Business Administration Apprentice (Financial Services)

Summary

Join our dynamic and friendly team as a Business Administration Apprentice. This role offers the perfect opportunity to develop and learn within a small business that is part of St. James’s Place, one of the leading financial advisory networks in the UK.

Annual wage: £12,500 a year
Minimum wage rates (opens in new tab)
Training course: Business administrator (level 3)
Hours: Monday to Friday 9am to 5pm with an hour for lunch
35 hours a week
Possible start date: Thursday 2 January
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

Updating Confidential Financial Reviews: Input and update client information accurately
Letter of Authority Processing: Handle the processing and chasing of Letters of Authority
Writing Servicing Letters: Draft and send servicing letters to clients
Communication: Liaise with third-party providers and in-house admin teams via phone, email, and other communication methods
Fund Management: Complete fund switches and send fund switch letters
Client Investment Withdrawals: Process client investment withdrawals
Client Inquiries: Respond to administrative inquiries from clients promptly and professionally
CRM Management: Manage workflow through our internal CRM systems, including Salesforce
Client Interaction: Take phone calls and greet clients warmly
Administrative Tasks: Handle post, send birthday cards, and manage scanning
Assist in the preparation and maintenance of office documentation, such as reports, presentations, and spreadsheets
Manage and update databases, ensuring accuracy and confidentiality
Maintain filing systems, both electronic and physical, ensuring they are organised and up-to-date
Customer Service: Serve as the first point of contact for clients and visitors, providing a professional and friendly reception
Office Management: Monitor and maintain office supplies, placing orders as necessary and ensuring adequate stock levels
Coordinate meeting rooms and arrange appointments, including booking venues and organising refreshments
Support the planning and execution of company events, meetings, and training sessions

Where you’ll work

27a London Street

Fairford

GL7 4AQ

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

CIRENCESTER 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

Training to take place in the office
Day release to college one day per week

More training information

Business administrator L3 Apprenticeship Standard

Requirements

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
Administrative skills
Team working
Independent working
Proficient in Microsoft office
Positive Attitude

About this company

We have been established since 2017. Starting off as a one person team to now having 7 members. We are a relaxed but professional team where we grow and learn together to provide the best service we can.

https://jpaadmin.com (opens in new tab)

After this apprenticeship

Career Development: An opportunity to develop and grow your career in the financial services sector
Supportive Environment: Work in a friendly, approachable team where your contribution is valued
Comprehensive Training: Receive on-the-job training and mentoring from experienced colleagues
Diverse Responsibilities: Engage in a variety of tasks to build a broad skill set

Ask a question

The contact for this apprenticeship is:

JPA PARAPLANNING LIMITED

Gemma Homer

gemma.homer@sjpp.co.uk

01367248731

The reference code for this apprenticeship is VAC1000281941.

Apply now

Closes on Tuesday 31 December

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