Business Administrator Apprentice KEY FINANCIAL PLANNING LIMITED

At Key Financial Planning who are a financial services practice based in Sutton Coldfield you will be joining their team to assists with all aspects of administration. You will also be working towards a business administrator level 3 apprenticeship.

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Closing date: 16 Jun 2023

Apprenticeship summary

  • Annual wage


    Pay and performance reviews will be regular and pay rises can be offered.

  • Working week

    Monday - Friday (9am to 5pm) 30 minute break

    Total hours per week: 37.5

  • Expected duration

    18 Months

  • Possible start date

    19 Jun 2023

  • Date posted

    07 Feb 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

Your duties at Key Financial Planning will include:

  • To be the first point of contact for all external telephone enquiries
  • To monitor and respond to emails
  • To be responsible for opening all incoming post including scanning and distributing where necessary
  • To support the client relationship team with general correspondence and communication to internal and external contacts
  • To upload correspondence to back office system
  • Provide general administrative support
  • To work collaboratively with the wider business and support the work of advisers and support staff

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

  • Business Administrator Level 3 Apprenticeship
  • 20% off the job training
  • Maths and English functional skills if required
  • End point assessment 

What is the expected career progression after this apprenticeship?

A full time position will be offered upon successful completion of the apprenticeship. 

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Problem solving skills, Administrative skills, Number skills, Team working, Initiative, Patience


GCSE or equivalent English and math's (Grade A* - C or 4-9) Desired

About the employer

Key Financial Planning was created with an ambition to provide a truly holistic financial planning service. We are here to help understand how a piece of advice benefits long term financial goals. We are committed to ensuring our advice remains appropriate against a backdrop of a multitude of changes.




Unit 7 Trinity Place

Midland Drive

Sutton Coldfield

B72 1TX

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Training provider



Harrison Baker

Apprenticeship standard

Business administrator

Level 3 (A level)

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