Building Society Administrative and Customer Service Consultant Apprentice

Summary

An administrative and client servicing role within a reputable Building Society and Financial and Mortgage advising firm. Focused on providing the best outcome for our clients by identify the right product for them, whilst spotting opportunities to grow our business.

Wage: £13,741 a year
Minimum wage rates (opens in new tab)
Training course: Business administrator (level 3)
Hours: Monday to Friday, 08:30 to 16:30, and every other Saturday (08:30 to 12:00). Time off in lieu will be given for Saturdays worked. 35 hours a week.
35 hours a week
Possible start date: Thursday 1 May
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

Client requests processing
Behind the scenes admin
Product reviews and amendments
Fulfilling servicing requests from clients
Building conversations with clients in order to spot opportunities to support them with Financial or Mortgage adviser referrals and growing our business

Ideal candidate with have their own ability to get to and from the business location, via public transport or otherwise.

Where you’ll work

13 Above Bar Street

Southampton

SO14 7DX

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

SOUTH HAMPSHIRE COLLEGE 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

An apprenticeship includes regular training with a college or other training organisation. At least 6 of your weekly working hours will be spent training or studying, with 1 day per month college leasons or virtual masterclasses.

Requirements

Essential qualifications

GCSE in:

English & 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
Creative
Initiative
Non judgemental
Patience

Other requirements

Time management, performance coaching, full systems training, full product knowledge training, training from financial & mortgage advisers on business opportunities, potential to train and develop into an adviser role.

About this company

We are a local Financial and Mortgage Advising company, that also have a network of Yorkshire Building Society Agencies.

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

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

Progression to full-time employment or progression to a higher level apprenticeship/further training, or adviser role.

Ask a question

The contact for this apprenticeship is:

ST BARTS FINANCE (YBS) LTD

Jay Hunter

jay.hunter@stbartsfinance.co.uk

The reference code for this apprenticeship is VAC1000303916.

Apply now

Closes in 20 days (Saturday 15 March at 11:59pm)

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