Administration Support Apprentice

Summary

An exciting opportunity to immerse yourself in the world of mortgages and finance. Day to day you will support the Financial Advisors with the management of clients cases, resolving queries, ensuring all documents are in place for compliance by liaising with Lenders, Estate Agents, Doctors and Solicitors to ensure timely completion of applications.

Annual wage

£13,312 a year

Minimum wage rates (opens in new tab)

Pay will be reviewed periodically throughout the apprentice in line with progress and achievements

Training course

Business administrator (level 3)

Hours

Monday - Friday, 9.00am - 5.00pm with half an hour paid lunch

40 hours a week

Possible start date

Tuesday 1 October

Duration

1 Year 3 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

Assist Advisors in all aspects of the process of client case administration
Requesting Customer Satisfaction Survey completion by the clients on completion of their application
Chase unpaid commission
Complete post application checks
Obtain Compliance Documentation from clients to support there applications
Submit Full Mortgage and Protection Applications
Obtain E-Conveyancer/Solicitor Quotes
Liaise with advisor and compliance department to complete any queries on Compliance File Reviews

Where you’ll work

CHATSWORTH HOUSE

PRIME BUSINESS CENTRE

RAYNESWAY

DERBY

DE21 7SR

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

CHESTERFIELD 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 Apprenticeship Standard:

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

Requirements

Essential qualifications

GCSE in:

English and 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
Number skills
Team working
Initiative

Other requirements

The duties listed above are a brief overview of the wide variety of administrative tasks you will acquire during this apprenticeship A high regard for confidentiality and GDPR is a mandatory requirement in this role Free on site parking is available

About this company

Founded in 2014, Finance Advice Centre provide expert advice on Mortgages, Loans, Life Insurance, Critical Illness Cover, Income Protection & All Business Insurances. Honest & Practical Advice with 100% Customer Satisfaction Guaranteed. Advisors across the UK.

https://financeadvicecentre.co.uk/ (opens in new tab)

After this apprenticeship

Upon successful completion of your apprentice there maybe the possibility to secure a full time permanent employment contract for the right person

Ask a question

The contact for this apprenticeship is:

CHESTERFIELD COLLEGE

Alyce Hunt

hunta@chesterfield.ac.uk

01246 500500

The reference code for this apprenticeship is VAC1000273688.

Apply now

Closes in 6 days (Sunday 22 September at 11:59pm)

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