Business Support Administration Apprentice
FIRST XTRA FINANCIAL SERVICES LIMITED
Newbury (RG14 2PZ)
Closes on Thursday 31 July 2025
Posted on 10 June 2025
Contents
Summary
We are a financial services company providing high quality advice to clients on mortgages and insurance. We are successful because we are very client focused, give an excellent service to our clients and look after our team! We are looking to train and support an Apprentice Administrator to assist our friendly team of experienced administrators.
- Wage
-
£16,000 a year
Check minimum wage rates (opens in new tab)
• Participation in our Quarterly bonus scheme • Participation in our Quarterly team incentives • Salary reviewed after successful completion of apprenticeship
- Training course
- Business administrator (level 3)
- Hours
-
8.45am - 5.15pm (1-hour for lunch)
Monday to Friday plus a min of 1-Saturday per month after a qualifying period
37 hours 30 minutes a week
- Start date
-
Monday 1 September 2025
- Duration
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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
Daily duties will include:
- Answering the telephone
- Telephoning mortgage and insurance companies for updates on clients’ applications
- Providing updates to clients by email and telephone
- Updating the client computer database
- Providing support to our team of financial advisers
- Completing online applications for mortgages
- Providing support to the team of administrators
Where you'll work
The Pavilion
Newbury Business Park, London Road
Newbury
RG14 2PZ
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
WEST BERKSHIRE TRAINING CONSORTIUM
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
The successful candidate will work towards the Level 3 Business Administrator Apprenticeship Standard. This will involve one day a month group training at our centre in Newbury, and a 1-1 monthly training and review meeting with their training consultant.
Functional skills English and maths Level 2 will be delivered through weekly sessions if required at our training centre in Newbury.
Requirements
Desirable qualifications
GCSE or equivalent in:
maths (grade 4 /C)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
- Customer care skills
- Team working
- Confident
- Outgoing Personality
Other requirements
If you are waiting on exam results, please use your predicated grades.
About this company
Firstxtra Financial Services is a long established, successful family owned business with professional advisers covering the UK with the head office in Newbury, Berkshire. Firstxtra has been trading for over 20 years with a team of highly skilled and enthusiastic professional advisers and administrators who specialise in mortgages and protection insurance. Our philosophy is to provide the highest level of customer service and advice to all our clients. We are very proud of our advice and service and this is reflected in the number of repeat customers that we have, and from the number of customer recommends and testimonials that we receive on a regular basis.
After this apprenticeship
On going training and personal development are encouraged and supported.
Ask a question
The contact for this apprenticeship is:
WEST BERKSHIRE TRAINING CONSORTIUM
Rachel Eaves
rachel@wbtc-uk.com
07922 426414
The reference code for this apprenticeship is VAC1000325188.
Apply now
Closes on Thursday 31 July 2025
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