Business Administration Apprentice

What you’ll be doing:

• Welcoming clients and ensuring a professional, friendly first impression

• Answering calls, taking and passing on messages

• Managing the CRM system, including updating client records and matching fees

• Preparing pre-meeting documents such as valuations and illustrations

• Scheduling and following up client appointments

• Handling incoming post and scanning documents to client files

• Assisting with quarterly client mailings

• Distributing emails received through the company website

• Supporting the Customer Relations Manager with client suitability reports after annual reviews

Training provided:

• Level 3 Business Administrator Apprenticeship Standard

• Functional Skills in maths and English (if required)

• Training delivered in the workplace

Requirements:

• GCSEs (or equivalent) in maths and English (grades 4–9)

• Strong IT skills (Word, Excel, Outlook) – training will be given

• Excellent communication and organisation skills

• Ability to work as part of a team and use initiative

• High attention to detail

Future prospects:

• Opportunity to secure a permanent position and progress within the business after completing the apprenticeship

About the employer This organisation provides expert financial advice on pensions, savings, investments, insurance, and mortgages. They pride themselves on being approachable, professional, and committed to building long-lasting client relationships.