IFA Business Administrator Apprentice
At 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
Employer: Minster Financial Management Ltd
Location: Beverley, HU17
Wage: £8.00 per hour
Job Type: Apprenticeship
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.
