Business Administration Apprenticeship Level 3

SAFEGUARD FINANCIAL SERVICES LTD

GATESHEAD (NE11 0HF)

Closes in 17 days (Thursday 20 March)

Posted on 28 February 2025


Summary

Safeguard Financial Services LTD is a Busy Mortgage Firm who are looking for Apprentices to join the team, if you are a hardworking person who would thrive in this setting please apply now!

Training course
Business administrator (level 3)
Hours
2 week pattern – 39 hours; Week 1: Monday to Friday 9am to 6pm (1 day off), Saturday and Sunday 10am to 6pm. Week 2: Monday to Friday 9am to 6pm (1 day off). Weekend off.

39 hours a week

Possible start date

Sunday 20 April

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

  • Completing file document checks on all cases where an application has been submitted.
  • Checking Mortgage and Protection Advisers files to ascertain the correct information and recommendations have been provided to the clients.
  • Transferring client information onto our networks CRM system.
  • Liaising with our Network to resolve any queries regarding our client’s files.
  • Requesting missing information or documentation from the advisors or clients.
  • Scanning, saving and uploading documents to the CRM system.
  • Completing suitability letters to clients.
  • Emailing Advisors and Management feedback on cases.
  • Completing daily task sheets to track workload.

Where you’ll work

3 EARLS COURT
FIFTH AVENUE
TEAM VALLEY TRADING ESTATE
GATESHEAD
NE11 0HF

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

GATESHEAD COUNCIL

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

This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

Requirements

Essential qualifications

GCSE 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
  • Attention to detail
  • Presentation skills
  • Analytical skills

About this company

We specialise in New Build Mortgages, Remortgages, Buy to Let Mortgages, Mortgage Protection and General Insurance. We offer a comprehensive range of first charge regulated mortgage contracts from across the market. We advise on a wide range of financial products. Our goal is to find the most suitable product for you.

https://www.safeguardfinancialservices.co.uk/ (opens in new tab)

After this apprenticeship

Progression for the right candidate.

Ask a question

The contact for this apprenticeship is:

GATESHEAD COUNCIL

The reference code for this apprenticeship is VAC1000306760.

Apply now

Closes in 17 days (Thursday 20 March)

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.

After signing in, you’ll apply for this apprenticeship on the company's website.