Apprentice Office Administrator – Financial Services Support
C&L FinEfficiency Ltd

We are offering an exciting opportunity to join a dynamic team that provides essential back-office support to partners within the financial services industry. This is an office-based role where you will develop valuable skills working with telephone systems, Microsoft Office, and other essential software tools.


Apprenticeship summary

Annual wage

£9,984 a year


Expected duration

1 Year 6 Months


Possible start date

01 Dec 2024


Date posted

23 Oct 2024


Reference number

1000283676


Positions

2 available


What will the apprentice be doing?

Tasks (not limited to):

  • Answering and handling incoming phone calls, providing professional services, and resolving client queries.
  • Assisting with administrative tasks such as data entry, document preparation, and managing client information using Microsoft Office tools.
  • Supporting the back-office team with filing, organising, and coordinating schedules to ensure smooth business operations.
    Training (not limited to):
  • Comprehensive training on telephone systems and professional communication techniques.
  • Ongoing guidance in the use of Microsoft Office Suite (Excel, Word, Outlook) to manage tasks efficiently.
  • Mentorship from experienced team members to develop a strong understanding of financial services back-office operations.

What training will the apprentice take and what qualification will the apprentice get at the end?

  • Level 3 Business Administrator apprenticeship standard
  • Functional Skills in maths and English if required
  • Development of knowledge, skills and behaviours required to complete the business administrator apprenticeship standard

What is the expected career progression after this apprenticeship?

After the apprenticeship, you could secure a permanent role with increased responsibilities in back-office support or administration. We also offer further development opportunities, such as sponsoring higher education. One of our former apprentices is now pursuing a Chartered Manager Degree, fully funded by us.


Requirements and prospects

Desired skills and personal qualities

Problem solving skills, Presentation skills, Administrative skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience

Qualifications

GCSE X 5 to include English, Maths (Grade Grade A*-C/9-4) Desired

Things to consider

Long periods on a PC


About the employer

C&L FinEfficiency Limited provides essential back-office support services to partners within the financial services industry. By managing administrative tasks, client communications, and data processing, we allow our partners to focus on their core business operations. Our services help streamline processes, improve efficiency, and ensure compliance, making us a trusted resource for financial professionals who need reliable and efficient back-office solutions.

Employer

C&L FinEfficiency Ltd

Address

Suite E
The Courtyard
Hythe Road
Ashford
TN25 6NH