L3 Business Administration Apprenticeship at Lynas Vokes Holbeach

 Assisting with general administrative tasks such as answering calls, managing emails, and maintaining filing systems  Scheduling appointments and managing client communications Supporting financial advisers with client paperwork and documentation Maintaining client records and updating a back office system Preparing and processing forms and documents Ensuring the office runs smoothly with day-to-day administrative support Meet and Greet Clients attending the office for meetings

Training:
The training will take place at Lynas Vokes, with the assessor visiting every 4-6 weeks

Training Outcome:
Once the initial business and administration qualification is completed the suitable candidate will then be offered the opportunity to partake in Financial Services Qualifications. This will allow them to pursue a long-term career in Financial services whether that be Paraplanning, Advising, Administration or Compliance – we aim to support and nurture talent, there really are no glass ceilings!

Employer Description:
Lynas Vokes has been successfully offering financial advice to clients since 1972. The company was started by Jamie Gordon with the sole aim of providing the most suitable wealth management solutions to clients. As an independent wealth management business, Lynas Vokes can develop and implement comprehensive financial plans for all clients. The team is highly qualified and has years of expertise in their respective fields. Lynas Vokes currently serves over 1600 clients and manages £175 million worth of assets. We’re regulated by the Financial Conduct Authority and are a trusted financial planning firm. We have a 4.8/5 rating on VouchedFor, earned solely through independent reviews. We offer advice relating to investment strategies, pension, tax and estate planning, as well as both life and health insurance. We also have a comprehensive mortgage service, specialising in all client types from first time buyers and home movers to buy-to-let. For businesses, we offer corporate financial planning covering group pensions, corporate insurance, financial planning and employee benefits.

Working Hours :
Monday to Friday 9am-5pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience,Literacy Skills,Full UK Driving licence,Competent in Microsoft Word,Competent in Microsoft Excel,Competent in Microsoft Outlook