Business Administrator Apprenticeship

NKT FINANCIAL SOLUTIONS LTD

Newmarket (CB8 8EQ)

Closes in 27 days (Wednesday 17 September 2025)

Posted on 20 August 2025


Summary

NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages. We believe in building long-lasting client relationships and in being friendly, approachable and professional.

Training course
Business administrator (level 3)
Hours
Monday - Friday (9am-5pm) - 1-hour lunch break

35 hours a week

Start date

Friday 26 September 2025

Duration

2 years

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

The Business Administrator role will be instrumental in managing and enhancing customer relationships within the financial sector. The role aims to ensure customer satisfaction by delivering exceptional customer service. The Business Administrator will provide support to three financial advisors. This position is crucial for maintaining the company's reputation and fostering loyalty among clients.

Key Responsibilities:

  • Responsible for the reception area, including greeting clients and providing a positive and welcoming experience
  • Answering the telephone, taking and passing on messages by email
  • Managing and monitoring the sales force database which includes matching fees to clients on the CRM system
  • Preparation of pre-meeting documentation which includes creating client valuations and illustrations as directed by the advisers
  • Managing client appointments including scheduling and follow up as appropriate
  • Handling client post and scanning documents to their files
  • Management of quarterly bulk client mailing
  • Management and distribution of company emails received through our website
  • Assist our Customer Relations Manager in the preparation of client’s periodic suitability reports following their annual reviews

Where you'll work

5 The Rookery
Newmarket
CB8 8EQ

Training

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

Training provider

WEST SUFFOLK 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

The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification.

Requirements

Essential qualifications

GCSE or equivalent in:

Maths and English (grade 4-9)

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
  • Organisation skills
  • Team working
  • Initiative
  • Attention to detail
  • Customer care skills

Other requirements

This vacancy will require the successful applicant to be comfortable in using Microsoft Office, Word, Excel and Outlook although full training will be given. The work will be computer based for most of the day.

About this employer

NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages.

After this apprenticeship

Career progression possible in time to other more experienced roles within the company for example Customer Relations Co-ordinator.

Ask a question

The contact for this apprenticeship is:

WEST SUFFOLK COLLEGE

The reference code for this apprenticeship is VAC1000338200.

Apply now

Closes in 27 days (Wednesday 17 September 2025)

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