Brooks Financial Planning Limited

Administration Apprentice


Brooks Financial Planning Limited

Training Provider:


Weekly wage £190.00
38.0 hours per week The working days are Monday to Friday 9am till 5.30pm
duration: 12 months
start: 8 July 2019
Intermediate(level 2)
Business and Administration (apprenticeship standard)
7 June 2019 (application closing date)
We are looking for a well presented, organised, personable and confident candidate who wants to learn and have a career in the financial services industry. The team is small but professional, fun and friendly place to work. The team have loads of experience between them that they are keen to share to help in the training of their apprentice.


The successful candidate will be reporting to the Operations Manager. The candidate will work closely and assist the Client Liaison Manager on a daily basis.

Duties will include:

  • Answer incoming calls and handle enquiries in a courteous and professional manner
  • Taking detailed accurate messages when necessary
  • Maintain diaries for advisors
  • Arrange meetings with clients and confirm appointments
  • Assist with the preparation of files for client meetings
  • Copying, scanning and filing documents
  • Distributing incoming post together with preparing outgoing post
  • Ability to handle sensitive information with high level of confidentiality and discretion
  • Proficiency in MS Office, in particular Outlook and Word
  • Excellent attention to detail

Future Prospects

On successful completion of the apprenticeship there is a possibility of a future job role.

Reality Check

  • Hourly wage will dependent on candidates age
  • For the successful candidate who is taken on at the end of their apprenticeship, salary reviews take place annually, workplace pensions are available. There is also the possibility of a discretionary annual bonus, based on personal performance and the performance of the business

Skills Required

Desirable Skills:

  • Proficiency in MS Office (particularly outlook and word)
  • Excellent attention to detail
  • Organised individual
  • Ability to work to tight timescales
  • Good written English
  • Can-do attitude with ability to work under their own initiative

Qualities Required

Desirable Personal Qualities:

  • Discreet and trustworthy (dealing with sensitive and confidential information on a daily basis)
  • Well presented
  • Articulate and able to talk to people of all ages and backgrounds
  • Highly motivated and confident

Qualifications Required


  • GCSE or equivalent maths and English

(Grade C and above or Grade 5-9 )


  • Business Studies
  • Economics

Training Provided

Introduction to apprenticeship content and how to successfully achieve

How to use the E-portfolio system to submit work and track progress

How to take charge of own learning, including learning how to think creatively and how to reflect on practice

Also includes:

  • Equality, Diversity and Inclusion
  • Employment Rights and Responsibilities
  • Health and Safety and E-Safety
  • Functional Skills if required

Business Administration Skills taught programme:

  • 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 (day 1 of 2)
  • Day 4 Communication in a business environment: Clear, effective and professional written, verbal and non-verbal communication (day 2 of 2)
  • Day 5 Tuition Support Day – for self-study units:

Optional units including:

  1. Unit 102 – Use a telephone and voicemail system
  2. Unit 103 – Meet and welcome visitors in a business environment
  3. Unit 202 – Produce business documents
  4. Unit 207 – Provide reception services
  5. Unit 242 – Using email
  • Day 6 Providing administration services:

Units include:

  1. Organising and administration of meetings
  2. Organisation of travel and accommodation
  3. Managing diary systems
  4. Office equipment
  5. Mail services
  • Day 7 Customer Service and Sales: Brand promises; Service offer; Service knowledge; Equality and Diversity
  • Day 8 Study day
  • Day 9 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 10 Equality and Diversity: Understanding equality and diversity; Benefits of E&D; Legal implications
  • Day 11 Teamwork: Developing good work relationships; Making a positive contribution to the business; Dealing with conflict
  • Day 12 Project development: Identification of project; Developing business case; Developing project plan
  • Day 13 Study time ½ day. Presentation skills: Project review; Presentation skills; Presentation software
  • Day 14 Study day
  • Day 15 Health and Safety: Legislation requirements
  • Day 16 Project Development (½ day): Reviewing project progress; Developing project. Study time ½ day
  • Day 17 Presentation skills: Final practice day for presentations. Study time ½ day.
  • Day 18 Project presentations: Learner project presentations to employer audience* Presentations of certificates for unit examination achievements. *Time/duration dependant on cohort group size

last 24 hours

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