Business Administration Receptionist Role Apprentice M B CAPITAL LTD

All placements will gain an in-depth knowledge of an entry level administrative role within private client stockbroking. They will gain the skills and insight to perform the support role as well as the understanding of the path and appropriate qualifications that are needed to become a qualified stockbroker.

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Closing date: 15 Jul 2024

Apprenticeship summary

  • Annual wage


    The company can we give a range, for example £12k - £16k.

    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday - Friday, 9.00am - 4.00pm

    Total hours per week: 37.5

  • Expected duration

    20 Months

  • Possible start date

    20 Jul 2024

  • Date posted

    16 May 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day


  • First point of contact for incoming phone calls
  • Calling companies and clients we work with to connect team members
  • Provide administrative support for the team
  • Conduct business according to MB Capital business principles
  • Provide support for the front office team

Key activities:

  • Administrative support helping the team organise their workload
  • Answering and directing phone calls to the right team members
  • Collecting client information and updating CRM system

Skills required:

  • Strong IT skills
  • Working knowledge of Microsoft office
  • Ability to work under own initiative
  • Ability to communicate at all levels both face to face and on the phone
  • A desire to understand the processes within a financial services company

The training you will be getting

You will achieve your Level 3 Business Administration qualification.

Training schedule has yet to be agreed. Details will be made available at a later date.

A 100% tailored training and assessment program will be delivered to support you throughout your Apprenticeship, (18-months including endpoint assessment) topics covered include:

  • The Organisation
  • Value of their skills
  • Stakeholders
  • Relevant regulation
  • Policies
  • Business Fundamentals
  • Processes
  • External environmental factors
  • IT
  • Record and document production
  • Decision making
  • Interpersonal skills
  • Communications
  • Quality
  • Planning and organisation
  • Project management

You may need to complete level 2 maths and English Functional skills (if you cannot evidence prior grades).

What to expect at the end of your apprenticeship

  • Flexibility to support the apprentice in the direction they wish to grow including obtaining industry recognised qualifications.

Requirements and prospects

Desired skills and personal qualities

Attention to detail, Organisation skills, Customer care skills, Administrative skills, Number skills, Team working


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

About the employer

MB Capital is an IFA and a Wealth Manager that has been established for 15 years, based in the City of London. We enjoy being able to build portfolios in-house from individual holdings, which can allow clients to increase their focus or diversity when investing. Clients can also benefit from the increased insight by talking directly to the wealth management team instead of the distanced approach an IFA may have investing in funds where there is no direct contact with the fund manager. As an independently-owned investment company our ambition remains exactly the same as it was when we started off in 2009: to fully serve each individual client. Our personal approach is embedded within our culture with the team in London enjoying working together and supporting each other.




St Magnus House 3 Lower Thames Street London


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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


Nicki Bevan

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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