Admin Assistant / Report Writer Apprentice

As an Admin Assistant/Report Writer Apprentice, you’ll play a vital role in supporting their advisers and ensuring their client processes run smoothly. This is a fantastic opportunity to gain experience in financial services administration while developing your report writing and professional skills.

Prepare suitability reports and documentation for mortgage applications and financial advice cases Support advisers with client preparation and review packs Chase and upload documents from clients onto the system Input data into client management software Chase providers and lenders for case updates Input invoices and payments into the system Perform other general administrative tasks around the office

Training:

Level 3 Apprenticeship in Business Administration consisting of:

Level 3 Apprenticeship in Business Administration Level 2 Functional Skills in Mathematics (if applicable) Level 2 Functional Skills in English (if applicable)

You will be required to attend a half-day session with HBTC where you will work towards any functional skills (where needed) that you have to take. Additional off the job training will also be required as part of the Apprenticeship. There will also be an end point assessment.

Training Outcome:

After the Apprenticeship, there may be an opportunity for you to advance in the workplace or go on to higher education.

Employer Description:
Humba offers expert advice in both mortgages and financial planning, providing personalised solutions to meet customers' needs.

Working Hours :
Monday to Friday, between 9am - 5pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative