Summary
Pentelow Wealth Management is an established, forward-thinking firm that was founded over 30 years ago. We are passionate about delivering a high-quality apprenticeship to support you to realise your full potential. This is an opportunity to learn skills, gain a qualification and earn a salary, all while playing an important role in our company.
Annual wage
£17,000 a year
Training course
Business administrator (level 3)
Hours
Monday - Friday 9am - 5pm
37 hours 30 minutes a week
Possible start date
Monday 17 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
You will gain knowledge in key areas such as:
* Client relationships
* Delivering services in a timely manner
* Problem solving and decision making
* Financial services
You will gain hands on experience as you work alongside experienced members of staff.
Other duties are:
* Answer phone calls, emails ensuring clear and professional communication to clients and providers
* To carry out appropriate research and analysis to determine the most suitable products to meet the client's needs
* Prepare materials for meetings and take minutes if required
* Maintain databases and ensure records are up to date
* Greet clients, making sure they are attended to promptly
* Type letters and prepare documents to go to clients
* Deal with incoming and outgoing mail
* Scan meeting packs onto the system after a meeting
* Perform other duties as required to ensure the office runs efficiently
Where you’ll work
North Tempest Mews
Broughton
Skipton
North Yorkshire
BD23 3AE
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
CRAVEN COLLEGE
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 Administrator Level 3.
You will be expected to attend Craven College 1 day per fortnight to learn the knowledge aspects of your course and 4 days at work (5 on the week you are not at college).
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
* Administrative skills
* Analytical skills
* Team working
* Creative
* Initiative