Business Administrator Apprenticeship - Level 3

e-Careers Limited; Winchester; On-site; GBP 12,000 - 15,000; Full time

Job summary

A family-run financial services business in Winchester is looking for an ambitious individual for a Business Administration Level 3 apprenticeship. Responsibilities include providing administrative support, managing client communications, and performing general office tasks. Candidates should have strong organisational and communication skills, ideally with GCSEs in English and Mathematics. This apprenticeship is a great opportunity with potential for a full-time position after completion.

Responsibilities

• Provide administrative support to Advisors and Para-planners.
• Answering calls and taking messages.
• Supporting Brokers with administrative tasks.
• Opening client files and following up on documents.
• Provide updates on case progression.
• General office administration and filing.
• Processing applications and sending documents.

Skills

Organisation Skills

Excellent written and communication skills

Quick learner

Positive and can-do attitude

Highly organised and efficient

Work well under pressure

Professional and courteous

Teamwork

Strong sense of discretion and confidentiality

Ability to prioritise

Proficiency with MS Office

Experience in a mortgage broker

Education

GCSE or equivalent English (Grade A/C 9/4)

GCSE or equivalent Mathematics (Grade A/C 9/4)

CeMAP

Job description

The apprenticeship

Qualification : Business Administration Level 3

Duration : 15 months

Our client is an established family-run business. They are looking for an ambitious and talented individual who shares the same values as them to help sustain their clients’ proposition and service levels.

About our client

Our client has been dedicated to delivering comprehensive financial advice since 2011. Over the years they have taken pride in being recognised as one of the country's most trusted mortgage and financial consultants.

The team comprises a group of passionate professionals with over 25 years of combined experience in financial services, management, and banking.

Their vision has always been to help their clients achieve their financial goals, whether a first-time buyer looking to get on the property ladder or an experienced investor looking to build their portfolio.

The role

Possible start date : ASAP

Monday to Friday between 8 : 30am to 5pm

Total working hours : 35

What you will do in your working day

The successful candidate will provide administrative support to their Advisor and Para-planners and be the clients' main point of contact.

• Answering calls and taking messages
• Supporting Brokers with administrative tasks
• Opening client files
• Following up with clients for documents
• Provide client, estate agent, solicitor, and broker updates on case progression
• General office administration
• Filing, organising, scanning and copying documents
• Processing applications
• Able to apply and maintain discretion on sensitive matters
• Sending documents to lenders and insurers

The training you will receive

• Level 3 Business Administration qualification
• All training is undertaken online, through a combination of self-paced eLearning and live online classes
• Functional skills in English and Mathematics, if required
• Opportunity to do CeMAP Mortgage Advice Course

Prospects

Potential full-time role on successful completion of this apprenticeship

Requirements

Qualifications required

• GCSE or equivalent English (Grade A/C 9/4) – Essential
• GCSE or equivalent Mathematics (Grade A/C 9/4) – Essential
• CeMAP – Desired but not essential

Personal Skills required

• Organisation Skills
• Excellent written and communication skills
• Quick learner
• A positive and can-do attitude
• Being highly organised and efficient
• Work well under pressure
• The ability to be professional and courteous
• The ability to work in a team
• Strong sense of discretion and confidentiality
• Ability to prioritise
• Proficiency with MS Office
• Experience in a mortgage broker would be desirable