Data Administration Apprentice

Tax Assist Pinner

PINNER (HA5 1RL)

Closes today

Posted on 13 March 2025

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Summary

We are seeking an enthusiastic and client-focused individual to join our team as a Data Administrator. In this role you will be the first point of contact for our clients. Delivering a high-quality experience for our clients is key. You will be answering calls for tax queries, to schedule meetings and other requests.

Wage

£14,918.80 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

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Training course
Data technician (level 3)
Hours
Monday - Friday between 9:30am - 5:30pm.

37 hours 30 minutes a week

Start date

Sunday 27 April 2025

Duration

1 year 5 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

As a Client Service Representative, you’ll be an integral part of our engaging and supportive team. Your responsibilities will include:

  • Delivering exceptional customer service and addressing client enquiries with care
  • Handling phone calls and acting as the first point of contact for clients who visit the office, ensuring a warm and professional welcome
  • Managing the mailbox, allocating messages to the right team members, and following up to ensure tasks are completed
  • Scanning and filing documents in the correct client folders
  • Onboarding new clients, including conducting Anti-Money
  • Laundering (AML) checks, sending out proposals, and maintaining client records
  • Taking ownership of your work and contributing to the team’s ability to meet deadlines
  • Supporting regular fee reviews and maintaining client AML checks and proposals
  • Keeping Excel spreadsheets up to date with accurate data entry and extracting information from various reports
  • Assisting the Company Director with Data Analysis by extracting and analysing data from various reports to assess the company's cash flow, track client onboarding, monitor client retention, and evaluate the financial impact of client fees gained or lost. Conduct detailed comparisons of fees against the company's fee matrix to ensure alignment with business objectives.
  • Supporting Business Planning and Forecasting by collaborating with the team in the development of the company’s business plan, contributing to the forecasting process, and providing data-driven insights to inform strategic decisions and future growth projections.

Where you’ll work

108 FIELD END ROAD
PINNER
HA5 1RL

Training

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

College or training organisation

SOLVEWAY LIMITED

Your training course

Data technician (level 3)

Equal to A level

Course contents
  • Source and migrate data from already identified different sources.
  • Collect, format and save datasets.
  • Summarise and explain gathered data.
  • Blend data sets from multiple sources and present in format appropriate to the task.
  • Manipulate and link different data sets as required.
  • Use tools and techniques to identify trends and patterns in data.
  • Apply basic statistical methods and algorithms to identify trends and patterns in data.
  • Apply cross checking techniques for identifying faults and data results for data project requirements.
  • Audit data results.
  • Demonstrate the different ways of communicating meaning from data in line with audience requirements.
  • Produce clear and consistent technical documentation using standard organisational templates.
  • Store, manage and distribute in compliance with data security standards and legislation.
  • Explain data and results to different audiences in a way that aids understanding.
  • Review own development needs.
  • Keep up to date with developments in technologies, trends and innovation using a range of sources.
  • Clean data i.e. remove duplicates, typos, duplicate entries, out of date data, parse data (e.g. format telephone numbers according to a national standard) and test and assess confidence in the data and its integrity.
  • Operate as part of a multi-functional team.
  • Prioritise within the context of a project.
  • Source and migrate data from already identified different sources.
  • Collect, format and save datasets.
  • Summarise and explain gathered data.
  • Blend data sets from multiple sources and present in format appropriate to the task.
  • Manipulate and link different data sets as required.
  • Use tools and techniques to identify trends and patterns in data.
  • Apply basic statistical methods and algorithms to identify trends and patterns in data.
  • Apply cross checking techniques for identifying faults and data results for data project requirements.
  • Audit data results.
  • Demonstrate the different ways of communicating meaning from data in line with audience requirements.
  • Produce clear and consistent technical documentation using standard organisational templates.
  • Store, manage and distribute in compliance with data security standards and legislation.
  • Explain data and results to different audiences in a way that aids understanding.
  • Review own development needs.
  • Keep up to date with developments in technologies, trends and innovation using a range of sources.
  • Clean data i.e. remove duplicates, typos, duplicate entries, out of date data, parse data (e.g. format telephone numbers according to a national standard) and test and assess confidence in the data and its integrity.
  • Operate as part of a multi-functional team.
  • Prioritise within the context of a project.

Your training plan

Expected Apprenticeship Duration: 14 months + 3 months EPA.

Blend of eLearning and classroom training based on:

CompTIA Data+
CompTIA/TestOut Pro Certified Microsoft Excel
Microsoft Power BI
Includes elements of business administration (Project management, stakeholders, communication and presentations)
Training Biweekly classes (length 3 hours) alternating between Data+ and Excel/Power BI (NB: Exams optional)

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

About this company

At TaxAssist Accountants, the mission is to support businesses in achieving growth and financial success. The dedicated team is committed to providing tailored, jargon-free, and professional advice designed to help clients achieve their ambitions.

https://www.taxassist.co.uk/accountants/pinner (opens in new tab)

After this apprenticeship

A permanent role will be available after successful completion of the apprenticeship.

Ask a question

The contact for this apprenticeship is:

SOLVEWAY LIMITED

Catherine Wingrove

catherinewingrove@solveway.co.uk

The reference code for this apprenticeship is VAC1000309514.

Apply now

Closes today

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.