Client Services Apprenticeship

Summary

A local business based near East Ayton; Scarborough is seeking an apprentice to join their successful team. As a Client Services Apprentice, you will be responsible for the day-to-day running of client files. This is a fantastic opportunity for someone to develop a career in administration.

Annual wage

£12,480 a year

Minimum wage rates (opens in new tab)

The salary will be reviewed after a 3-month probationary period (not guaranteed).

Training course

Business administrator (level 3)

Hours

Monday to Thursday 08.40 - 17.00 Friday 08.40 - 16.00

37 hours a week

Possible start date

Monday 30 September

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

Answering the telephone including taking messages
Dealing with clients/visitors on arrival at the office
Making teas and coffees for all staff, client’s and visitors during the day
Empty bins and maintaining cleanliness of the office
Photocopying and scanning as required
Sorting and franking post and ensuring it is taken to the post office
Data input, valuations, reviews, fees and administration of the company database as required
Completing Top Up’s, Fund Switches and Unit Trust to ISA movements to the firm’s standard
Keeping client’s electronic files maintained to the firm’s standard, fFollowing the procedures as set out in the firms various Manuals and Annual Plans
Complying with the rules as set out by the FCA
General administration work as required by the Director, Financial Adviser’s and Practice Manager including assistance in preparing clients files and general upkeep of them

Where you’ll work

UNIT 11

BETTON BUSINESS PARK

RACECOURSE ROAD

EAST AYTON

YO13 9HD

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

Level 3 Business Administrator apprenticeship standard:

This is an Advanced Apprenticeship in Business Administration and will include a combination of on and off the job training in the workplace. You will have monthly mentoring and guidance at work from a Craven College Learning & Development Advisor and monthly online seminars.

After approximately 18-months you will be entered to undertake an End Point Assessment, to complete your apprenticeship.

Requirements

Desirable qualifications

GCSE in:

English (grade 4 or above)
Maths (grade 4 or above)

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
Team working
Initiative

Other requirements

The opportunity is not on a bus route, so please consider how you would get to and from work.

About this company

Moneyweb are based in East Ayton, North Yorkshire and have been established for over two decades. Please take a look at their website for further information.

https://www.moneyweb-ifa.com/ (opens in new tab)

After this apprenticeship

On completion of the program, the apprentice will have the opportunity to obtain permanent employment and further training to enhance their skills and increase their responsibilities.

Ask a question

The contact for this apprenticeship is:

CRAVEN COLLEGE

Apprenticeship Team

apprenticeshipsscarborough@craven-college.ac.uk

01723588072

The reference code for this apprenticeship is VAC1000274350.

Apply now

Closes in 7 days (Friday 27 September at 11:59pm)

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