Business Support Apprentice Swann Financial

Provide administrative support to the Practice to ensure that the Directors’ and Advisers’ relationships between themselves and their clients are optimised, and assist with the daily operation of the office.

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Closing date: 14 Apr 2023

Apprenticeship summary

  • Annual wage

    £13,000.00

    Salary increase after 12 months. Discretionary Annual Bonus. Pension Scheme. Healthcare Scheme. Staff Perks Platform.

  • Working week

    Monday to Friday 9am to 5pm

    Total hours per week: 35

  • Expected duration

    18 Months

  • Possible start date

    24 Apr 2023

  • Date posted

    07 Mar 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000140966

  • Positions

    1 available

What will the apprentice be doing?

Provide administrative support to the Practice to ensure that the Directors’ and Advisers’ relationships between themselves and their clients are optimised, and assist with the daily operation of the office.

  • Support the Practice to ensure the end to end business process is adhered to and tracked efficiently in line with Business and regulatory standards.
  • Prepare and Submit Letters of Authority for new enquiries, and follow up to ensure receipt of information from Providers.
  • Liaise with clients and external providers to obtain any information required to complete tasks.
  • Deal with general enquiries and correspondence from Clients and 3rd parties.
  • Provide general administration support as required to the Partners and Management.

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

You will work towards your:

  • Financial Services Level 3 Apprenticeship.
  • Level 2 Functional Skills in English and Maths (if required).

What is the expected career progression after this apprenticeship?

The role could become permanent upon successful completion of the Apprenticeship.

Requirements and prospects

Desired skills and personal qualities

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

Qualifications

GCSE or equivalent 5 GCSE's including Maths and English or equivalent (Grade C/4 and above) Essential

Things to consider

Pre-employment Identity checks required.

About the employer

Swann Financial Limited has been helping Clients and their families along their personal financial journeys since 2006. We provide top quality advice and an excellent Client experience to help people achieve their financial goals now and in the future.

Employer

Swann Financial

Address

39 SOUTH BAR STREET

BANBURY

OX16 9AE

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Training

Training provider

DAVIES LEARNING SOLUTIONS LIMITED

Contact

John Paton

dls.recruitment@davies-group.com

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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