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