Investment and Pension Administrator Apprentice

ANSTEE & CO LTD

KETTERING (NN15 6FD)

Closes on Sunday 2 November 2025

Posted on 2 September 2025

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Summary

This is a great opportunity for someone who is looking to start their career with a well-established company and the opportunity to further their career and development within an office environment. As part of your role you will open and distribute post, answer the phone, greeting visitors into the building, an exciting and varied role.

Wage

£16,000 a year

Check minimum wage rates (opens in new tab)

£16,000 to £17,000 per annum depending on age and experience

Training course
Business administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm with one hour lunch

40 hours a week

Start date

Sunday 16 November 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

  • Open and distribute the post (stamp dating if necessary) and scanning it on to the database daily
  • Be responsible for the Royal mail post including taking the post to the post box on a rota basis
  • Answering the phone, being able to take messages and pass on to the appropriate person
  • Answering the door and greeting any visitors to the building, making sure that all visitors comply with site regulations
  • Keep company database up to date
  • Registers and logs kept up to date
  • Make refreshments as required
  • Use of office equipment including scanner, printer, copier, binder, shredder and franking machine
  • Communicate with colleagues on compliance matters as they arise highlighting any areas of specific interest
  • Working towards providing a professional level of administrative support to the Financial Advisers
  • Working towards processing investment and pension cases ensuring they are fully compliant with both the company and provider requirements
  • Assist the Office Manager on administrative or office-based tasks
  • Take an appropriate role in any seminars and events arranged by the company
  • Take an appropriate role in any seminars and events arranged by the company

Where you'll work

UNIT 5
BROOKLANDS COURT
KETTERING VENTURE PARK
KETTERING
NN15 6FD

Training

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

Training provider

STARTING OFF 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

  • Level 3 Busines Administrator Apprenticeship Standard
  • Remote training delivery
  • Onefile
  • VLE
  • 6 hours of dedicated training time every week

Requirements

Essential qualifications

GCSE in:

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

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
  • Customer care skills
  • Problem solving skills
  • Presentation skills
  • Administrative skills
  • Number skills
  • Analytical skills
  • Logical
  • Team working
  • Creative
  • Initiative

About this employer

The company are independent financial advisors that offer a range of financial services including investments, mortgages and pensions. With the head office in Kettering, they are now looking for a Investment and Pension administrator apprentice to join their friendly team in Kettering, Northants.

After this apprenticeship

  • Possible full time permanent position upon completion of the apprenticeship

Ask a question

The contact for this apprenticeship is:

STARTING OFF LIMITED

Lucy Harris

lucy.harris@startingoff.co.uk

The reference code for this apprenticeship is VAC1000339936.

Apply now

Closes on Sunday 2 November 2025

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