Client Services Apprenticeship
MONEYWEB LTD
EAST AYTON (YO13 9HD)
Closes in 31 days (Friday 24 October 2025 at 11:59pm)
Posted on 22 September 2025
Contents
Summary
A local business based near East Ayton; Scarborough is seeking an apprentice to join their successful team. As a Client Services Apprentice, you will be responsible for the day-to-day running of client files. This is a fantastic opportunity for someone to develop a career in administration.
- Wage
-
£14,722.50 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
Check minimum wage rates (opens in new tab)
The salary will be reviewed after a 3-month probationary period (not guaranteed).
- Training course
- Business administrator (level 3)
- Hours
-
Monday to Thursday
08.40- 17.00
Friday
08.40- 16.00
37 hours 30 minutes a week
- Start date
-
Monday 27 October 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
- Answering the telephone including taking messages
- Dealing with clients/visitors on arrival at the office
- Making teas and coffees for all staff, client’s and visitors during the day
- Empty bins and maintaining cleanliness of the office
- Photocopying and scanning as required
- Sorting and franking post and ensuring it is taken to the post office
- Data input, valuations, reviews, fees and administration of the company database as required
- Completing Top Up’s, Fund Switches and Unit Trust to ISA movements to the firm’s standard
- Keeping client’s electronic files maintained to the firm’s standard, fFollowing the procedures as set out in the firms various Manuals and Annual Plans
- Complying with the rules as set out by the FCA
- General administration work as required by the Director, Financial Adviser’s and Practice Manager including assistance in preparing clients files and general upkeep of them
Where you'll work
UNIT 11
BETTON BUSINESS PARK
RACECOURSE ROAD
EAST AYTON
YO13 9HD
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
CRAVEN 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
Level 3 Business Administrator apprenticeship standard:
This is an Advanced Apprenticeship in Business Administration and will include a combination of on and off the job training in the workplace. You will have monthly mentoring and guidance at work from a Craven College Learning & Development Advisor and monthly online seminars.
After approximately 18-months you will be entered to undertake an End Point Assessment, to complete your apprenticeship.
Requirements
Desirable qualifications
GCSE in:
- English (grade 4 or above)
- Maths (grade 4 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
- Customer care skills
- Administrative skills
- Team working
- Initiative
Other requirements
The opportunity is not on a bus route, so please consider how you would get to and from work.
About this employer
Moneyweb are based in East Ayton, North Yorkshire and have been established for over two decades. Please take a look at their website for further information.
After this apprenticeship
- On completion of the program, the apprentice will have the opportunity to obtain permanent employment and further training to enhance their skills and increase their responsibilities
Ask a question
The contact for this apprenticeship is:
CRAVEN COLLEGE
Apprenticeship Team
apprenticeshipsscarborough@craven-college.ac.uk
01723588072
The reference code for this apprenticeship is VAC1000343216.
Apply now
Closes in 31 days (Friday 24 October 2025 at 11:59pm)
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