Apprentice Business Administrator CHAPEL WEALTH MANAGEMENT LLP

Great opportunity to work in finance/business administration. You will be responsible for ongoing client communications, client interaction and a wide range of administrative duties across all departments.

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Closing date: 06 Apr 2023

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - Friday, 9.00am - 5.00pm

    Total hours per week: 35

  • Expected duration

    13 Months

  • Possible start date

    10 Apr 2023

  • Date posted

    27 Oct 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

Duties and responsibilities to include:

  • Account support including diary management
  • Client communications/interaction via telephone, e-mail, or mail as appropriate
  • Receive and make telephone calls.
  • Receive and send emails.
  • Ensure client information is up to date
  • Act as first port of call for all incoming calls and/or taking accurate messages
  • Help welcome visitors to the office, i.e. show them to board room and provide refreshments
  • Managing files
  • Eventually move onto responding to day-to-day queries from clients relating to non-advice issues
  • Additional administrative duties

What training will the apprentice take and what qualification will the apprentice get at the end?

  • Full on-the-job and off-the-Job training will be delivered supported by our Training Provider – Davidson Training UK Ltd
  • All training will be carried out within the workplace during working hours
  • Business Administrator Apprenticeship Standard Level 3
  • Level 2 Functional Skills in English and mathematics (if you already do not hold the equivalent)
  • Full training will be given leading to a recognised Business Administrator Apprenticeship Standard

What is the expected career progression after this apprenticeship?

  • Full time position with great opportunities for development within the organisation and financial services

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Organisation skills, Team working, Good level of spoken English, Good telephone manner, Demonstrate independence, Confidence on the telephone, Good knowledge of Microsoft, Personable, Self-motivated, Proactive, Thinking outside the box, Mature attitude, Interest in financial services


GCSE or equivalent English (Grade 4-9) Essential
GCSE or equivalent Maths (Grade 4-9) Essential

Things to consider

Due to transport links it would be an advantage if you can drive or live within walking/cycling distance of the office. Poor grammar and spelling could result in the employer rejecting your application.

About the employer

Chapel Wealth Management has two decades of knowledge and experience, giving clients the confidence that their financial goals and aspirations are in safe hands.We are committed to nurturing long-term relationships with our clients and have built an enviable reputation on the quality of our advice and reliability of our service.







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Training provider



Gemma Barr


Apprenticeship standard

Business administrator

Level 3 (A level)

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