Apprentice Office Administrator
LEO ALEXANDER WEALTH & FINANCIAL MANAGEMENT LTD
Sheffield (S10 3AA)
Closes in 13 days (Wednesday 13 May 2026 at 11:59pm)
Posted on 29 April 2026
Contents
Summary
Performing administration duties to ensure clients are confident, capable and informed about their investment and financial choices. Demonstrating a high standard of professional presentation and conduct and enjoying both variety and being part of a vibrant team; you will develop your office, excel and database skills in this busy environment.
- Wage
-
£16,000 a year
- Training course
- Business administrator (level 3)
- Hours
-
Monday - Friday, 9.00am - 5.00pm.
37 hours 30 minutes a week
- Start date
-
Wednesday 1 July 2026
- Duration
-
1 year 6 months
- Positions available
-
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
- Telephone handling - internal & external
- Data Entry
- Document scanning, copying and archiving
- General administration duties
- Excel Spreadsheet work
- Working as part of a team to achieve deadlines. Developing relationships with key stakeholders
- Compliance with the firm’s policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, FCA guidelines, whistleblowing and vulnerable clients’ policies. Client data is held securely, and Data Protection considerations are complied with
- Carrying out other tasks as required
- Adhere to and conduct the firm’s appraisal, holiday approval and absence and general conduct procedures
- Comply with all reasonable requests from the senior team
- Responsible for ensuring all office duties are carried out to required standards
- Responsible for ensuring all office equipment is used for required purposes only and to the correct standard
Where you'll work
244 Fulwood Road
Broomhill
Sheffield
S10 3AA
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SHEFFIELD COLLEGE, THE
Training course
Business administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
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.
Training schedule
- Level 3 Business Administrator Apprentice Standard
- Functional Skills in maths and English, if required
- Includes End Point Assessment
- 1 day per month college attendance or online sessions at Sheffield College City Campus
Requirements
Essential qualifications
GCSE in:
- English (grade 4/C)
- Maths (grade 4/C)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
- Non judgemental
- Patience
- Personable
- Confident telephone manner
Other requirements
Employment offer is subject to a successful Disclosure and Barring Service (DBS) check. Candidates will also ensure they have sustainable transport to reach our location: Leo Alexander Wealth & Financial Management Limited, 244 Fulwood Road, Broomhill, Sheffield, S10 3AA
About this employer
LAWfm was established in June 2010 and provide more than the usual IFA service . This is because we are Discretionary Investment Managers and also provide financial advice. We aim to provide effective investment management and financial planning on behalf of our clients and in line with their objectives and aspirations. LAWfm believes that the best growth strategy is to provide a high level service that encourages existing clients to recommend us to their friends, colleagues and family. Our team have managed investments on a discretionary basis since 1994 and have provided comprehensive financial advice for 25 years. Our Senior Investment Manager spent nearly a decade at one of the largest law firms in the UK.
After this apprenticeship
- Sustainable employment is subject to review of performance after completion of the apprenticeship programme
Ask a question
The contact for this apprenticeship is:
SHEFFIELD COLLEGE, THE
The reference code for this apprenticeship is VAC2000028978.
Apply now
Closes in 13 days (Wednesday 13 May 2026 at 11:59pm)