Administration Apprentice (Property Team)



Closes in 5 days (Tuesday 30 July at 11:59pm)

Posted on 3 July 2024


A Level 3 Administration Apprentice is required. A chance to work with a specialist financial services company in the self-invested pensions sector. This could possibly lead to preparing for advancement to positions including senior administrator, mortgage adviser and financial adviser roles upon completion of apprenticeship. Duties include: reconciliation of client bank accounts and maintenance of client databases.

Annual wage
£20,800 a year

Minimum wage rates (opens in new tab)

The pay may be negotiated and may rise after a probation period has been successfully completed.

Training course
Business administrator (level 3)
9am – 5pm Monday – Friday (1 hour unpaid lunch).

35 hours a week

Possible start date

Sunday 1 September


1 Year 6 Months

Positions available



As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

  • Level 3 Business Administrator Apprenticeship Standard.

Where you’ll work







An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation


Your training course

Business administrator (level 3)

Equal to A level

Course contents
  • Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
  • Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
  • Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
  • Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
  • Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
  • Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
  • Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
  • Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
  • Your training plan

    This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.


    Essential qualifications

    GCSE or equivalent in:

    • Maths & English (grade 9 - 6 / A* - B)

    Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.


    • Communication skills
    • IT skills
    • Attention to detail
    • Customer care skills
    • Problem solving skills
    • Administrative skills
    • Logical
    • Team working
    • Initiative
    • Meet strict deadlines
    • Self-motivated

    Other requirements

    Personal qualities • Trustworthy • Reliable • Able to work both independently and within a team • Willing to learn • Enthusiastic • Punctual with attention to detail

    About this company

    Organon Trustees is a specialist provider of bespoke self-invested pension solutions to professional advisers and their High Net Worth clients. Organon is a well-established player in the self-invested pensions sector but retains an absolute commitment to providing a first class, professional but personal service in contrast to the often bureaucratic “call centre” approach adopted by many larger providers. (opens in new tab)

    After this apprenticeship

    We would be delighted to offer a full time post to a suitable candidates following completion of the Apprenticeship with excellent scope for career progression. Full support will be provided for further industry recognised qualifications.  

    Preperation for advancement to positions including senior administrator, mortgage adviser and financial adviser roles upon completion of apprenticeship.

    Key Learning Outcomes:

    • A broad understanding of the financial services sector

    • An understanding of the role of the appropriate regulatory bodies

    • The importance of relationship building with clients and colleagues

    • Understanding of processes and procedures relevant to the role

    • How to develop commercial awareness

    • Building skills and capabilities within an organisation

    Ask a question

    The contact for this apprenticeship is:


    Abbie Louise Thomson


    The reference code for this apprenticeship is VAC1000262406.

    Apply now

    Closes in 5 days (Tuesday 30 July at 11:59pm)

    When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.