Financial Administrator Apprentice

3 weeks ago


Sheffield, United Kingdom Oyster Wealth Planning Ltd Full time

**About us**

Oyster Wealth Planning Ltd is a small business in Sheffield. We are agile, professional, innovative, and our goal is to work with High Net Worth Individuals and SME Directors in the surrounding counties as holistic Chartered Financial Planners.

Our work environment includes:

- Modern office setting
- Growth opportunities

Apprenticeship:
This role is accompanied by a Level 3 Apprenticeship of a Financial Services Administrator with a duration of 12 months. There is an opportunity to be supported through further qualifications at the end of this Apprenticeship.

Job Summary:
**Responsibilities**:

- Conduct financial planning and analysis to support decision-making processes
- Prepare detailed financial reports and statements
- Communicate effectively with internal and external stakeholders regarding financial matters
- Provide excellent customer service in handling financial queries and concerns
- Analyse financial data to identify trends and potential areas for improvement
- Utilise Microsoft Word and Excel for financial documentation and data analysis
- Demonstrate strong organisational skills in managing financial records and information

**Requirements**:

- Skilled in report writing
- Excellent communication skills to interact with various stakeholders
- Ability to analyse financial data accurately and draw meaningful conclusions
- Proficiency in Microsoft Word and Excel for financial tasks
- Strong organisational skills to manage multiple tasks efficiently
- Customer service-oriented approach
- Effective time management skills to meet deadlines and prioritise tasks efficiently

**Job Types**: Full-time, Apprenticeship

Pay: £6.48-£8.00 per hour

Expected hours: 35 per week

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Work Location: In person


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