Business Administration Apprentice – Financial Planning Industry
MASTERPLAN FINANCIAL LIMITED
Sutton Coldfield (B72 1TX)
Closes in 24 days (Monday 22 September 2025)
Posted on 28 August 2025
Contents
Summary
We are looking for a motivated and detail-oriented Business Administration Apprentice to join our team. This is an excellent opportunity to gain valuable office-based experience within the financial services sector, supporting mortgage advisors and investment planners, while developing transferable skills for a long-term career in.
- Wage
-
£16,087.50 a year
- Training course
- Business administrator (level 3)
- Hours
-
Mon - Thu 9 a.m - 5 p.m., Fri finish at 4 p.m. (30 min lunch)
37 hours 30 minutes a week
- Start date
-
Monday 29 September 2025
- Duration
-
1 year 3 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
- Provide administrative support to financial advisors and planners
- Accurately input and maintain client data using IT systems
- Handle confidential and sensitive financial information with discretion
- Prepare and process documentation for mortgages, pensions, and investment plans
- Assist with emails, phone calls, and general office tasks
- Support compliance and record-keeping in line with financial regulations
Where you'll work
Unit 8
Trinity Place, Midland Drive
Sutton Coldfield
B72 1TX
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
THE NVQ TRAINING CENTRE LIMITED
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
- Training Location:
Training will primarily take place at the workplace, supported by monthly face-to-face sessions with The Apprenticeship Centre’s tutor. No day release required. - Frequency of Training:
The apprentice will receive monthly one-to-one coaching sessions with their assigned tutor. They will also complete independent learning, assignments, and projects in between visits. - Off-the-Job Training Commitment:
As per apprenticeship requirements, the apprentice will complete 20% off-the-job training, which may include online workshops, completing set projects, shadowing colleagues, training courses, or work-based learning activities. - Programme Duration:
The Business Administration Level 3 apprenticeship is expected to last 15 months of training plus up to 3 months for End Point Assessment (EPA).
More training information
This apprenticeship will be delivered by The Apprenticeship Centre, an Ofsted Outstanding training provider with extensive experience in delivering Business Administration programmes nationwide.
All training will be tailored to the apprentice’s role and business needs, combining practical workplace learning with structured tutor-led development.
Requirements
Essential qualifications
GCSE in:
- English (grade 4)
- Maths (grade 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
- Attention to detail
- Organisation skills
- Problem solving skills
- Administrative skills
- Number skills
- Analytical skills
- Team working
- Initiative
Other requirements
Must be professional, reliable, and able to maintain confidentiality when handling sensitive client information. Smart, business-appropriate appearance suitable for an office environment. Willingness to learn and follow compliance requirements within the financial services sector. Good punctuality and attendance are essential.
About this employer
Originating in Sutton Coldfield, Masterplan Wealth are a firm of Independent Financial Planners and Advisors, providing expert support to clients across the country. From mortgages to pensions and investment planning, we pride ourselves on delivering a high-quality, professional service to meet the personal financial needs of every client.
https://masterplan-fs.com/ (opens in new tab)
Company benefits
Full on-the-job training and nationally recognised qualification Supportive and professional working environment Clear career progression opportunities within financial services
After this apprenticeship
This apprenticeship offers excellent training and career development opportunities within the financial services sector, with the potential to progress into roles such as Mortgage Administration or Financial Advisory support.
Ask a question
The contact for this apprenticeship is:
THE NVQ TRAINING CENTRE LIMITED
Krystyna Nalomenko
krystyna@apprenticeship-centre.co.uk
01213866602
The reference code for this apprenticeship is VAC1000339177.
Apply now
Closes in 24 days (Monday 22 September 2025)
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