Business Administration Apprentice COLYER MANAGEMENT SERVICES LTD

You will be working alongside our advisers, collating client information, preparing illustrations, suitability letters and managing cases to completion, working with our internal processing systems. You will have the opportunity to expand your skill set and develop a career in the financial service sector.

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Closing date: 27 Oct 2023

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday between 9.00am to 5.00pm

    Total hours per week: 37.5

  • Expected duration

    18 Months

  • Possible start date

    13 Nov 2023

  • Date posted

    13 Sep 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

Duties for the Business Administration apprentice will include:

  • Communicating with clients in writing and over the telephone, in the UK and internationally
  • Protection of personal and business information
  • Checking compliance with financial service rules
  • Producing client information pack, and updating client records using computers and IT systems
  • Assisting with planning promotional events
  • Basic book keeping and managing stationery supplies and orders

You will be given full training on all areas and the relevant IT systems, so proficient IT skills are helpful, along with a good standard of English and maths.

You will learn from onsite mentors and will be given full support to achieve your apprenticeship.

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

Level 3 Business Administrator apprenticeship standard:

This is an Advanced Apprenticeship in Business Administration and will include a combination of on and off the job training in the workplace. You will have monthly mentoring and guidance at work from a Craven College Learning & Development Advisor and monthly online seminars.

After approximately 18 months you will be entered to undertake an End Point Assessment, to complete your apprenticeship.

What is the expected career progression after this apprenticeship?

On completion of the program, the apprentice will have the opportunity to obtain permanent employment and further training to enhance their skills and increase their responsibilities.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Team working, Initiative


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

About the employer

Colyer Management Services is a thriving wealth management practice based between Pickering and Scarborough. They provide investment and wealth management services to a large portfolio of high-end clients. Please take a look at their website for further information.







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Training provider



Apprenticeship Team


Apprenticeship standard

Business administrator

Level 3 (A level)

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