At a Glance
- Tasks: Support advisers and administration team in delivering exceptional client service.
- Company: Join a respected financial planning firm in beautiful Newquay, Cornwall.
- Benefits: Earn £14,560 per year with online training and mentoring.
- Other info: Potential for career progression to Financial Planning Administrator or Paraplanner.
- Why this job: Kickstart your career in financial services with hands-on experience and growth opportunities.
- Qualifications: GCSE Grade 4/C in English and Maths; strong organisational and communication skills.
The predicted salary is between 8 - 8 £ per hour.
Level 3 Business Administrator Apprenticeship – Karrek Chartered Financial Planners
Karrek Chartered Financial Planners is a highly respected Chartered financial planning firm based in Newquay, Cornwall.
We provide comprehensive and personalised financial planning services to both individual and corporate clients across Cornwall and the UK.
We are looking for an organised, professional, and motivated individual to join our team as a Business Administrator Apprentice.
In this role, you will support our advisers and administration team in delivering an exceptional ongoing service to our clients.
You will gain valuable experience in financial planning administration while developing the skills and knowledge needed for a rewarding long-term career within the financial services industry.
- Apprenticeship Summary
- Salary: £14,560 per year (based on £8.00 per hour)
- Working
- Week: Monday to Friday, 9.00am – 5.00pm (1-hour lunch break)
- Hours: 35 hours per week
- Training: Online apprenticeship training supported by experienced tutors
- Qualification: Level 3 Business Administrator Apprenticeship Standard
- Location: 9 Hilgrove Road, Newquay, Cornwall, TR7 2QY
Main Duties
- Support advisers with actions arising from annual and biennial client reviews.
- Prepare and issue client correspondence and ongoing service documentation.
- Liaise with pension providers and investment companies to obtain information and process requests.
- Maintain accurate client records using the firm's CRM system.
- Monitor ongoing service workflows and ensure adviser actions are completed within agreed timescales.
- Assist with general client correspondence and provider communications.
- Support the administration team with day-to-day business administration tasks.
- Ensure all work is completed accurately and in line with FCA compliance procedures.
- Handle confidential client information in accordance with GDPR and company policies.
- Support advisers with cash flow analysis and technical planning work as your knowledge develops.
- Undertake any other duties consistent with the nature of the role.
- The Candidate
- GCSE Grade 4/C or above (or equivalent) in English and Mathematics.
- Excellent organisational skills and attention to detail.
- Strong written and verbal communication skills.
- Good IT skills, including Microsoft Word, Excel and Outlook.
- Willingness to learn and develop within the financial services industry.
- Ability to prioritise workloads and work effectively as part of a team.
- High levels of accuracy and professionalism.
- Ability to maintain confidentiality when handling sensitive client information.
- Previous administration or customer service experience is desirable but not essential.
- An interest in financial planning or financial services would be advantageous.
The successful candidate will be
- Professional, reliable and trustworthy.
- Friendly, approachable and client-focused.
- Highly organised with excellent attention to detail.
- Motivated to learn new skills and develop technical knowledge.
- Able to communicate confidently with colleagues, clients and providers.
- Adaptable and willing to take on increasing responsibility as experience grows.
- Committed to providing excellent customer service at all times.
- Training and Development
As an apprentice, you will receive support through both on-the-job learning and formal training as part of your apprenticeship programme. This will typically include:
- Study towards a Level 3 Business Administrator Apprenticeship Standard.
- Ongoing one-to-one mentoring from experienced financial planners and administrators.
- Practical training in financial planning administration, pensions and investments.
- Experience using industry-leading financial planning systems and provider platforms.
- Development of technical knowledge, organisational skills and FCA compliance awareness.
- Opportunity to study towards professional qualifications with the Chartered Insurance Institute (CII) as your knowledge and experience develop.
What training will the apprentice take and what qualification will the apprentice get at the end?
The successful candidate will obtain a Level 3 Business Administrator Apprenticeship Standard qualification.
What is the expected career progression after this apprenticeship?
Karrek Chartered Financial Planners is committed to developing talent from within.
Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner or Financial Adviser, alongside continued professional development and support towards industry qualifications.
Pre-employment checks: Please be aware that successful applicants will be subject to pre-employment checks, including an enhanced DBS check with adult barred list, right-to-work checks, and other recruitment checks in line with company policies.
#Inspire LP
Level 3 Business Administrator Apprenticeship in Newquay employer: LMP Group
LMP Group is an excellent employer that prioritises the growth and development of its employees, offering a supportive work culture where dedication to helping vulnerable young people is highly valued. Located in Batley, this role as an Apprentice Inclusion Assistant not only provides competitive pay but also presents a unique opportunity to gain hands-on experience in education while receiving ongoing training and support throughout the 16-month programme.
StudySmarter Expert Advice🤫
We think this is how you could land Level 3 Business Administrator Apprenticeship in Newquay
✨Get Involved with Campus Recruitment Events
Apprenticeships in banking and financial services often come through campus recruitment days. Keep an eye out for events hosted by your university or local banks, as these can be golden opportunities for us to meet recruiters face-to-face and make a great first impression.
✨Engage with Professional Bodies
Join organisations like the Institute of Chartered Accountants or the Chartered Institute of Banking. These memberships can provide valuable resources and networking opportunities, plus, they often have dedicated sections for apprenticeships and early-career roles that can point us in the right direction.
✨Follow the Right Companies on Social Media
Banks and financial services firms love to share their stories on social media! Follow companies like LMP Group to keep up with their latest apprenticeship opportunities and insider news. Engaging with their posts could give us an edge when it comes to the application.
✨Utilise Your University’s Career Service
Your university's career service is a treasure trove of information for apprenticeships in banking. They often have connections to employers like LMP Group, so don't hesitate to tap into their resources and advice!
We think you need these skills to ace Level 3 Business Administrator Apprenticeship in Newquay
Some tips for your application 🫡
Show Off Your Maths Skills:In the banking and financial services sector, being good with numbers is a must! Make sure to highlight any relevant maths qualifications or experience in your application, as well as any projects or coursework that demonstrate your analytical skills.
Emphasise Your Willingness to Learn:As this is an apprenticeship, companies like LMP Group want to see your enthusiasm for the industry and your eagerness to learn. In your cover letter, chat about why you’re interested in banking and any specific areas you’re excited to explore. Show them that you’re ready to soak up knowledge like a sponge!
Highlight Relevant Experience (Even If It's Limited):Whether it's a part-time job, volunteer experience, or even a school project, mention any relevant experience related to banking or finance. This could include customer service roles or any projects where you handled budgeting. We’re all about showing how you can apply your skills, even if they’re from unconventional backgrounds.
Tailor Your CV for Impact:Make sure your CV isn’t just a list of duties. Tailor it to reflect skills that appeal to financial services, like attention to detail and communication skills. Don’t forget to keep it clear and concise, showing how you’re a perfect fit for the apprenticeship at LMP Group!
How to prepare for a job interview at LMP Group
✨Brush Up on Financial Principles
Since you're diving into the banking and financial sector with an apprenticeship, it’s crucial to familiarise yourself with key concepts like interest rates, investment strategies, and basic financial accounting. Make sure you can share your understanding of these principles during the interview, as they'll likely pop up in practical scenarios.
✨Be Ready for Scenario-Based Questions
In the world of banking, interviewers love to throw real-world scenarios at you. Prepare for questions that ask how you'd handle customer inquiries or solve financial challenges. Practising these types of situational responses can really showcase your problem-solving skills and customer service abilities, both of which are essential in this field.
✨Show Your Eagerness to Learn
As an apprenticeship candidate, what's going to set you apart is your motivation to learn and grow in the role. Be sure to express your excitement about entering the banking world and highlight any steps you've already taken to educate yourself, whether through courses, workshops, or relevant hobbies.
✨Prepare Your Questions About Company Culture
When interviewing with LMP Group, don’t shy away from asking about their company culture and training programmes for apprentices. This shows that you're not only focused on the role but also interested in how you'll fit within the team, which is a major factor for your future success in the apprenticeship.
