Business Administrator Apprentice

Summary

We work primarily with wealth clients managing a variety of investments from ISAs to pensions. In addition, we also have qualified mortgage advisers within the company. With over 40 years of industry experience Help for Wealth offers a unique experience to learn the basics of the financial services industry with lots of opportunity for growth.

Wage

£11,778 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

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Training course

Business administrator (level 3)

Hours

Monday - Friday Shifts to be disclosed

30 hours a week

Start date

Monday 1 September 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

Contacting providers to obtain valuations for clients, this can be over the phone, via email or via an online portal.
Contacting clients to make appointments for upcoming reviews and scheduling them in based on the Advisor’s availability.
Updating the valuation spreadsheet with up to date values.
Checking clients ID is still valid.
Preparing a review spreadsheet with values specific to each client based on a template.
Gathering Factsheets, Key Information Documents and Fair Value Assessment documents from providers.
Printing documents ready for review and liaising with the Advisors to ensure all documents are in a file and ready to be presented.
Updating client fact finds as per the notes from the review meeting.
Completing the post review letter.
Chasing commissions to ensure that payment is being received for all ongoing cases.
Handling the office post.
Transposing notes from a Dictaphone where necessary.
Dealing with general enquiries and answering the phone.
Updating Microsoft Teams Planner.

Where you'll work

WYRESDALE ROAD
GOLGOTHA
LANCASTER
LANCASHIRE
LA1 3JQ

Training

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

College or training organisation

LANCASTER AND MORECAMBE 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

This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

More training information

Level 3 Business Admin Apprenticeship Standard.
Relevant training will be provided through Lancaster and Morecambe College.
Functional Skills may be required if entry requirements not met.

Requirements

Essential qualifications

GCSE in:

English (grade 4)
Maths (grade 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
Attention to detail
Customer care skills
Administrative skills
Initiative

About this company

Established in 2016, we are backed by over 40 years experience in the financial services industry. Our aim is to give our clients a personal, professional service they can trust, as we continue to help clients past, present and future with their financial planning needs. We offer holistic financial planning to help clients make sense of an ever more complicated financial world. Whilst being a small company, we are backed by a large and comprehensive support network. As apart of the 2plan network, Help For Wealth is able to draw on the support of expert experience and knowledge within the financial sector, polishing the service we can provide to clients.

After this apprenticeship

We are keen to find an apprentice who fits in well with the team and would ideally want someone who would be with us for the long run. There are opportunities to grow and qualify further depending.

Ask a question

The contact for this apprenticeship is:

LANCASTER AND MORECAMBE COLLEGE

Charlie Helme

c.helme@lmc.ac.uk

01524 521483

The reference code for this apprenticeship is VAC1000327781.

Apply now

Closes on Sunday 31 August 2025

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After signing in, you’ll apply for this apprenticeship on the company's website.

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