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: 14 Jun 2024

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

    05 Jul 2024

  • Date posted

    22 Apr 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

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.

The training you will be getting

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 to expect at the end of your 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.







YO18 7PJ

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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience


Apprenticeship Team


Apprenticeship standard

Business administrator

Level 3 (A level)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Before you apply

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