Personal Assistant / Financial Administrator Apprentice
HOWARD FINANCIAL PLANNING LIMITED
WHITSTABLE (CT5 3QZ)
Closes in 31 days (Monday 2 June 2025 at 11:59pm)
Posted on 2 May 2025
Contents
Summary
An excellent opportunity at Howard Financial Planning to provide dedicated support to the Partner for the day-to-day running of the Practice to include regulatory requirements, marketing, client servicing and IT ensuring that the Partner’s relationships between their clients can be optimised and assist with the daily operation of the office.
- Wage
-
£14,526.20 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Business administrator (level 3)
- Hours
-
Monday to Friday, 9.00am to 5.00pm.
37 hours a week
- Start date
-
Monday 16 June 2025
- Duration
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1 year 6 months
- Positions available
-
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
Key duties and responsibilities:
- Support the day-to-day business operations within the Practice
- Implement, operate and maintain effective systems, processes and procedures which enable Partner/advisor to optimise client meetings
- Manage the Partner’s diary and client appointments
- Support the Partner in tracking compliance, regulatory and legislative requirements
- Prepare information and valuations for client reviews
- Maintain accurate and up-to-date client information and ensure that this is held on the client management system
- Liaise with clients and third parties in relation to the Partner’s Practice and act as the first point of contact for client administrative queries
- Ensure office stationery/equipment is of sufficient quality, quantity and up to date
Business Processing:
- Support the Partner to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards
- Oversee and manage the submission of all client applications/advice sets in support of the Partner
- Support the Partner to ensure all relevant information required for writing the client report is available
- Process new business illustrations, applications and fund switches
- Maintain accurate and up-to-date client information
- Support the Partner in establishing and maintaining effective relationships with business assurance/management
- Liaise with Head Office and admin centres as required.
- Work within and stay up to date with template changes and advice notes
- Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
Practice Development:
- Support the Partner with and contribute to all relevant projects
- Support the Partner in gaining new prospects and clients
- Support the Partner to achieve Practice goals and objectives
- Support the Partner to develop client relationships and referrals, service existing clients and assist in building new relationships, incorporation with client entertainment events and a first-class client servicing strategy
- Attend forums and workshops as appropriate
Team responsibilities:
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
- Attend and contribute to regular update meetings with the Partner
- Maintain technical competence at an appropriate level to meet the requirements of the role
- Maintain a good working relationship with colleagues, clients and third parties and share best practice and training
Marketing:
- Support the distribution of marketing material to clients and prospects
- Support the Partner with the end-to-end management of client events
- Maintain and update client and prospect information
- Maintain and update client service questionnaires
Where you'll work
F2 CLOVER HOUSE
JOHN WILSON BUSINESS PARK H
CHESTFIELD
WHITSTABLE
CT5 3QZ
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
EKC GROUP
Your training course
Business administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Skilled in the 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. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
- Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
- Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
- Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
- Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
- Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
- Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
- Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Your training plan
- Business Administrator Level 3 Apprenticeship Standard
- Maths and/or English Functional Skills if required
- Online workshops, once a month, delivered through EKC Group
Requirements
Essential qualifications
GCSE or equivalent in:
Maths and English (grade 4/C/Level 2 Functional Skills)Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Administrative skills
- Logical
- Initiative
Other requirements
Occasional travel to other SJP locations.
About this company
About us Fed up with poor interest rates and taxation? Lack of trust or service with banks or other providers? Don’t have time or the inclination to manage your finances? Wondering where to turn? Look no further. The financial environment is fast changing and can be complex. Howard Financial Planning is committed to ongoing face to face advice and support. Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management and other financial planning solutions that you need now and in the future. We work closely with all clients, building relationships based on trust and having an in-depth understanding of personal finances. With guaranteed advice and the “Best of Breed” investment approach at St. James's Place, we are able to offer solutions in all aspects of financial planning including: Building and Preserving Capital Investing for Income Managing Cash and Borrowings Mortgages Personal Protection Retirement Planning/Pensions Inheritance Tax Planning Trusts* We offer you a no obligation comprehensive financial review. With the quality and breadth of products and services available through St. James's Place, we can help you take control of your finances now and in the future as needs or circumstances may change. Your home may be repossessed if you do not keep up repayments on your mortgage. The Value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up you may get back less than you invested. Equities do not have the security of capital which is characteristic of a deposit with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. *Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
After this apprenticeship
Possible permanent position at the end.
Ask a question
The contact for this apprenticeship is:
EKC GROUP
Blue Vinall
blue.vinall@eastkent.ac.uk
01227 811315
The reference code for this apprenticeship is VAC1000318433.
Apply now
Closes in 31 days (Monday 2 June 2025 at 11:59pm)
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