Business Administrator Apprentice

SEEKER FINANCIAL PLANNING LIMITED

Norwich (NR3 1HF)

Closes in 28 days (Friday 19 September 2025 at 11:59pm)

Posted on 22 August 2025

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Summary

Working closely with Advisers providing one to one support on all aspects of business processing. You will liaise with clients, product providers and introducers on existing and new business via the telephone, email & letter. You will be extracting and analysing information and producing reports. Career progress and exam funding is available.

Wage

£18,000 a year

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The starting wage on offer for this role is £18,000 to £25,000

Training course
Business administrator (level 3)
Hours
Monday to Friday 9:00 – 17:30 with a 60-minute lunch.

37 hours 30 minutes a week

Start date

Wednesday 1 October 2025

Duration

1 year 5 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

The key tasks of the Administrator include:

  • The updating of client records from fact finds and meeting notes
  • Liaise with product providers, extracting and analysing details of existing pensions and investments to be transferred
  • Completing new business applications – to include preparation of illustrations and forms
  • Administering the withdrawal of funds
  • Completing fund switches/buys
  • Completing the administration of existing plans
  • Providing client valuations and review letters
  • Completing Cashflow Modelling
  • Completing fund and product research
  • Administering the risk profiling of clients
  • Completing suitability report preparation
  • Liaising with introducers, production of reports and ad hoc tasks to support sister companies within the group

Key Skills:

  • Previous experience in administration processes would be an advantage
  • Knowledge of pensions, investments and tax would be an advantage
  • You will be articulate, a good communicator and have excellent organisational skills
  • The ability to work within an established team structure
  • The ability to prioritise your workload
  • Hold a good attention to detail
  • Solid numeracy and literacy skills essential

Where you'll work

Samson & Hercules House
15 Tombland
Norwich
NR3 1HF

Training

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

Training provider

SKILLS EDGE TRAINING LTD

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

This training schedule 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

You will complete the Financial Services Administrator Level 3 apprenticeship standard

  • Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII CF1 study book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the CF1 exam from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals 
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional
  • R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge

Requirements

Essential qualifications

GCSE in:

Maths and English (grade 4/C or 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
  • Administrative skills
  • Team working
  • Articulate
  • Able to priortise
  • Numeracy and Literacy skills

Other requirements

Credit and referring checks will be completed for the successful candidate.

About this employer

Financial Planning – Investment and Pensions advice

http://www.seekerfinancial.co.uk (opens in new tab)

After this apprenticeship

  • Funding for industry exams
  • Development towards Advisor role
  • Development towards roles in sister companies (Mortgage and Specialist lending)

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

The reference code for this apprenticeship is VAC1000338447.

Apply now

Closes in 28 days (Friday 19 September 2025 at 11:59pm)

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