Executive Assistant Apprentice EBULLIENT CONSULTING LIMITED

Providing a professional, friendly and efficient service to our fabulous clients. Supporting Marie, the adviser, in her role liaising with clients, gathering information, researching markets, placing cases, submitting business to the different mortgage lenders and insurance companies.

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Closing date: 30 Jun 2024

Apprenticeship summary

  • Annual wage

    £11,648.00

    If you do well, fit in within our business, contribute and work as part of a team and we increase profits we will look to pay a bonus.

    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday to Friday, 9am-5pm

    Total hours per week: 35.0

  • Expected duration

    21 Months

  • Possible start date

    15 Jul 2024

  • Date posted

    04 Jun 2024

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000255356

  • Positions

    1 available

What you will do in your working day

You will be working as a team, sharing the workload, managing the pipeline, completing business and increasing profitability.  Duties include:

  • Greeting clients who come to the offices, looking after them while they are here, and attending meetings as a note taker in preparation for the business that will be submitted
  • Supporting the advisers in their role administering the applications that derive from the client meetings
  • Maintaining service levels by liaising with the providers ensuring clients get their mortgage offers on time, their insurances agreed etc.
  • Learning different IT systems to store data securely and also upload data to the different companies
  • Manage pipeline by liaising with clients, Ebullient staff, lenders, insurers, solicitors and estate agents
  • Develop an understanding of the protection market and apply for various insurance products using the different insurers
  • Answer telephone calls throughout the day and be comfortable and competent with clients, insurers, lenders, professional accounts etc
  • Navigate around the Ebullient software, familiarising yourself with our systems and individual cases
  • Be involved with company marketing, social media, the website, reels and help develop and grow Ebullient consulting
  • Developing IT skills by mastering all the different provider websites we use
  • Having knowledge of Excel as spreadsheet data is used constantly - for client’s property portfolios, system access, written business and other parts of our business
  • Having a knowledge of markets, the economy, the financial world is beneficial
  • Increasing profitability by the effectiveness on your role within Ebullient Consulting

The training you will be getting

Business Administrator Apprenticeship Level 3

What will I study?

This apprenticeship will give you the knowledge, skills and behaviours required to work as Business Administrator and will include the following:

  • Use of multiple IT packages and systems relevant to the organisation in order to write letters or emails, create proposals, perform financial processes, record and analyse data
  • Understand how to behave in a professional way including personal presentation, respect, respecting and encouraging diversity to cater for wider audiences, punctuality and attitude to colleagues, customers and key stakeholders
  • Understand how to draft correspondence, write reports and be able to review others' work
  • Understand how to make effective decisions based on sound reasoning and be able to deal with challenges in a mature way
  • Understand how to build and maintain relationships within your own team and across the organisation
  • Understand how to share administrative best-practice across the organisation e.g. coach others to perform tasks correctly
  • Understand how to use relevant project management principles and tools to scope, plan, monitor and report

You will also produce a portfolio of evidence demonstrating examples of your work throughout the apprenticeship which will form the basis for the interview during the End-Point Assessment (EPA). Also, a project or process improvement will be completed over 21 to 35 hours during the apprenticeship which will form part of the EPA.

Method of delivery:

Apprentices will typically attend York College on a day release for the duration of the apprenticeship and work with their employer for the remainder of their contracted hours. During their time in College, apprentices will work towards developing their knowledge, skills and behaviours, and at work will consolidate their on-programme learning with the support of their employer. An assessor will visit every 8-10 weeks to discuss and monitor progress on the apprenticeship in conjunction with the employer

How will I be assessed?

Continual assessment will take place throughout the duration of the apprenticeship.

The End-Point Assessment (EPA) will comprise of a 60-minute computer-based knowledge test of 50 questions, a 45-minute interview based on your portfolio of evidence, and a 10-15 minute presentation based on the project completed during the apprenticeship.

What to expect at the end of your apprenticeship

Manage the administration team if administration and management is the main interest or study mortgage and financial advice, become qualified and develop into a Mortgage Adviser if sales are more inspirational.


Requirements and prospects

Desired skills and personal qualities

Communication skills, People skills, Time management, Well mannered

Qualifications

GCSE or equivalent 2 other subjects (Grade 4/C or above) Essential
GCSE or equivalent English (Grade 4/C or above) Essential
GCSE or equivalent maths (Grade 4/C or above) Essential

Things to consider

• Time management. Every client is important and they seek our attention so juggling cases and prioritising is essential. It will be taught as it’s a big part of the role. • Occasionally a lender may withdraw their mortgage products with little or no notice. This means we have to apply for the deal there and then. In such rare instances, it may be all hands are on deck resulting in working beyond 17.00 (but they would be paid for any extra time of course). • After you submit your application, York College will send a screening email from apprenticeships@yorkcollege.ac.uk Check your spam folder, too. You must reply, otherwise your application will be rejected.

About the employer

Three of us in the office, one adviser, 2 support staff and you would be the third. We have been established since March 2023 although I have been in this business for 30 years in September.

Employer

EBULLIENT CONSULTING LIMITED

Address

Office K3, Raylor Business Centre

James Street

York

YO10 3DW

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Training

Training provider

YORK COLLEGE

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

Apprenticeships

apprenticeships@yorkcollege.ac.uk

01904 770368

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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