Financial Services Business Admin Apprentice

Summary

The main purpose of this role is to provide a dedicated administrative support service to the Financial Services Consultants. Working alongside the Consultants and Client Support Executive team to deliver a high standard of service whilst undertaking a Level 3 Business Admin qualification under a work based learning apprenticeship scheme.

Wage

£14,918.80 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

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We are passionate about growth and aim to provide every employee with a clear development plan, with regular reviews that enable them to reach their career goals.

Training course

Business administrator (level 3)

Hours

Monday - Friday, Shifts to be confirmed.

37 hours 30 minutes a week

Start date

Tuesday 16 June 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

Working alongside the Consultants and Client Support Executive team to deliver a high standard of service.

This includes:

Processing letters of authority
Actioning and acknowledging client queries
Processing withdrawals
Valuations
Liaise with 3rd party providers
Preparing client meeting packs
Processing of Death cases
Business processing
Supporting the team in writing basic reports
Take ownership of tasks , ensuring they are completed accurately, within expected deadlines, and the highest standard
Amending Client details - i.e. Change of address, change of name etc.
Maintaining data on Intelligent Office (CRM system) for all clients and reviewing consultant's client records to ensure these are kept accurate and up to date, to include contact details and review dates
Working closely with Consultants & Client Support Executive team ensuing together you provide a seamless service to the client
Update Consultant and Client on progress of cases
Daily contact with Consultants
Processing relevant documentation.
Input and maintain information to ensure internal systems and files are kept up to date and in the relevant place
To liaise directly with clients, solicitors and professional deputies via telephone, email and written correspondence
Manage the departments incoming and outgoing mail
Scanning, photocopying, filing of client related documents
Recording and processing client's cheques
Preparing and sending out invoices
Manage smaller pieces of work to completion, either standalone or as part of larger projects to support achievement of business objectives
Assist in maintaining guides and procedures

Person specification:

Knowledge and experience:

Experience in using standard MS office software products including Excel, Word and Outlook
Experience of providing administrative support in a busy office environment

Skills and abilities:

Ability to communicate effectively with a wide range of people including legal representatives
Excellent diary management, planning and organisational skills
Proven ability to work on own initiative
Ability to communicate effectively both orally and in writing
An excellent team player with an adaptable and flexible approach to work
Ability to build and develop effective working relationships at all levels
Have a keen eye for detail and an exceptional level of accuracy when producing documents and inputting data
Ability to understand and interpret complex information

Where you'll work

Frenkel House 15 Carolina Way Salford
Manchester
M50 2ZY

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SALFORD CITY COLLEGE

Your 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.

Your training plan

Level 3 Business Administrator Apprenticeship, this will be a work based learning course with no day release at college required
You will be allocated 6 hour per week to undertake apprenticeship training

More training information

Apprenticeships at Salford City College will be your training provider

Requirements

Essential qualifications

GCSE in:

Maths & English (grade A* - C / 9 - 4)

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

Skills

Communication skills
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Initiative
Self-motivation & drive
A desire to support clients
Enthusiatic
Flexible

Other requirements

General responsibilities: This job description is current at the date shown, but in consultation with you, it is liable to variation by management to reflect or anticipate changes in or to the job. It is expected the post holder will when be required, undertake other duties commensurate with the post and salary grading if required. Duties may involve having access to information of a confidential nature that may be covered by the Data Protection Act, be commercially sensitive or relate to client information. In such circumstances, confidentiality must be maintained at all times in accordance with the company policies. If you are unclear at any time, please refer to your line manager. Undertake all reasonable personal development actively designed to support you in your role.

About this company

About Frenkel Topping Group (FTG) At FTG are believe in living our values every day. We are committed to our values as set out below and if you share our value and passion and are looking for a rewarding career where you can make a difference, then we invite you to join our team. • Give it heart – we’ve built an army of passionate and empathetic people who go the extra mile for their clients and team. • Show resilience – as individuals and a team we’re inspired by our clients who show resilience every day. Our agility, our work ethic and our appetite for problem solving means we always find a way. • Make it easy – We’re pro-active and responsive and go above and beyond to make our client’s lives easier. • Act with integrity – We do what we say we’ll do and we do it with great care and expertise. We are proud of our clients people and we honour the trust they put in us by delivering outstanding service and creating an amazing place to work. • Respect – we treat our client and each other as individuals and we take the time to walk in that person’s shoes to understand how we can provide support. • Think differently – we connect communities, champion collaboration in our industry and we’re big on learning and development. We’re big believers in nurturing grassroot talent. Frenkel Topping Group is an equal opportunities employer that is committed to diversity and inclusion in the workplace. Frenkel Topping Group is proud to be Disability Confident Committed. If you are invited to an interview, please let us know if you require any reasonable adjustments during the recruitment process that will allow you to perform to the best of your ability.

https://www.frenkeltopping.co.uk/ (opens in new tab)

Company benefits

Fantastic benefits including private healthcare, flexible working opportunities, cycle to work scheme, company events, employee recognition and more!

After this apprenticeship

We are passionate about growth and aim to provide every employee with a clear development plan, with regular reviews that enable them to reach their career goals

Ask a question

The contact for this apprenticeship is:

SALFORD CITY COLLEGE

Abbie Thomson

abbie.thomson@salfordcc.ac.uk

07712512584

The reference code for this apprenticeship is VAC1000321078.

Apply now

Closes in 19 days (Friday 6 June 2025 at 11:59pm)

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