Financial Services Administrator Apprentice Beals Mortgage and Financial Services Limited

Are you looking to build a long-term career in Financial Services? Then look no further! You will be gaining valuable workplace experience. You will liaise with providers to obtain updates on applicant status and proactively progress applications through to completion.

Sign in to apply

Closing date: 16 Oct 2023

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - Friday, 08:30am – 05:00pm. with a 1-hour lunch break. Time allocated for apprenticeship work.

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    17 Oct 2023

  • Date posted

    25 May 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

  • Liaise with providers to obtain updates on applicant status and proactively progress applications through to completion
  • Dealing with incoming emails, faxes, and post
  • Assisting financial advisers in preparation for client meetings
  • Gathering information from providers to assist in the pre-sales process
  • To ensure full compliance and accuracy of the business
  • Handling both inbound and outbound calls
  • Carry out initial case reviews and processing support to advisers and customers

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

Level 3 Business Administrator Standard, which includes:

  • Modules covering Skills, Knowledge, and Behaviours in Business
  • You'll have a personal tutor to guide you through your training
  • You will attend 1:1 sessions with your tutor every 2/3 weeks
  • End Point Assessment (online)
  • Occasional group classes with other learners
  • Functional Skills Level 2 in maths & English if required
  • Business Administrator Certificate from IFATE and City & Guilds

What is the expected career progression after this apprenticeship?

If the Apprentice proves to be successful with their duties, the role may be expanded once the apprenticeship is completed.

Beals have kept on previous apprentices, so it’s highly likely that a full-time position will be available within Financial Services!

Requirements and prospects

Desired skills and personal qualities

Communication skills, Organisation skills, Customer care skills, Knowledge of Microsoft Office, Time Management, Team Player, Confident Telephone Manner


GCSE or equivalent English (Grade Grade A*-D or 9-3) Desired
GCSE or equivalent Maths (Grade Grade A*-D or 9-3) Desired

Things to consider

The ability to drive would be an advantage due to the location of the office. However, the ability to drive is not essential.

About the employer

Beals Independent Estate Agents and Surveyors are a well-established local firm founded in 1995 with a dedicated business plan aimed at providing an unrivalled level of service over a wide range of property transactions. Their wealth of experience combined with local knowledge and expertise enables them to market all manner of properties across a wide spectrum, from starter homes to the grandest of country homes.


Beals Mortgage and Financial Services Limited





PO15 7FN

You must have JavaScript enabled to view a map of the location


Training provider



Lilly Spake

02380 004 210

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.