Apprentice Administrator

Summary

A Manchester based firm of Financial Advisers are looking for an Apprentice Financial Services Administrator. You will be dealing with incoming and outgoing mail, scanning documents, adding to the client file and ensuring the database and client folder is kept up to date. You will make telephone calls as necessary.

Annual wage

£11,648 to £20,820.80 a year

Minimum wage rates (opens in new tab)

Pension scheme membership after 3 months Life Insurance Income Protection Scheme Private Medical Insurance

Training course

Business administrator (level 3)

Hours

Monday to Friday, 9am to 5pm, with one hour for lunch.

35 hours a week

Possible start date

Monday 6 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

Scanning incoming post and attaching to the client file
Preparing outgoing post to be sent
Speaking to insurance companies for updates on outstanding issues
Keeping the client records up to date

Where you’ll work

PARKWAY TWO

PARKWAY BUSINESS CENTRE

PRINCESS ROAD

MANCHESTER

M14 7LU

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

JUICE TALENT DEVELOPMENT 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

Business Administration Level 3
On and off the job training and location to be confirmed

Requirements

Essential 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
Team working

About this company

Moffatt Financial Planning has been providing financial advice since 1967. We’ve helped clients of all types including private individuals, small businesses and medium sized companies.

http://www.moffatts.com (opens in new tab)

After this apprenticeship

Financial Services Administrator
Paraplanner
Financial Planner / Adviser

Ask a question

The contact for this apprenticeship is:

MOFFATT FINANCIAL PLANNING LTD

John Smith

john@moffatts.com

The reference code for this apprenticeship is VAC1000285988.

Apply now

Closes in 15 days (Saturday 30 November at 11:59pm)

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

Cookies on Find an apprenticeship

Contents