hoc duties to support the team as required such as supporting with marketing, completing research tasks, etc.
Due to the nature of this business flexibility with working arrangements would be an advantage to help manage peaks and troughs in workload so there may occasionally be some later nights and weekend work.
Where you’ll work
4
Grangewood Court
Houghton Le Spring
DH4 4RS
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
ACCESS TRAINING 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 Administration Level 3 apprenticeship with Access Training and internal training on policies and procedures.
Requirements
Essential qualifications
GCSE in:
* English (grade 4)
* Maths (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
* Communication skills
* IT skills
* Attention to detail
* Organisation skills
* Customer care skills
* Team working
* Creative
* Initiative
Other requirements
Please ensure that you can travel to the employer and that you are able to attend monthly day release sessions with Access Training on Team Valley. There is an office dog – if you are nervous around pets please let us know. As part of your training and development you may go to visit customers in their homes with one of the financial advisors.