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.

Annual wage

£13,741 a year

Minimum wage rates (opens in new tab)

Performance incentives.

Training course

Business administrator (level 3)

Hours

Monday to Friday 08:30 to 16:30 and every other Saturday (08:30am to 12:00pm). Time off in lieu will be given for Saturdays worked.

35 hours a week

Possible start date

Saturday 1 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

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

Yorkshire Bldg Soc

99 Old Christchurch Road

BH1 1EP

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

BOURNEMOUTH AND POOLE COLLEGE, THE

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

Business Administrator Level 3.

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.

Requirements

Essential qualifications

GCSE or equivalent in:

English (grade 4 or above)
Maths (grade 4 or 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

Administrative skills
Analytical skills
Attention to detail
Communication skills
Creative
Customer care skills
Initiative
IT skills
Logical
Non judgemental
Number skills
Organisation skills
Patience
Presentation skills
Problem solving skills
Team working

Other requirements

As part of the application process, you will be required to apply direct to the Bournemouth & Poole College to book and attend an academic interview. For course information:https://www.thecollege.co.uk/courses/business-administration-apprenticeship-level-3

About this company

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

After this apprenticeship

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

Ask a question

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