Team Support Apprentice

Summary

A team support role, as part of our private client team at Becketts. This role will provide administrative support to the private client team, to ensure that they have timely and accurate information. This role ensures that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems.

Wage

£21,840 a year

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The salary will be reviewed upon passing the level 3 apprenticeship.

Training course

Business administrator (level 3)

Hours

Monday to Friday, 9.00am - 5.00pm, with an unpaid hour break for lunch.

35 hours a week

Start date

Monday 7 July 2025

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

Inputting data onto our IT systems.
Undertake scanning and ensure information is in the right place.
Collate and prepare information for client meetings.
Data and policy analysis.
Undertake post-client review work in accordance with a checklist.
Liaise with the team regarding reviews that are due each month.
Complete anti-money laundering checks.
Generate Policy information request letters.
Provide general administrative support across the business as necessary, e.g. post; reception duties.
Take ownership of your own learning and development.

Where you'll work

DETTINGEN HOUSE
DETTINGEN WAY
BURY ST EDMUNDS
IP33 3TU

Training

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

College or training organisation

W S TRAINING 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

Full on-the-job training will be provided, plus a Business Administration apprenticeship level 3 qualification.
The training will take place in the Bury St Edmunds office, with some training and networking, as part of the apprenticeship, off site.
A buddy will be allocated to help you settle in.
A 6-month training plan will be provided.

Requirements

Essential qualifications

GCSE in:

5 GCSE's including Maths and English (grade 5)

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
Analytical skills
Team working
Time management
Trustworthy

Other requirements

The individual will need to be able to drive, or have good public transport options to enable them to get to the offices in time to start work.

About this company

Becketts was established in 1988 and is recognised as one of the largest regional providers of financial advice to individuals and corporate clients. We have offices across the East of England and currently manage assets in excess of £1bn on behalf of our clients. We are very proud to have been certified as a B Corporation (B Corp). This means our business meets the highest standards of social and environmental performance, transparency and accountability. We hold the accreditation of Chartered Financial Planners, the most prestigious award in our profession, which means our clients enjoy the highest standards in our industry. A recent client survey revealed an average score of 9.6 out of 10. We are ranked as being one of the Top 100 Financial Firms in the UK by FT Advisor, a Financial Times publication, and Citywire’s New Model Adviser. We have also received a number of awards for our employee engagement, client satisfaction and innovation within financial services.

https://www.beckettinvest.com/ (opens in new tab)

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

There is a clear career pathway through the private client support team, with the next role being Financial Planner support. However, this qualification would stand you in good stead for other administration roles within Becketts.

Ask a question

The contact for this apprenticeship is:

W S TRAINING LTD.

The Apprenticeship Team

apprenticeships@wstraining.co.uk

01284 788005

The reference code for this apprenticeship is VAC1000324113.

Apply now

Closes in 18 days (Friday 27 June 2025 at 11:59pm)

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