Business Administration Apprentice (Finance) - Luminar Paraplanning LTD
LUMINAR PARAPLANNING LTD
Nottingham (NG10 5HW)
Closes on Wednesday 10 September 2025
Posted on 8 August 2025
Contents
Summary
Luminar Paraplanning provides outsourced support to financial advisers. We are looking for a Business Administration Apprentice to join the team. You’ll play a key role in supporting our operations, gaining valuable experience in a professional and fast-paced financial services environment.
- Wage
-
£14,918.80 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Business administrator (level 3)
- Hours
-
Working hours are: 9-5 or 8-4 - 37.5 per week
37 hours 30 minutes a week
- Start date
-
Monday 15 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
As a Business Administration Apprentice, you’ll support the day-to-day operations of the business, gaining valuable experience across a range of administrative and organisational tasks. Your duties will include, but are not limited to:
Creating and sending invoices to clients
Providing weekly client updates in a clear and professional manner
Contacting insurance providers to chase information and recording updates in file notes/templates
Managing the company inbox, allocating tasks to the paraplanning team, and responding to queries
Processing business through internal CRM systems and ensuring data accuracy
Drafting client communications, including letters and emails
Preparing meeting packs using internal systems and relevant documentation
Taking minutes during quarterly meetings and distributing them as required
Supporting with general office administration and ad hoc tasks as directed by management
Attending college sessions and completing all coursework and assignments on time
Where you'll work
11 Derby Road
Sandiacre
Nottingham
NG10 5HW
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
NOTTINGHAM COLLEGE
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
Business Administrator Level 3
Functional Skills in English and maths if required
21 months inclusive of 3 month EPA period
Monthly College attendance – one day per month Nottingham City Hub Campus
Please note that as this is an apprenticeship standard you will be required to sit an end point assessment.
Please click on the link below for more information regarding End Point Assessment:
https://www.instituteforapprenticeships.org/apprenticeship-standards/business-administrator-v1-0
Requirements
Essential qualifications
GCSE in:
- English (grade 9-4)
- Maths (grade 9-4)
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
- Problem solving skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
- Patience
About this employer
At Luminar Paraplanning, we provide expert outsourced paraplanning support to financial advisers, helping streamline their advice process and ensure compliance with regulatory standards. Our team specialises in crafting high-quality suitability reports and compiling all necessary documentation for case submissions. By handling the technical and administrative aspects of financial planning, we enable advisers to focus on building strong client relationships and delivering exceptional advice. Whether you need ongoing retained services or assistance with complex cases, Luminar delivers reliable, compliant, and efficient paraplanning tailored to your business needs.
After this apprenticeship
There is scope for progression for the right candidate, who wishes to move into a full administrator role and/or paraplanning role in the future.
Ask a question
The contact for this apprenticeship is:
NOTTINGHAM COLLEGE
The reference code for this apprenticeship is VAC1000336351.
Apply now
Closes on Wednesday 10 September 2025
Sign in with your GOV.UK One Login to apply.