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Apprentice Business Administrator CROSBY MORTGAGE SOLUTIONS LIMITED

An opportunity to enter the financial services/legal industry at the ground floor. Duties will build to cover the whole range of administrative task within the business.

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Closing date: 20 Dec 2021

Apprenticeship summary

  • Monthly wage

    £902.50 - £1,000.00

  • Working week

    Monday - Friday, 09:00 - 17:30, with a 45-minute lunch break.

    Total hours per week: 37.50

  • Expected duration

    12 months

  • Possible start date

    21 Dec 2021

  • Date posted

    10 Dec 2020

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

Duties will include:

  • Opening/closing office
  • Welcoming visitors
  • Answering telephones
  • Processing applications
  • Dealing with printing and binding documents
  • Postage (including Post Office run)
  • Making appointments and managing adviser's diary
  • Producing quotations
  • Proofreading documents
  • Scanning
  • Filing
  • Leaflet delivery
  • Manning marketing stands, events, etc.
  • Banking
  • Monitoring stationery levels
  • Ad-hoc cleaning of office
  • Making vast amounts of tea

Requirements and prospects

Desired skills

  • Computer literate - ideally familiar with Microsoft Office, especially Word and Excel
  • Good IT skills
  • Good communication skills

Personal qualities

  • Professional in appearance and comfortable meeting new people
  • Clear speaking voice and good telephone manner
  • Able to work un-supervised and communicate if having any issues or queries
  • Conscientious and adhere to data protection act and client confidentiality
  • Trustworthy and responsible

Desired qualifications

GCSEs at grades C/4 or above (or equivalent) in maths and English.

If possible, A levels (or equivalent).

Future prospects

Either a career in financial services administration or the opportunity to train as and become a financial and/or estate planning adviser.

About the employer

Crosby based mortgage and estate planning business.





Brompton Avenue


L23 3BA

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Training provider


Applications for this apprenticeship are being processed by Asset Training & Consultancy Ltd


Ella Hudson 07944203292

Level 3 Business Administrator apprenticeship standard, which includes:

  • Level 2 Functional Skills in maths and English (if required)
  • End-Point Assessment (EPA)

Apprenticeship standard

Business administrator

Level 3 (A level)

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