Apprentice Business Administrator

Summary

A fantastic opportunity to work within a dynamic, award-winning financial services company, Severn Mortgage and Protect. We are currently looking for an apprentice to join our admin team. The role covers a broad range of business admin and would suit someone looking to pursue a career in financial services.

Annual wage

£9,984 a year

Minimum wage rates (opens in new tab)

Pay is negotiable

Training course

Business administrator (level 3)

Hours

To be confirmed with successful applicant.

30 hours a week

Possible start date

Monday 28 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

The successful candidate will work alongside our Customer Service and Case Management teams providing vital admin support ensuring the company maximises growth opportunities while maintaining a high standard of service to our existing clients, introducers and business partners. This is a varied role that requires an adaptive approach to working in a fast-paced sales environment but some of the main duties are as follows:

Work with our Customer Service and Case Management teams providing various admin support
Proactively contacting existing clients to arrange reviews and promote additional services, this will involve making calls
Be the first point of contact for prospective clients, whether they come from introducers, general recommendations, or digital platforms
Interact with new and existing clients via phone calls, email and WhatsApp messages
Work with MAB systems ensuring all client folders are up to date
Build and maintain relationships with new and existing clients
Reporting including appointment feedback and case progression
Support our team of advisers including diary management and general ad hoc tasks contacting clients and introducers
Identify potential opportunities for other areas of the business
Quickly and calmly identify potential issues
Ad hoc projects
Provide admin support to the Senior Management team when required
General office admin
To always adhere to GDPR and financial crime regulation

Where you’ll work

MERCURY HOUSE

SITKA DRIVE

SHREWSBURY BUSINESS PARK

SHREWSBURY

SY2 6LG

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

SBC 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

Level 3 Business Administrator Apprenticeship qualification
Training will be provided through a hybrid mixture of off-site delivery at our training provider on a "day release" basis and on-site support and assessment
Apprentices will need to attend SBC Training in Shrewsbury for part of their development

Requirements

Essential qualifications

GCSE or equivalent in:

English (grade 4/C)
Mathematics (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

IT skills
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Number skills
Team working

Other requirements

Competitive salary plus commission based on company performance. Members of our team also have access to our employee benefits platform offering exclusive discounts and special offers.

About this company

Severn Mortgage and Protect is an appointed representative of Mortgage Advice Bureau and was founded in 2021 by Rob Brookes. Having been an adviser since 2005 Rob decided to set up his own business which has gone from strength to strength growing from a team of three people to 18 in just three years.

https://www.mortgageadvicebureau.com/mortgage-advisers/severn-mortgage-and-protect/ (opens in new tab)

After this apprenticeship

There are several career progressions options within the business for those looking to further their career and have already supported several members of our existing team into new roles within the business.

Ask a question

The contact for this apprenticeship is:

SBC TRAINING LIMITED

Colin Preece

colin.preece@sbc-training.co.uk

01743454810

The reference code for this apprenticeship is VAC1000279637.

Apply now

Closes in 2 days (Monday 14 October at 11:59pm)

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