Business Support Apprentice

Summary

Candidates will be responsible for the processing of new business, proactive ongoing client service support, servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers.

Annual wage: £13,000 a year
Minimum wage rates (opens in new tab)
Training course: Business administrator (level 3)
Hours: Monday - Friday 7.5 hours per day (Exact times to be discussed upon interview)
37 hours a week
Possible start date: Monday 4 November
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

Duties:

Responsible for supporting the administration team
Receiving & acting on instructions from Business Support Staff following client meetings
Maintaining actuate records using our internal back office system
Creating & producing letters & invoices
Carrying out all tasks in a manner consistent
Liaising with clients & product providers
Preparation of existing client valuations / files ready for reviews
Process of new business
Ensuring all client files are compliant

Where you’ll work

1 BOOTH PARK

CHELSFORD ROAD

KNUTSFORD

WA16 8GS

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

MACCLESFIELD 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 Qualification
Functional Skills Level 2 in maths and English if required
Delivery method for training is to be confirmed

Requirements

Desirable qualifications

GCSE or equivalent in:

English (grade 4/C+)
Maths (grade 4/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
Organisation skills
Presentation skills
Administrative skills
Analytical skills
Team working
Initiative
Prioritise own work load
Ability to multi task
Be able to prioritise
Proficient in using MS Excel
Proficient in Outlook and Word
Self-driven
Results-oriented
Positive outlook
A natural forward planner
Reliable
Tolerant
Determined
Keen for new experience

Other requirements

Benefits will include: Competitive salary, Study support, Death in Service Benefit, Flexible working, Company pension scheme and Free Parking.

About this company

Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth Individuals and the employee benefit market. Apogee now manages over £220m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.

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

After this apprenticeship

After completion of your apprenticeship you will potentially have the opportunity to progress onto full time positions within the business

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