Business Administration Apprenticeship - Financial Department ELEVATION WEALTH MANAGEMENT LIMITED

This is an exciting apprenticeship program in business administration. Join us to gain hands-on experience, essential skills, and qualifications while working alongside professionals. As part of our team, you'll be involved in integrating acquired practices, ensuring a seamless transition and enhancing client experiences. Apply now to start career!

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 10 Jun 2024

Apprenticeship summary

  • Annual wage


    The employer will review your salary once in 3 - 6 month.

  • Working week

    Monday - Friday, 9.00am - 5.00pm.

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    17 Jun 2024

  • Date posted

    29 Apr 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

Your responsibilities will include:

  • Managing enquiries and communication with clients and providers
  • Handling post, updating records, and maintaining filing systems
  • Generating letters and assisting with reports and reviews
  • Obtaining and presenting quotations to advisers
  • Understanding platform operations and compliance processes
  • Managing applications and ensuring compliance
  • Maintaining diary and notes system
  • Ensuring compliance of files and documents
  • Fulfilling additional duties as assigned
  • Possess necessary knowledge and work towards acquiring basic administration and technical qualifications
  • Understand firm's administration and client service requirements
  • Ensure compliant provision of advice to clients as per firm's procedures Adhere to Financial Services and Markets Act 2000 and relevant FCA rules Follow firm procedures for compliance, TCF, T&C, and financial crime
  • Stay updated on product, legislative, and technical changes
  • Uphold ethical standards within the firm

The training you will be getting

  • Teaching and learning the skills, knowledge and behaviours within Business Administration
  • Level 3 Business Administration qualification upon successful completion of the apprenticeship

What to expect at the end of your apprenticeship

  • The company offers a full time progression on a successful completion.

Requirements and prospects

Desired skills and personal qualities

Administrative skills, Attention to detail, Communication skills, Customer care skills, IT skills, Number skills, Organisation skills, Presentation skills, Problem solving skills, Team working


GCSE or equivalent English (Grade 4 / C or above) Essential
GCSE or equivalent Maths (Grade 4 / C) Essential

Things to consider

Have you considered wages / hours / location?

About the employer

Elevation Financial Group (EFG), is a privately owned company which was formed in 2011, as a specialist National consolidator of Independent Financial Adviser (IFA’s) practices throughout the UK. Established by IFAs, EFG delivers bespoke solutions for IFA firms looking to sell their businesses either now or in the near future. EFG is ‘The IFA Integration Company’. Acquisition in our mind should mean integration. We will look to apply best practice methods that will only enhance the current client experience as well as harnessing processes that have made your firm the success that it is. Because EFG was established by IFAs, we properly understand how an IFA practice works. Appreciating the culture and operating methods of your business is key to a successful transitional stage.




Elevation House Marlin Office Village

1250 Chester Road ,

B35 7AZ

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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 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

Employer's Application Instructions

Please click on the link below to apply

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 10 Jun 2024