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Apprentice Business Administrator - Wealth Management Northern Spire Limited

To provide administrative support to the practice to ensure that the Partner’s relationships between their clients can be optimised, and assist with the daily operation of the office.

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Closing date: 30 Oct 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday 9am - 5pm. 1 hour for lunch. Details to be confirmed.

    Total hours per week: 40.00

  • Expected duration

    18 months

  • Possible start date

    15 Nov 2022

  • Date posted

    22 Apr 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

To provide administrative support to the practice to ensure that the Partner’s relationships between their clients can be optimised, and assist with the daily operation of the office.

Key duties and responsibilities:

  • Obtain quotations from product providers and provide illustrations and product information to the Partner as required
  • Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale
  • Ensure that files are complete post-sale with all required client identification documentation and necessary application forms
  • Process applications accurately and record the required management information
  • Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
  • Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Partner
  • Prepare portfolio valuations as requested
  • Provide administration support to the Partner/Practice Manager as required
  • Support the day-to-day business operations within the Practice
  • Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
  • Attend and contribute to regular update meetings with the Partner/Practice Manager
  • Make travel bookings and travel arrangements as required for the Partner
  • Ensure office stationery/equipment is of sufficient quality, quantity and up to date
  • Maintain technical competence at an appropriate level to meet the requirements of the role
  • Maintain a good working relationship with colleagues, clients and third parties

Requirements and prospects

Desired skills

  • Excellent communication skills both written and oral
  • Good attention to detail
  • Professional approach
  • Work well under pressure
  • Good computer skills

Personal qualities

A team-player but who can work well alone with minimum supervision. 

Desired qualifications

GCSE in maths & English at 9-4/A*-C or equivalent.

Future prospects

Opportunity to progress and make a career in the financial services industry, various opportunities from paraplanning to becoming an Adviser, full support given to any person who wanted to undertake the industry R0 examinations.

Things to consider

Full support for any candidate looking to progress and undertake industry examinations.

The Apprenticeship National Minimum Wage guide (ANMW):

About the employer

We provide regular face-to-face advice and maintain long-term relationships with clients. We specialise in meeting the financial needs of people who have created more capital, or who earn higher than average incomes, and whose circumstances are therefore more complicated than average.


Northern Spire Limited



Defender Court



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Training provider


Applications for this apprenticeship are being processed by City of Sunderland College

  • Level 3 - Business Administrator Standard
  • Functional Skills if required 

Apprenticeship standard

Business administrator

Level 3 (A level)

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