Business Admin Apprentice

HERON FINANCIAL LIMITED

Gateshead, NE11 9DJ

Closes in 16 days (Monday 9 December at 11:59pm)

Posted on 18 November 2024


Summary

The main purpose of this role is to assist the administrative team with new businesses or current mortgage applications.

Annual wage
£17,000 a year

Minimum wage rates (opens in new tab)

Training course
Business administrator (level 3)
Hours
Monday - Friday 9.00am - 5.00pm

37 hours a week

Possible start date

Monday 16 December

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 the Business Development Team with Intermediary relationships and answering queries (phone, email, website) relating to new business enquires or current mortgage applications
  • Working with our Mortgage Administration Team to ensure existing lending cases are efficiently processed to ensure they have all the relevant information for underwriters to make their decisions
  • General administration duties to support our Underwriters including assisting with mortgage offer conditions, ensuring they are fulfilled for completion
  • Manage the incoming and outgoing post
  • Responsible for Stationery stock control
  • Assist with updating company documents
  • Organise internal meetings - diary management
  • Support with Social Media management
  • Supporting and assisting other teams when resource is required

Where you’ll work

7&8, YBN

Delta Bank Rd

Gateshead

NE11 9DJ

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

ZENITH PEOPLE 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

  • You will be studying a Level 3 Business Administrator apprenticeship standard over an 18-month period
  • This is a fully work-based programme - you will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider

Requirements

Essential qualifications

GCSE or equivalent 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

  • Administrative skills
  • Analytical skills
  • Attention to detail
  • Communication skills
  • Customer care skills
  • Initiative
  • IT skills
  • Organisation skills
  • Problem solving skills
  • Team working

Other requirements

28 days holiday (inclusive of Bank Holidays) - Access to Employee Assistance Programme and in-person counselling - Birthday day off

About this company

Beginning our journey back in September of 2011, Heron Financial was established by Matt Coulson and Warren Harrocks, both extremely passionate about the industry. Through building long-lasting business relationships our solid client base has grown through referrals. With technology at the forefront of Heron Financial, the company is proud to be one of the leading Mortgage and Protection firms in the UK.

After this apprenticeship

  • Further progression within the organisation upon completion of apprenticeship for the right candidate

Ask a question

The contact for this apprenticeship is:

ZENITH PEOPLE LIMITED

The reference code for this apprenticeship is VAC1000287932.

Apply now

Closes in 16 days (Monday 9 December at 11:59pm)

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