Business Admin Apprenticeship

Summary

VQ Solutions are seeking a motivated, organised and personable individual to join Jones and Partner Financial Planning. Gaining hands-on experience whilst supporting key administrative functions and delivering high-quality services to clients, this is a fantastic opportunity for someone aspiring to work in financial services.

Wage

£18,000 a year

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Training course

Business administrator (level 3)

Hours

Monday - Friday between 09:00 - 17:00.

37 hours 30 minutes a week

Start date

Monday 18 August 2025

Duration

1 year 1 month

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

Shadowing the adviser, visiting clients
Completing client files
Managing and inputting client data
Producing cash flow models for clients
Client interaction

Where you'll work

1 CARDALE RARK
BECKWITH HEAD ROAD
HARROGATE
HG3 1RZ

Training

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

College or training organisation

VQ SOLUTIONS LTD

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

You will work towards an Advanced Level 3 Business Administration Apprenticeship, delivered by VQ Solutions. You will have a dedicated VQ Mentor and will also be supported internally by your manager. During this apprenticeship, you will develop a portfolio, attend workshop sessions and have regular reviews. The best part? All apprenticeship work will be completed during working hours.

Requirements

Essential qualifications

GCSE in:

Maths and English (grade Minimum C/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
IT skills
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Number skills
Team working
Initiative
Non judgemental
Good time management
Flexibility
Ability to prioritise

Other requirements

Due to the nature of this business, a high level of discretion is both expected and essential.

About this company

Jones and Partners is a growing financial advisory firm based in Harrogate, offering expert financial planning. With a focus on personal service and long-term relationships, the firm helps clients plan for a secure and successful future through clear, tailored advice.

After this apprenticeship

The majority of our apprentices are offered full-time employment upon the successful completion of their apprenticeship. With this position, there is the opportunity to progress to become a qualified paraplanner or a financial advisor.

Ask a question

The contact for this apprenticeship is:

VQ SOLUTIONS LTD

Recruitment Team

recruitment@vqsolutions.co.uk

01423 740006

The reference code for this apprenticeship is VAC1000323991.

Apply now

Closes on Friday 15 August 2025

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