At a Glance
- Tasks: Support a friendly team with administrative tasks and client communication.
- Company: Join a growing Independent Financial Adviser business in Beverley.
- Benefits: Earn while you learn with a competitive wage and career development opportunities.
- Other info: Potential for long-term career growth and further qualifications after the apprenticeship.
- Why this job: Kickstart your career in finance with hands-on experience and mentorship.
- Qualifications: GCSEs in English and Maths, enthusiasm to learn, and good communication skills.
The predicted salary is between 8 - 8 £ per hour.
- IFA Business Administrator Apprentice
- Minster Financial Management , they are looking for a motivated and enthusiastic
IFA Business Administrator Apprentice to join their friendly team based in Beverley.
Minster Financial Management is a young, growing Independent Financial Adviser (IFA) business.
They work hard, but we also believe in creating a friendly, supportive and enjoyable working environment where everyone has the opportunity to learn and progress.
Their Director, Helen, is passionate about education and helping people develop their careers.
They already have three members of the team completing apprenticeship schemes, and Helen continues to undertake industry qualifications herself.
They don't just see an apprenticeship as a qualification; they see it as the beginning of a potential long-term career with them.
Key Responsibilities
- Answering telephone calls and developing professional telephone etiquette.
- Speaking with clients and financial product providers.
- Scanning, organising and managing important documents.
- Supporting the directors, advisers and administrators with day-to-day tasks and projects.
- Using their back-office systems and CRM, including data cleansing and maintaining accurate records.
- Assisting with the submission and processing of new financial business.
- Supporting the accounts function when required, including invoicing.
- Taking meeting minutes and helping to keep accurate records.
- Writing professional letters and emails to clients.
- Using Microsoft Office, including Word, Excel and Outlook, to support the business.
- Developing your awareness of cyber security and completing relevant training.
- Learning about financial products and the wider financial services industry, if this is an area you are interested in.
Skills & Knowledge
- At Minster Financial Management, they are looking for someone enthusiastic, reliable and keen to learn .
You don't need to know everything about financial services when you join them; what's most important is your attitude and willingness to develop.
• You will ideally have
- GCSEs in
English and Maths at Grade C/4 or above .
- An interest in business, finance or financial services .
- A business-related qualification or previous study would be advantageous.
- An interest in potentially becoming a
Financial Adviser or Mortgage Adviser in the future would be a real bonus.
- Good communication skills and confidence when speaking to others.
- A punctual, trustworthy and reliable approach.
- A professional and presentable manner.
- Confidence to ask questions and get involved.
- A willingness to learn new systems, processes and skills.
- Good attention to detail and pride in the quality of your work.
- The ability to work independently while also contributing positively to a team.
- Key Info
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Employer
- Minster Financial Management Ltd
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Location
- Beverley, HU17
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Wage
- £8.00 per hour
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Job Type
- Apprenticeship
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Job Category
- Business Administrator
- About the Employer
This isn't just an apprenticeship where you'll be given a list of basic tasks and left to get on with it. Minster Financial Management genuinely wants to invest in your development .
You'll work alongside experienced directors, advisers and administrators, gaining an insight into different areas of financial services and learning how a successful IFA operates.
They are also always looking for talented people to join their team in the long term.
If you enjoy the role and want to progress, there may be opportunities to stay with them after your apprenticeship and continue developing your career, including working towards further industry qualifications and potentially progressing towards a career as a financial adviser.
You'll be joining a friendly team where hard work is valued, questions are encouraged and your development matters.
Check out some more apprenticeship vacancies!
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IFA Business Administrator Apprentice employer: Hull Business Training Centre
Join a thriving plumbing and heating company in Hull, where your role as a Service Administrator will be pivotal in ensuring seamless operations and exceptional customer service. With a strong commitment to employee growth, the company offers ongoing training, generous annual leave, and a supportive work culture that values teamwork and professional development. Enjoy the benefits of a competitive salary, pension scheme, and opportunities for overtime, all while contributing to a respected provider in the facilities and building services sector.
Contact Details:
Hull Business Training Centre Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Business Administrator Apprentice
✨Dive into Data Analytics Communities
Get involved in online forums and local meetups focused on business intelligence. Platforms like Reddit, LinkedIn Groups, or even local events can be goldmines for connecting with industry professionals who might have insider info about opportunities at companies like Hull Business Training Centre.
✨Showcase Your Work with Personal Projects
Consider creating a small portfolio demonstrating your skills in data analysis or visualisation. This could be anything from a project analysing public datasets to creating dashboards—having something tangible to show can really make us stand out during your apprenticeship search.
✨Get Familiar with Apprenticeship Platforms
Utilise platforms specifically tailored for apprenticeships. Websites like Apprenticeships.gov.uk or local job boards can help us find the latest openings, and many companies even post directly about their apprenticeship opportunities. Don't forget to check Hull Business Training Centre’s own careers page too!
✨Engage with Business Intelligence Tools
Familiarise yourself with popular BI tools like Tableau or Power BI. Showing that you can navigate these tools will not only impress recruiters but also give you a practical edge in interviews. Plus, we can find free online resources or courses to boost our skills before approaching companies like Hull Business Training Centre.
We think you need these skills to ace IFA Business Administrator Apprentice
Some tips for your application 🫡
Show Off Your Analytical Skills:In the business intelligence world, we love a good number-cruncher! When crafting your CV, highlight any experience you have with data analysis, reporting, or relevant software. If you’ve done any projects that involved extracting insights from data, make sure to include those!
Craft a Motivational Cover Letter:Since this is an apprenticeship, we want to see your enthusiasm for learning and growing in the business intelligence field. Share why you're interested in business intelligence and what excites you about the role at Hull Business Training Centre. Let your passion shine through!
Keep It Relevant:Tailor your application documents to align with the skills we're looking for in an apprentice. Mention any coursework or certifications you've completed related to business intelligence, data analytics, or even general business acumen. Specific examples will help you stand out!
Show Your Team Spirit:Business intelligence isn't just about data; it's also about collaboration. Highlight any experience working in teams—whether that's through school projects, extracurricular activities, or volunteering. We want to know you can communicate well and work alongside others to drive results.
How to prepare for a job interview at Hull Business Training Centre
✨Dive into Data!
As this is a business intelligence apprenticeship, show off your enthusiasm for data! Be ready to discuss your experience with data analysis tools like Tableau, Power BI, or even Excel. Have some examples at hand that demonstrate how you've transformed raw data into actionable insights — it’ll show the interviewers your practical skills!
✨Know Your BI Basics
Brush up on fundamental BI concepts and methodologies. You're likely to face technical questions that test your knowledge of data warehousing, ETL processes, or SQL. Having a few key definitions and real-world scenarios prepared will help you stand out and show you're not just repeating phrases from a textbook.
✨Show Your Eagerness to Learn
Since this is an apprenticeship, employers are looking for potential over experience. Be sure to communicate your eagerness to learn and grow in the field. Talk about any relevant projects or coursework you’ve completed, showing them you’re proactive and ready to hit the ground running at Hull Business Training Centre.
✨Bring Along a Portfolio
Even for an apprenticeship, having a portfolio can be a big plus! Include any relevant projects you've worked on, such as data visualisations, reports, or case studies. This hands-on evidence of your skills will complement your verbal explanations, giving the interviewers a solid picture of what you can bring to the table.
