L3 Business Administration Apprenticeship at Lynas Vokes Holbeach

Summary

We are dedicated to providing high-quality financial advice to our clients while fostering and encouraging a collaborative work environment. You will be surrounded by experienced professionals who are passionate about your success and your career growth.This is an exciting chance to launch your career in the financial services industry.

Annual wage

£14,722.50 a year

Minimum wage rates (opens in new tab)

£7.55 starting rate to be reviewed as the candidate moves through their training and becomes more competent in their role.

Training course

Business administrator (level 3)

Hours

Monday to Friday 9am-5pm

37 hours 30 minutes a week

Possible start date

Monday 10 February

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

Assisting with general administrative tasks such as answering calls, managing emails, and maintaining filing systems
Scheduling appointments and managing client communications
Supporting financial advisers with client paperwork and documentation
Maintaining client records and updating a back office system
Preparing and processing forms and documents
Ensuring the office runs smoothly with day-to-day administrative support
Meet and Greet Clients attending the office for meetings

Where you’ll work

TRINITY HOUSE

WELBOURNE LANE EAST

HOLBEACH

SPALDING

PE12 8AB

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

UNIVERSITY ACADEMY HOLBEACH

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

The training will take place at Lynas Vokes, with the assessor visiting every 4-6 weeks

Requirements

Essential qualifications

GCSE 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
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Initiative
Non judgemental
Patience
Literacy Skills
Full UK Driving licence
Competent in Microsoft Word
Competent in Microsoft Excel
Competent in Microsoft Outlook

About this company

Lynas Vokes has been successfully offering financial advice to clients since 1972. The company was started by Jamie Gordon with the sole aim of providing the most suitable wealth management solutions to clients. As an independent wealth management business, Lynas Vokes can develop and implement comprehensive financial plans for all clients. The team is highly qualified and has years of expertise in their respective fields. Lynas Vokes currently serves over 1600 clients and manages £175 million worth of assets. We’re regulated by the Financial Conduct Authority and are a trusted financial planning firm. We have a 4.8/5 rating on VouchedFor, earned solely through independent reviews. We offer advice relating to investment strategies, pension, tax and estate planning, as well as both life and health insurance. We also have a comprehensive mortgage service, specialising in all client types from first time buyers and home movers to buy-to-let. For businesses, we offer corporate financial planning covering group pensions, corporate insurance, financial planning and employee benefits.

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

After this apprenticeship

Once the initial business and administration qualification is completed the suitable candidate will then be offered the opportunity to partake in Financial Services Qualifications. This will allow them to pursue a long-term career in Financial services whether that be Paraplanning, Advising, Administration or Compliance – we aim to support and nurture talent, there really are no glass ceilings!

Ask a question

The contact for this apprenticeship is:

UNIVERSITY ACADEMY HOLBEACH

Maddy Austen

maddy.austen@uolat.co.uk

01406 423042

The reference code for this apprenticeship is VAC1000296408.

Apply now

Closes in 17 days (Friday 7 February at 11:59pm)

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