Finance Administration Apprentice

Summary

To provide administrative support to the Practice (Affinity Wealth) and the Practice Principal. To ensure the efficient processing of business, effective management of day-to-day tasks and that our clients receive the expected high level of service when contacting the practice.

Wage

£13,741 a year

Minimum wage rates (opens in new tab)

Salary will incrementally increase following probation and subsequent growth within the business, there will be options for further training in financial services.

Training course

Business administrator (level 3)

Hours

Monday - Friday, 9.00am - 5.00pm

35 hours a week

Possible start date

Monday 7 April

Duration

1 year 3 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you’ll do at work

Answer incoming calls, responding to client queries or where appropriate
Manage the reception desk and initial client contact
To manage the principal's diary booking in all relevant commitments
To help manage the principal's ‘to do’ system
To manage the general practice post, answering client mail or distributing as appropriate
To contact clients prior to adviser meetings to confirm appointments and obtain up to date information in line with practice processes and adviser requirements
To prepare documentation for initial meetings with prospective clients using a Check List to practice standards
To ensure all records of clients’ personal details, plans and contact history
To obtain quotations and illustrations and supporting documentation in preparation for client meetings
To obtain valuations and information clients existing policies and investments
Prepare provider responses for entry onto ACP system
Manage responses from the ACP system in liaison with the Practice Principal/relevant adviser
Prepare Illustrations for critical illness, disability and life insurance needs
Prepare proposals for the solution that the planner has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable
To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance
Produce Client Suitability Reports for personalising and sign off by the Practice Principal/Adviser
Manage the internal processing system (ConcertHub) to ensure the delivery of ongoing service requirements, maintaining accurate ConcertHub and CRM records
To manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc.
Provide ad hoc research and administrative support to the principal/adviser as and when required
Assist in the management of client relationships

Where you’ll work

15 HIGH STREET
HARBORNE
BIRMINGHAM
B17 9NT

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

MERCURI INTERNATIONAL (UK) 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

A Level 3 Business Administrator Apprenticeship course will be delivered simultaneously to this by our external provider, Mercuri
The programme is supported by a learning and development coach from Mercuri, with regular interactions and support throughout your programme

Requirements

Essential qualifications

GCSE in:

Maths and English (grade C / 4 and above)

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
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience

Other requirements

Ideally we are looking for a candidate with some prior experience within a work environment and an interest in financial services, we do not expect the applicant to initially be comfortable with all elements of this job description, nor will they be solely responsible for all the tasks within the role, but by the end of the Apprenticeship Journey we would like to think the candidate would be comfortable and competent in their role, you will have received training, mentoring and coaching, there is a real opportunity to move into financial services following the apprenticeship. Ideally the candidate should be 18 years or older due to the financial restrictions within the business and GDPR, the company is FCA regulated.

About this company

Affinity Business Services is a well established, privately owned business delivering professional and expert financial advice for Pension Planning, Investment Planning & Protection. Our service is built around comprehensive financial planning and sound investment principles. By exploring our clients goals and objectives we tailor financial strategies specific to clients needs.

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

After this apprenticeship

Full-time role following successful completion of the apprenticeship
Progression within the business

Ask a question

The contact for this apprenticeship is:

MERCURI INTERNATIONAL (UK) LIMITED

Vanessa Healey Gwilliam

vanessa-healey-gwilliam@mercuri.co.uk

07825247850

The reference code for this apprenticeship is VAC1000308465.

Apply now

Closes in 14 days (Friday 28 March at 11:59pm)

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