Business and Administration Apprentice

Summary

To provide first class administrative support to the Practice and to work closely with Paraplanners and Advisers, to ensure that client files are managed effectively, and Advisers are kept up to date with progress at each stage. To ensure that the relationship between 4Life Wealth Management, the adviser and the client remains strong.

Annual wage: £12,480 a year
Minimum wage rates (opens in new tab)
Training course: Business administrator (level 3)
Hours: Monday - Friday 9.00am - 5.00pm with 1 hour (unpaid) for lunch.
35 hours a week
Possible start date: Sunday 1 December
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

Preparing and maintaining client files
Maintaining administration systems
Liaising with Advisers to arrange client meetings / reviews
Preparing business documents
Preparing information / comparisons for analysis by Advisers
Acting as point of contact and dealing effectively with queries from clients and other parties
Be part of a team helping to develop 4Life Wealth Management
Assist with client events

Where you’ll work

7 VICTORIA AVENUE

HARROGATE

HG1 1EQ

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

LUMINATE EDUCATION GROUP

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:

Apprenticeship training will follow a work-based learning model, in which you will be based in the workplace full-time
Monthly visits and progress reviews with your work-based assessor will be used to guide and support you through your apprenticeship off the job learning and preparation for end point assessment

Requirements

Desirable qualifications

GCSE or equivalent in:

English (grade 4)
Maths (grade 4)

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
Problem solving skills
Administrative skills
Number skills
Team working
Initiative

Other requirements

Role is office based

About this company

4Life Wealth Management is a Partner Practice of St. James’s Place based in Harrogate. 4Life Wealth Management was founded to offer a wider audience first class financial advice to meet their needs not only now but for generations to come. We have an elite team of financial advisers, from young trainees to highly qualified, experienced advisers, backed up by a well-trained, efficient administrative office, we ensure that our clients receive consistent, high-quality advice helping them to achieve their financial goals. For the present; for the future; 4Life Wealth Management.

http://www.4lifewealth.co.uk (opens in new tab)

After this apprenticeship

Progression to Paraplanner or Wealth Management Consultant available.

Ask a question

The contact for this apprenticeship is: