Level 3 Client Services Apprentice Administrator

Summary

An opportunity to join an award-winning company with plenty of career potential. Join an established team in a supporting role to deliver excellent client service, and learn more about the financial services profession.

Wage

£15,000 a year

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Potential for 6-monthly discretionary bonuses.

Training course

Business administrator (level 3)

Hours

Monday to Friday, 9am-5:30pm

37 hours 30 minutes 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

As there will be a great deal of client contact, both in the office and particularly on the phone.

Assistance will be given with prioritising work, but one of the key qualities of the job is to demonstrate initiative.

Duties include:

Liaising with product providers to obtain quotations, etc.
Assisting Senior Administrators in the preparation of reports, etc.
Some technical research of products.
Database management.
Data Entry.
Answering telephone.
Greeting clients on arrival at office.
Typing.
Filing, photocopying and faxing.
Scanning documents for computer storage.
Co-ordinating post and mail, both in and out.
Liaising with other external organisations.
Monitoring the management's diary, making appointments, running a reminder system.
Other general office duties.
Directly reporting to Senior Administrators and Management.

Where you'll work

Anand Financial Architecture Ltd, Boundary House
Uxbridge
UB8 1QG

Training

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

College or training organisation

HRUC (HARROW, RICHMOND AND UXBRIDGE COLLEGES)

Your training course

Business administrator (level 3)

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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

Example: Apprentices will be required to attend college at least x1 day per week either at Uxbridge, Harrow or Hayes Campus completing necessary mandatory training and units associated with the apprenticeship.

The apprentice will be required to complete:

Work towards gaining a full Qualification.
Employment Rights and Responsibilities.
Skills, Knowledge, and Behaviours.
Standard and End Point Assessment.
Functional Skills in English, Maths, and ICT (if required).

Other training will be provided by the employer as required to enable the fulfilment of the job role.

Requirements

Essential qualifications

GCSE or equivalent in:

English (grade 4-9)
Maths (grade 4-9)

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

Other requirements

For the right, focused, candidate, the company offers a professional career path in financial services, having proven this with a previous apprentice who achieved being runner-up for 'Apprentice of the Year'. There will be at least £1,000 increase after finishing the apprenticeship. 20 days holiday in addition to public holidays.

About this company

Only a year after starting, the company was awarded "Best IFA in The Capital" by the Evening Standard newspaper, and since then the company has continued to add to its achievements. Please see our 'Award Winning Advice' page for details of our awards and other unique credentials; for example, Bhupinder Anand has twice been awarded 'IFA of the Year'. Our team of specialists and experts, supported by qualified administrators, all share the enthusiasm of being one of the UK's Best Independent Financial Advisers. Our advisers have an average of at least 25 years’ experience in the Financial Services Profession.

After this apprenticeship

This is a good opportunity for someone who shows 'initiative and capability to 'move up the ranks' as the company grows and more advisers and support staff are recruited. The career path could then continue in a variety of directions, depending upon the candidate's desires ¬- e.g., office administration, P.A. to an adviser, advising clients, etc. Assistance will be given towards further qualifications in financial services, where appropriate.

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