IFA Business Administration Apprentice MMG FINANCIAL MANAGEMENT LTD

A well-established, family-run, IFA business that has been providing financial planning advice to individuals, families and businesses in Northamptonshire and beyond for over 30 years, as part of your role you will be preparing valuation reports, scanning and photocopying, a varied and exciting role.

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Closing date: 08 Mar 2024

Apprenticeship summary

  • Annual wage

    £15,000.00

  • Working week

    Monday to Friday 09:00 - 17:30

    Total hours per week: 40

  • Expected duration

    18 Months

  • Possible start date

    22 Mar 2024

  • Date posted

    09 Jan 2024

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000221255

  • Positions

    1 available

What you will do in your working day

Our client is a well-established, family-run, IFA business that has been providing financial planning advice to individuals, families and businesses in Northamptonshire and beyond for over 30 years. Due to recent growth, they are looking to hire an IFA administrator to work in our paraplanning team.

The role of an Administrator is to provide support to the Financial Advisers and Paraplanner in order to provide clients with a professional and seamless ongoing Financial Planning experience.

Key responsibilities include:

  • Preparing valuation reports
  • Diary management
  • Dealing with day-to-day client and provider enquiries
  • Managing client database
  • Talking to clients face to face and over the phone/email
  • Scanning/photocopying
  • Other administrative duties

Skills and experience required:

  • Be able to get to the location daily
  • Strong attention to detail
  • Good communication skills
  • Good organisational skills
  • Good MS Office skills
  • School hours considered

This role will be supported by Starting Offs Level 3 Business Administration apprenticeship qualification and off-the-job training.

The training you will be getting

  • Business Administration level 3
  • Remote training delivery
  • OneFile
  • VLE
  • 6 hours of dedicated training time every week

What to expect at the end of your apprenticeship

Possible full-time permanent position upon 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, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative

Qualifications

GCSE or equivalent English (Grade 4/C) Essential
GCSE or equivalent Maths (Grade 4/C) Essential

About the employer

Our client are a well-established, family-run, IFA business that has been providing financial planning advice to individuals, families and businesses in Northamptonshire and beyond for over 30 years. Due to recent growth, they are looking to hire an IFA administrator to work in our paraplanning team. The role of an Administrator is to provide support to the Financial Advisers and Paraplanner in order to provide clients with a professional and seamless ongoing Financial Planning experience. they are now looking for an apprentice you join their friendly team in Northampton.

Employer

MMG FINANCIAL MANAGEMENT LTD

Address

UNIT 4

DEANERY COURT

PRESTON DEANERY

NN7 2DT

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Training

Training provider

STARTING OFF 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

Contact

Lucy Harris

lucy.harris@startingoff.co.uk

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


Before you apply

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