Finance Office Administrator Apprentice

  • Vision Independent Financial Planning
  • Falmouth, Cornwall
  • £4.00 per hour

A role within the Finance Team to ensure the firm continues to provide high quality ongoing support and remuneration to our IFA Network. The role may vary greatly depending on the daily workload, however, most work will involve both written and oral communication, word processing and typing, data inputting and requires relevant skills such as IT, organisational and the ability to multi-task and work well under pressure, often juggling several tasks at once.

Recommend this opportunity to a Friend
Vacancy provider logo for Truro and Penwith College

  • GMFJ Reference
    87447
  • Wages
    £4.00 p/h
  • Hours
    37.50 per week
  • Date Posted
    25/06/2018
  • Start Date
    03/09/2018
  • Approx. Duration
    12 months

  • Location
    Falmouth
  • Status
    Now Taking Applications
  • Sector
    Business & Administration
  • Opportunity Type
    Intermediate Level 2
  • Employer
    Vision Independent Financial Planning

Description

Key Responsibilities:

  • Assisting the finance manager in identifying and maintaining accurate remuneration records on Vision’s Business Register.
  • Responding to adviser enquiries.
  • Ensuring accurate weekly remuneration payments to advisers and supervisors.
  • Managing filing systems.
  • Using a range of software including email, spreadsheets and databases for data input of client information.
  • To provide financial administrative support to the management and advisers either as part of a team or individually

For more information about this vacancy please contact Truro and Penwith College on 01872 305500 (Ref ID: 87447)

Company website : https://www.visionifp.co.uk/

Essential:

  • Excellent verbal and written communication skills.

Desirable:

  • Microsoft Office experience.

Desirable:

  • Maths and English GCSE grade C

Day 1: Recap key messages from induction on how to successfully complete the apprenticeship. Employee Rights and Responsibilities. Learner will develop an understanding of the role of organisations and industries, as well as gaining an understanding and awareness of employer’s expectations and employees’ rights and obligations.

Day 2: Managing personal performance and development: SMART targets; Professional development; Career development goals; Work-life balance; Feedback; Learning styles; Time management.

Day 3: Communication in a business environment: Clear, effective and professional written, verbal and non-verbal communication. Apprenticeship Assessment/ Programme Review visit at workplace

Day 4: Customer service and Sales: Maximising sales (upselling & cross selling); Sales techniques; Feature and benefits; Needs and expectations; Brand promises; Service offer; Service knowledge; Equality and Diversity.

Day 5: Business awareness and change: Business structures and models; External and internal factors that may impact on a business; Goals, objectives and how these align with strategy; change implementation.

Day 6: Equality and Diversity: Understanding equality and diversity; Benefits of E&D; Legal implications. Apprenticeship Assessment/ Programme Review visit at workplace.

Day 7: Teamwork: Developing good work relationships; Making a positive contribution to the business; Dealing with conflict.

Day 8: Project development (½ day): Identification of project; Developing business case; Developing project plan.Health and Safety. Legislation requirements.

Day 9: Project development (½ day): Reviewing project progress; Developing project.Study ½ day. Apprenticeship Assessment/ Programme Review visit at workplace.

Day 10: Presentation skills:Project review; Presentation skills; Presentation software.

Day 11: Project presentations. Learner project presentations to employer audience. *Presentation of certificates for unit examination achievements.* Time/duration dependant on cohort group size. Apprenticeship Assessment/ Programme Review visit at workplace Ongoing Apprenticeship Assessment/ Programme Review visits at workplace every 6 – 8 weeks

Essential:

  • High level of attention to detail.
  • Self motivated with a desire to learn.
  • Able to work well in a small team.
On successful completion of the apprenticeship, there will be a possibility of an full time position.
Salary to increase to £4.50 after a successful three month probationary period. 25 days holiday plus bank holidays

Based on this opportunity you might also be interested in.

Opportunities with Truro and Penwith College

Find your feet with a traineeship. They’re a great way to help you build your CV. That’s because traineeships help you learn the essential skills that every employer wants. And they’ll set you on the right path to compete for apprenticeships. In short, they’re that vital first stepping stone to getting ahead.

Find Out More
Cyber Essentials
© 2021 GetMyFirstJob Ltd.

Your first steps into the world of work for Apprenticeships, Degree Apprenticeships, Work Experience & Graduate Jobs