Financial Analyst Apprentice

Summary

As an Apprentice Financial Analyst, you will gain hands-on experience in building and analysing financial models for clients in the hospitality industry and Williams, Stanley and Co.

Annual wage: £22,000 a year
Minimum wage rates (opens in new tab)
Training course: Business administrator (level 3)
Hours: Monday - Friday 9am - 5.30pm.
40 hours a week
Possible start date: Monday 4 November
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

You will work closely with our experienced team of financial analysts and consultants to support our clients' financial decision-making processes. Mentored by highly skilled individuals who will develop a strong foundation for financial analysis and modelling. By staying up to date with industry trends, financial regulations and best practices

Tasks:

- Data Analysis
Financial Modeling
Report Preparation
Client Management

Where you’ll work

Sutherland House

3 Lloyd's Avenue

London

EC3N 3DS

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

SMART TRAINING AND RECRUITMENT 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

Training and support will be provided by our specialist Apprenticeship training provider, Smart Training & Recruitment.

IMPORTANT: in order to meet the eligibility criteria for an Apprenticeship in England, you must be able to demonstrate at least three years UK residency, or hold a valid visa that meets the exceptions to this rule.

More training information

Please note, as part of the Initial Assessment process, all qualifications will be verified by the Learning Records Service (LRS) via the Education & Skills Funding Agency.

Requirements

Desirable qualifications

Degree in:

Finance/Accounting Graduate (grade B)

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
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Initiative

About this company

Williams, Stanley & Co is a leading accountancy firm catering to a diverse range of clients in the hospitality industry, from high street chains to family-run cafes. Our company began with a mission to provide accurate and actionable financial insights to businesses, drawing from our founders' own experiences in managing multiple rapidly growing ventures.

Company benefits

Travel Cost. Team events. Discount on food.

After this apprenticeship

Finance Assistant - Financial Controller, Business Development Assistant - Business Development Manager,
Operations Coordinator - Operations Manager

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