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Apprentice Business Administrator CRYSTAL CLEAR FINANCIAL PLANNING LIMITED

We are looking for our next Business Admin Apprentice who can provide fantastic administrative support to designated advisers ensuring every application is processed in an efficient and effective manner.

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Closing date: 31 Aug 2022

Apprenticeship summary

  • Annual wage

    £8,840.00

  • Working week

    Monday - Friday, 9am – 5pm with a 4pm finish on a Friday. 1 hour lunch every day.

    Total hours per week: 34

  • Expected duration

    18 Months

  • Possible start date

    01 Sep 2022

  • Date posted

    29 Jul 2022

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000071488

  • Positions

    1 available

What will the apprentice be doing?

General Office Duties to include:

  • To plan, structure and undertake the company administration tasks
  • To ensure that company administration and accounting tasks are carried out in accordance with company procedures and the data protection act
  • To ensure accurate data input into computer system
  • To provide accurate, timely management information on team and individual performance as required
  • To support advisers by maintaining and progressing client files, including contacting intermediaries and customers to ensure the efficient issuing and completion of business
  • Forward leads to sales staff
  • Support sales rep inquiries
  • Diarise sales appointments
  • Assist with organising occasional sales events
  • Track performance data for sales team
  • Monitor sales reports
  • Maintain customer data base
  • Answer phones and transfer to the appropriate staff member, including taking and distributing messages
  • Meet and greet public and clients and direct them to the correct staff member
  • Receive, sort and distribute incoming mail
  • Monitor incoming emails and answer or forward as required
  • Prepare outgoing mail for distribution
  • Faxing, scanning and copying of documents
  • Maintain office filing and storage systems
  • Update and maintain databases such as mailing lists, contact lists and client information
  • Type documents, reports and correspondence
  • Monitor and maintain office supplies
  • Perform work related errands as requested such as going to the post office and bank

What training will the apprentice take and what qualification will the apprentice get at the end?

In addition to gaining practical experience in the role, you will also attain an NVQ Level 3 in Business Admin which will help start your career and give you an insight into the businesses processes and procedures. Our training is all complete remotely via teams with a development coach who will be available for support 24/7. You receive 20% off the job training during this Apprenticeship which is included in your weekly working hours.

What is the expected career progression after this apprenticeship?

Full time role, progression within the business – mortgage advisor for example


Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Analytical skills, Team working, Initiative, Computer Literate, Resillient, Flexible

Qualifications

GCSE or equivalent Maths & English (Grade Grade C/4 or above) Essential
Other ICT (Grade Pass) Desired

Things to consider

Company Benefits: Company sick pay Company pension Onsite parking

About the employer

Crystal Clear was established in 2011 with one goal in mind – to help you get the right mortgage for you. A company built around values, principles and trust, everything we do in business is centred on you – the customer – and your needs. We’re committed to building face to face lasting relationships in a friendly manner where you’re at the heart of everything we do. One of the reasons so many of our customers come back to us year on year for their mortgage and protection advice. Put simply, we’re a one-stop-shop for your mortgage and insurance needs.

Employer

CRYSTAL CLEAR FINANCIAL PLANNING LIMITED

Address

4 St Georges House

Vernon Gate

Derby

DE1 1UQ

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Training

Training provider

DERBY BUSINESS COLLEGE LIMITED

Contact

Catherine Allman

cat@dbc-training.co.uk

07508821784

Apprenticeship standard

Business administrator

Level 3 (A level)


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