Business Administration Apprentice

Summary

Capital Financial Markets creates and manages bespoke investment portfolios. This is a fantastic opportunity to join the team as a Business Administrator. This is a varied and interesting role with the potential for further development for the right person.

Annual wage: £12,313.60 to £22,010.56 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 13 January
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

Role Responsibilities ( with support and training )

Ensure the smooth-running of the office
Answer phones and manage e-mail inboxes
Onboard new clients
Proactively managing relationships to maintain overall client health
Help oversee and manage individual accounts including withdrawals and administration
Ensure clients are kept informed with regards to their investments and portfolios as directed
Assist clients as required with queries
Supporting the Managing director and wider CFM team
Scanning post and progressing cases
Set up meeting rooms and assist with minute taking and reporting (where necessary)
Management of diaries and booking of appointments
Troubleshooting client and sysems issues
Follow FCA guidelines as laid out in the Conduct of Business (COB) rules framework.
Adhere to the company’s compliance procedures as laid out in our compliance handbook
Adhere to the firm’s financial and HR policies and procedures, as well as any budgets that may be in place
Assist with marketing, Twitter, LinkedIn, Instagram, website editing
Suggest changes or improvements to increase accuracy, efficiency, and cost reductions
Learn about the investment management industry
Taking responsibility for your specific tasks
Supporting the Administration Team function

Where you’ll work

8 Spicer Street

AL3 4PQ

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

OAKLANDS COLLEGE

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 Apprenticeship Standard:

1 day per month attendance at College (optional) during term time, with regular visits from your apprenticeship Skills Coach in the workplace

Requirements

Essential qualifications

GCSE or equivalent in:

Maths (grade 4)
English (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,
IT Skills
Customer Service
Analytical
Mathmatical
Proactive
Accountability

Other requirements

Does the job description sound of interest to you? and are you able to travel to the location of employment on a daily basis for the duration of the apprenticeship

About this company

Capital Financial Markets provides objective advice and bespoke investment management solutions to ensure that your wealth is put in the best position to grow. We have solutions to manage all your family’s wealth through the different generations and life stages.

After this apprenticeship

To be confirmed by employer

Ask a question

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