Office Junior Apprentice

WHATELEY WEALTH MANAGEMENT LTD

BIRMINGHAM (B45 8AS)

Closes in 18 days (Wednesday 20 August 2025 at 11:59pm)

Posted on 29 July 2025

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Summary

As an Apprentice Office Junior, you will play a key role in supporting our daily operations. You will be responsible for general office duties, ensuring data accuracy, maintaining client files, and supporting compliance processes.

Wage

£15,000 a year

Check minimum wage rates (opens in new tab)

Training course
Business administrator (level 3)
Hours
Monday-Friday 9am-5pm

37 hours 30 minutes a week

Start date

Monday 1 September 2025

Duration

1 year 9 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

Key Responsibilities:

  • Carry out general office duties, including scanning, filing and post handling
  • Provide general administrative support to our administration team and advisers
  • Input and update client information accurately into our back-office system
  • Maintain and organise electronic and paper-based client files
  • Ensure all files are complete and compliant with internal procedures and regulatory requirements.
  • Liaise with product and service providers regarding client requests and documentation.
  • Support advisers and administrators with administrative tasks as required.
  • Ensure confidentiality and data protection compliance at all times.

Where you'll work

3 PARSONAGE DRIVE
COFTON HACKETT
BIRMINGHAM
B45 8AS

Training

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

Training provider

SOUTH & CITY COLLEGE BIRMINGHAM

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.

Training schedule

You will attend our Digbeth Campus one day a week on a Wednesday 9am-5pm. You'll be working towards a Level 3 Business Administrator apprenticeship standard.

Requirements

Essential qualifications

GCSE in:

  • English (grade 4/C Above)
  • IT (grade 4/C Above)
  • Maths (grade 4/C Above)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Presentation skills
  • Administrative skills
  • Team working
  • Creative
  • Initiative
  • Non judgemental

About this employer

Whateley Wealth Management is a specialist firm dedicated to helping clients achieve financial peace of mind. We offer access to a wide range of financial products and services, guiding individuals through complex financial decisions to help secure the future they deserve. As the financial landscape evolves, we remain committed to continually enhancing and refining the services we provide.

https://www.whateleywm.co.uk/ (opens in new tab)

After this apprenticeship

There may be a full time position available at the end of your apprenticeship 

Ask a question

The contact for this apprenticeship is:

SOUTH & CITY COLLEGE BIRMINGHAM

Jade Kellegher

jade.kellegher@sccb.ac.uk

The reference code for this apprenticeship is VAC1000332707.

Apply now

Closes in 18 days (Wednesday 20 August 2025 at 11:59pm)

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