Business Administration Apprentice RTP INDEPENDENT FINANCIAL ADVICE LIMITED

An exciting opportunity has arisen at Independent Financial Services for a Business Administration Apprentice to work in a growing business with lots of opportunities. You will work towards a Level 3 Business Administrator apprenticeship standard. Processing new business such as pensions and investments

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Closing date: 27 Jun 2023

Apprenticeship summary

  • Annual wage

    £11,279.00

  • Working week

    Monday to Friday 9:30am to 4pm

    Total hours per week: 30.0

  • Expected duration

    18 Months

  • Possible start date

    03 Jul 2023

  • Date posted

    02 Mar 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000137228

  • Positions

    1 available

What will the apprentice be doing?

Duties include:

  • Processing new business such as pensions and investments
  • Preparing and completing client reports
  • Liaising with product providers
  • Producing Letters of Authority and valuations
  • Preparing client review documents
  • Assisting advisers to prepare for client meetings
  • Updating client records
  • Ensuring all regulatory and internal controls are adhered to at all times e.g. FCA regulations and GDPR
  • General admin including scanning, electronic filing and data input.

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

Level 3 Business Administrator apprenticeship qualification.

Functional skills if needed.

What is the expected career progression after this apprenticeship?

After completion of your apprenticeship you will potentially have the opportunity to progress onto full time positions within the business.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Administrative skills, Number skills, Logical, Team working, Initiative, Good telephone manner, Ability to work to deadlines

Qualifications

GCSE or equivalent English (Grade 5/B+) Desired
GCSE or equivalent Maths (Grade 5/B+) Desired

About the employer

Individual Financial Services is a successful financial planning practice regulated by the Financial Conduct Authority. We provide financial planning and management services for our clients’ pensions, investments and mortgages. We are a small, supportive team located in Handforth, a few minutes’ walk from the train station and with free parking available on site. The right candidate can be supported with relevant professional exams and opportunities for career progression.

Employer

RTP INDEPENDENT FINANCIAL ADVICE LIMITED

Address

107 Wilmslow Road

Handforth

Wilmslow

SK9 3ER

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Training

Training provider

MACCLESFIELD COLLEGE

Contact

Maxim Business Training

apprenticeshiprecruitment@macclesfield.ac.uk

+441625410000

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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