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Office Administrator Apprenticeship Anderson Financial Management Ltd

Anderson Financial Management Ltd is based in Clifton Village and due to growth, is seeking a self-motivated, organised and confident individual to join their busy firm on a full-time basis.

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Closing date: 30 Jul 2022

Apprenticeship summary

  • Annual wage


  • Working week

    9am to 5pm Monday to Friday

    Total hours per week: 35.00

  • Expected duration

    18 months

  • Possible start date

    15 Aug 2022

  • Date posted

    08 Mar 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

You will be responsible for preparing client meeting packs and client mailings. You will also update client records on a regular basis following client meetings. You will also be involved in arranging our client events, co-ordinating mailings and helping to host.

You will prioritise tasks and organise personal workload in order to meet deadlines and departmental targets. Over time you will be expected to gain an understanding of the varied aspects of financial planning provision and support the Practice in a more technical capacity.

This is a varied role, which requires the successful candidate to have excellent communication and organisational skills, be able to multi-task and take real ownership.   Excellent knowledge of Microsoft Office is essential. This is a chance to be part of a first-rate team that values your contributions and treats you as an integral part of the firm from day one, in a work environment fuelled by positive, motivated individuals committed to success. There are future career prospects and a strong focus on personal development.

Duties will initially include, but are not limited to:

  • Preparing client meeting packs and any other marketing materials for the Financial Advisers
  • Updating databases and client records
  • Organising mailshots
  • Assist in the organisation and co-ordination of client events, including writing and designing client event invitations
  • Opportunity to support the team on marketing activities including updating LinkedIn and increasing brand awareness
  • Ordering of branded marketing materials (banners, brochures, merchandise), office stationery and supplies
  • Meeting and greeting visitors and clients, organising the set-up of meetings and refreshments as needed
  • General office housekeeping

Training will be provided where necessary.

Requirements and prospects

Desired skills

  • Computer literate, tech-savvy, familiarity with using MS Word, Excel and PowerPoint
  • Good written communication and attention to detail

Personal qualities

  • The ideal candidate will possess a positive ‘can do’ attitude and a willingness to learn and gain new experience
  • An ability to work effectively both individually and as part of a team
  • Ability to pick up new processes and tools quickly
  • A positive, professional and enthusiastic approach to work
  • An interest in digital marketing
  • Creative, well organised and self-motivated
  • Must be able to handle highly confidential situations with professionalism and tact

Desired qualifications

  • You must have maths and English GCSE A* - C (9-4) or equivalent qualification to be considered for this role

Future prospects

  • On completion of your apprenticeship, is could be career progression opportunities in various areas of the business
  • Good training and career progression opportunities

Things to consider

  • You need to ensure you are able to get to your place of work with ease
  • Become part of a growing, successful business
  • Excellent benefits package including pension and bonus schemes. 20 days plus bank holiday (additional holiday at Christmas), Pension (10% employer contribution), opportunities to study for financial qualifications
  • A modern, spacious and well-situated office
  • Good training and career progression opportunities
  • As we are a Senior Partner Practice of St James’s Place, you will have the support, training and resources expected of a FTSE 100 company
  • Applications will only be accepted through the National Apprenticeship Website, 
  • BRISTOL:  If your application is successful, you will be contacted by South Gloucestershire & Stroud College (normally via email) to invite you to attend a pre telephone interview and initial assessment.  Please ensure that you also check your junk/spam inbox for emails. If you are successful at this stage, you will then be invited to attend an interview with the employer.

About the employer

Anderson Financial Management is a wealth management organisation.  We specialise in providing bespoke chartered financial planning to individuals, businesses, families, trusts and charities. We are passionate about building long-term client relationships and providing excellent client service.


Anderson Financial Management Ltd


Saville Court Business Centre 10-11

Saville Place



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Training provider


Applications for this apprenticeship are being processed by SOUTH GLOUCESTERSHIRE AND STROUD COLLEGE


Elaine Baillie 07786380032

Level 3 Business Administrator Standard
Functional Skills in maths and English if required

This Apprenticeship will develop your knowledge, skills and behaviours in the following areas:


  • Business fundamentals
  • Policies
  • Processes 
  • Managing stakeholders
  • External environment factors


  • Interpersonal skills
  • Communication
  • Decision-making
  • Project management
  • Information technology


  • Professionalism
  • Personal qualities
  • Managing performance
  • Adaptability
  • Responsibility

Apprenticeship standard

  • Business Administrator level 3

Apprenticeship standard

Business administrator

Level 3 (A level)

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