Business Administration Apprenticeship

Reporting to the advisers and office team, you will provide administrative and operational support to a busy independent financial planning and mortgage advice practice.

Duties will include: ·

• Acting as a first point of contact for clients by phone, email and in person, answering queries and passing on messages
• Preparing and sending letters, emails and client documents accurately and on time
• Setting up and updating client records on our database and back-office systems, handling all information confidentially and in line with GDPR
• Tracking the progress of mortgage and financial planning cases and chasing outstanding documents from clients, lenders and providers
• Booking client appointments, managing diaries, organising meetings, taking minutes and keeping action logs
• Scanning, filing and maintaining accurate paper and electronic records
• Supporting basic financial processes, including recording payments and producing simple reports in Excel
• Supporting the day-to-day running of the office, including ordering supplies, dealing with incoming and outgoing post and liaising with suppliers
• Helping to maintain internal records, spreadsheets, checklists and business trackers, ensuring information is accurate and up to date · Supporting internal business processes such as staff records, training logs, annual leave records and other routine administration
• Assisting with compliance and regulatory administration, including maintaining registers, checklists and records under the guidance of the team
• Helping to prepare information and reports for internal meetings and following up agreed actions
• Supporting the organisation of team activities, training and other business events
• Suggesting improvements to office processes and helping with small internal projects

On the job training will be provided by the employer. 

Off the job training will be provided by the employer and New College Swindon. 

Working towards the level 3 Business Administration standard.

Progression to permanent employment after completion of apprenticeship is considered.

Must be over the age of 18 for insurance purposes.

We are a small, friendly, and we make sure everyone feels part of it from day one. As well as working closely together day to day, we enjoy team lunches / a Christmas meal / charity events / nights out, which are a great chance for our apprentice to get to know everyone outside of the office.

Office-based in central Swindon, within a small independent financial planning and mortgage advice practice. Future Planning is a friendly, close-knit financial planning and mortgage advice firm in Swindon. As a small team, we work closely together, support one another and make sure everyone has the opportunity to learn and develop. We start each day with a team catch-up that covers work and life outside it, helping us stay connected as a team. We value people who are positive, willing to learn and happy to get involved. Above all, we care about doing a great job, treating people well and always doing the right thing for our clients.