Apprentice Member Services Administrator (35749) SHEPHERDS FRIENDLY SOCIETY LIMITED

Providing support in delivering the back office financial tasks required to ensure an efficient service is delivered for the society’s members. This is an essential part of the customer service process, an end point for payments, refunds, withdrawals etc.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 22 Dec 2023

Apprenticeship summary

  • Annual wage

    £18,000.00

  • Working week

    Monday to Thursday 9am-5pm and Friday 8am-4pm.

    Total hours per week: 35.0

  • Expected duration

    18 Months

  • Possible start date

    08 Jan 2024

  • Date posted

    26 Sep 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000201082

  • Positions

    1 available

What you will do in your working day

A normal day would include:

• Facilitate the processing of payment details, and setting up recurring or processing one-off payments 
• Process transfers 
• Use existing templates to calculate surrender value, maturity value, withdrawal value or exit value 
• Accurately record receipts and payments to members accurately on the plan management system to ensure robust audit trails are available for compliance purpose 
• Set up payment file for maturities, surrenders and withdrawals. To arrange collection of supporting documentation so the finance team can process payments to members in accordance with existing financial processes and procedures 
• Process changes to collection dates, frequencies and amounts on the database, and ensure accurate communication is sent to the members in accordance with BACS rules 
• Work across various departments including retention, finance, compliance and projects
• Play a key supporting role in driving and mapping out improvements in process across the wider business 

The training you will be getting

How you will be supported -

  • Full training and support will be provided by The Growth Company to help you achieve your apprenticeship and reach your full potential in your role
  • Full apprenticeship training provided, working towards an Advanced Level Apprenticeship gaining a Level 3 business administration qualification

What to expect at the end of your apprenticeship

  • Possible progression within the company and progression onto the next level apprenticeship, depending on availability and performance

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Number skills, Team working, Knowledge of Microsoft Office

Qualifications

GCSE or equivalent English (Grade A*-C/9-4) Essential
GCSE or equivalent Maths (Grade A*-C/9-4) Essential

About the employer

Shepherds Friendly Society is a UK friendly society and one of the oldest mutual insurers in the world. It is an incorporated society in the United Kingdom within the meaning of the Friendly Societies Act 1992. It has over 130,000 members.

Employer

SHEPHERDS FRIENDLY SOCIETY LIMITED

Address

HAWBANK HOUSE

2 HIGH STREET

CHEADLE

SK8 1AL

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Training

Training provider

THE GROWTH COMPANY LIMITED

Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience

Apprenticeship standard

Business administrator

Level 3 (A level)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Employer's Application Instructions

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 22 Dec 2023