Apprentice Business Administrator
Key wealth management
SUNDERLAND (SR2 7DG)
Closes in 19 days (Thursday 17 July 2025)
Posted on 26 June 2025
Contents
Summary
We are looking for a business admin apprentice to join our team. The role requires a switched-on individual who is self-motivated and highly organised. Attention to detail, a high level of accuracy, fantastic customer service and communication skills are very important to be a success in this role. Training in this role will be provided.
- Wage
-
£13,741 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Business administrator (level 3)
- Hours
-
Monday to Friday, 9.00am to 5.00pm.
35 hours per week (with 1 hour lunch break per day).
35 hours a week
- Start date
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Monday 21 July 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
- Communicating over the telephone with clients, Providers and colleagues
- Managing email inboxes
- Organise and report data
- Use of spreadsheets
- Managing in-house computer systems
- Filing, scanning and archiving documents
- Answering incoming calls to the office
- Dealing with post
- Data entry
- Use of bespoke software
- Preparing files and supporting Advisors & Administration Team
- Any other admin duties as requested
Where you'll work
3-5 GRANGE TERRACE
SUNDERLAND
SR2 7DG
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
WOODSPEEN TRAINING LIMITED
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
More training information
Training will be provided online with access to a tutor and APTEM. No travelling will be required for training.
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
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Logical
- Team working
- Initiative
- Non judgemental
- Patience
- Motivated
About this company
Established in 2001, the team at Key Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses in Sunderland and the surrounding area. We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Key Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
After this apprenticeship
Following the apprenticeship, there may be the opportunity for a more permanent position within the organisation or further development opportunities.
Ask a question
The contact for this apprenticeship is:
WOODSPEEN TRAINING LIMITED
Matthew Connell
matthew.connell@woodspeentraining.co.uk
The reference code for this apprenticeship is VAC1000328116.
Apply now
Closes in 19 days (Thursday 17 July 2025)
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After signing in, you’ll apply for this apprenticeship on the company's website.