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Administration Apprentice
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About the Role
Working collaboratively with Financial Advisers and other colleagues, you'll assist in key financial administrative tasks. You will learn all aspects of the business and become a valued member of the team. This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career.
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
This apprenticeship offers an excellent opportunity to gain experience within a professional financial services administration team while developing valuable business and customer service skills. You'll provide general administrative support, helping to ensure the smooth and efficient running of daily operations.
The role will involve liaising with providers to gather and collate plan and policy information, ensuring that all documentation is accurate and processes are completed in a timely manner. You will assist in preparing paperwork and meeting packs for client meetings and annual reviews, supporting advisers and administrators in delivering a high-quality service to clients.
A key part of the position will be maintaining client records and updating information on the company's back-office database in line with Fairstone standards and regulatory requirements. You will be responsible for ensuring client files remain organised, accurate, and up to date at all times.
The apprentice will also communicate directly with clients, arranging appointments and booking meetings while providing a professional, friendly, and responsive service. This role is ideal for someone who is organised, detail-oriented, and keen to build a career within financial services and business administration.
Where you'll work
Prockters Farm West Monkton Taunton TA2 8QN
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
UNIVERSITY CENTRE SOMERSET COLLEGE GROUP
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
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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.
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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.
Training schedule
This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.
Essential qualifications
- GCSE in:
- English (grade 4/C or above or equivalent)
- Maths (grade 4/C or above or equivalent)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Company information
Established in 2008 with the aim of building long-term relationships and providing holistic advice to fit in with people’s busy lifestyles, Fairstone now incorporates one of the UK’s largest Chartered financial planning firms. Headquartered in Sunderland, Fairstone has grown to encompass more than 50 locations in the UK and Ireland, including 10 regional hubs, delivering integration-led growth to emerge as a new leader in the UK regulated landscape.
https://www.fairstonegroup.co.uk/ (opens in new tab)
Company benefits
- Company pension scheme
- 25 days annual leave, increasing to 30 days with length of service
- Flexible Benefits
- Market leading enhanced family friendly policies
- Cycle to work scheme
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Support for future development will be keenly provided to enable the successful applicant to further their knowledge and ability in the role. Potential career pathways could be Administrator.
Contact information
The contact for this apprenticeship is:
UNIVERSITY CENTRE SOMERSET COLLEGE GROUP
The reference code for this apprenticeship is VAC2000047870.
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