Financial Business Administrator Apprentice

Summary

Are you looking for the opportunity to catapult your career in the financial services sector? Then look no further! You will be a valued member of a small but busy office. You will support our day-to-day operations within the administration team and will benefit from blended learning in-house training and monthly lectures.

Annual wage

£18,252 a year

Minimum wage rates (opens in new tab)

You will be paid monthly, on the last working day of the month.

Training course

Business administrator (level 3)

Hours

Monday to Thursday 9am to 5pm. Friday 9am to 4pm. You will have an hours break.

39 hours a week

Possible start date

Monday 16 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

Answering the phone and directing messages to the appropriate team member
Greeting clients in the office
Keeping client records up to date
Preparing documents for client meetings
General office administration
Training is all done day to day on the job

Where you’ll work

35 CARLTON ROAD

WORKSOP

S80 1PD

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

RNN 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

There will be training given on our back-office computer system called intelligent office, this is where all our client data records are kept.

Requirements

Essential qualifications

GCSE in:

Math's and English (grade 4 - 9 (A* - 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
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Number skills
Logical
Team working
Initiative
Non judgemental
Positive attitude
Willing to learn
Reliable and punctual

Other requirements

Please consider how you would travel to this employer.

About this company

Alexander Calder Financial Ltd currently have six financial advisers, five admin staff that support the advisers and one head of operations that supports the day-today running of the business.

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

After this apprenticeship

To become a full-time financial services administrator.

Ask a question

The contact for this apprenticeship is:

RNN GROUP

Lorraine Savage

lorraine.savage@rnngroup.ac.uk

07713319356

The reference code for this apprenticeship is VAC1000286368.

Apply now

Closes in 6 days (Thursday 21 November at 11:59pm)

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