Business Administration Apprenticeship

Lloyd & Co Financial Planning Ltd

We have a great history of recruiting and retaining apprentices, currently within our team we have 5 members that started as apprentices and are either paraplanners, qualified financial advisers or on the road to becoming qualified financial advisers. This is a great opportunity with real career progression achievable for the right person.

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Weekly wage

£207.00

Total hours per week

37.5 hours

Expected duration

18 months

Possible start date

08 Oct 2021

Summary

Duties will include:

  • Post – ability to open and scan all post and place in the correct clients file on the computer as well as ability to write letters to providers/clients and other external businesses to be posted. Ability to use initiative to ascertain if any action is required on receipt of certain documentation
  • Phone – excellent communication skills via the telephone. Calls to and from clients (existing and prospects), providers and external businesses. The ability to use initiative e.g. if someone’s line is busy try to help the person calling yourself
  • Greeting clients – polite, friendly, approachable. Ability to greet clients with a smile, offer a drink and make conversation. This role is vital as applicant will be the face of the business as soon as clients walk through the door and the first impression for new clients
  • Meetings – be able to book meetings in the diary and keep on top of making sure there are no cross overs with meetings
  • Portfolio reviews – added to the role after time and training. The ability to complete smaller portfolio reviews and post them out to clients/arrange meetings. This will involve using Microsoft Word, Outlook and Excel and therefore the applicant will ideally be proficient on these applications

Working week

Monday - Friday, shifts to be confirmed

37.5 hour per week

Date posted

13 Sep 2021

Apprenticeship Level

Advanced Level Apprenticeship

Positions

1 available

Requirements and prospects

Skills

  • IT literate
  • Good telephone manner
  • Good standard of literacy/numeracy skills
  • Planning and organising 
  • Good decision making

Qualifications

  • Maths and English GCSE or equivalent

Personal Qualities

  • Organisation- ability to organise adviser diaries with meetings that are booked
  • Verbal & Written communication- verbal communication is vital and this includes how clearly you are talking to clients and the tone used. Written communication is just as important and requires perfect spelling and grammar and excellent attention to detail to be able to identify any errors
  • Attitude – The right candidate will be enthusiastic, approachable, positive, and friendly. The attitude of staff members is everything in this role which requires a strong work ethic with the ability to work independently using their own initiative as well as in a team
  • Passion – this links to attitude and work ethic however this involves the opportunity to progress. There are a number of progression routes and further qualifications and progression are available for the right candidate

Future Prospects

  • Upon completion of the apprenticeship, the learner may be offered permanent employment

About the employer

Lloyd & Co Insurance Services is a highly successful Financial Services Group. Their clients include private investors, high-net-worth individuals, entrepreneurs and owner-managed businesses who are predominantly referred to through an extensive range of professional.

Employer

Lloyd & Co Financial Planning Ltd
https://www.lloydfp.co.uk/

Address

First Floor
9B
Hoghton Street
Southport
PR9 0TE

Training provider

Business Administrator Level 3 Apprenticeship Standard:

  • Maths and English functional skills will be provided if the candidate does not have their maths and English GCSE

Training framework

Business administrator

Training provider

The Communiversity

Application instructions

Application closing date: 07 Oct 2021

Apply now

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