Business Administrator Level 3 Apprentice

ROCKSTONE MORTGAGE & FINANCIAL ADVICE LTD

Lymington (SO41 8LW)

Closes in 21 days (Friday 28 November 2025)

Posted on 7 November 2025

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Summary

Join our friendly team in Lymington SO41 8LW as a Business Admin Apprentice at Rockstone Mortgage & Financial Advice. Gain hands-on experience in a professional financial planning environment & working towards a nationally recognised Level 3 Business Admin Apprenticeship qualification. Dedicated study time & exposure to world of financial advice.

• Wage:

  £13,741 a year

  Check minimum wage rates (opens in new tab)

  This will be a starting salary and will increase with experience and qualifications

• Training course: Business administrator (level 3)
• Hours: Monday-Friday 9am-5pm

  35 hours a week

• Start date:

  Sunday 7 December 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

What you’ll do:

• Assist advisers in preparing for client meetings and reviews
• Gather and update client information using our CRM (Monday.com) and compliance system (Xplan) and reporting software (Dynamic Planner)
• Communicate with clients and providers by phone and email
• Help process new applications and ongoing client servicing
• Support with reports, letters, and general office administration
• Prepare and manage Letter of Authority – Tracking progress of these with providers

what you'll get in return:

• Full-time employment with study leave for your apprenticeship
• Paid training leading to a recognised qualification (Level 3)
• Ongoing mentoring and support from experienced advisers
• Modern, welcoming office in central Lymington
• Opportunity for career progression into financial administration or paraplanning

Where you'll work

745 Ampress Lane
Lymington
SO41 8LW

Training

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

Training provider

HRUC (HARROW, RICHMOND AND UXBRIDGE COLLEGES)

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

Apprentice will be completing necessary mandatory training and units associated with the business admin apprenticeship. This will be 1 day per week in  fully remote /online classes:

The apprentice will be required to complete:

•              Work towards gaining a full Qualification.

•              Employment Rights and Responsibilities.

•              Skills, Knowledge, and Behaviours.

•              Standard and End Point Assessment.

•              Functional Skills in English, Maths, and ICT (if required).

Other training will be provided by the employer as required to enable the fulfilment of the job role.

Requirements

Essential qualifications

GCSE or equivalent in:

• Maths (grade 4-9)
• 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
• Attention to detail
• Organisation skills
• Number skills
• Analytical skills
• Non judgemental

Other requirements

We are a small team, so you will be a big part of our business. We have lots of opportunities for development after your apprenticeship. Trainee Mortgage Broker, Paraplanner or even Financial Adviser eventually.

About this employer

Rockstone is a Financial and Mortgage Advise company based in Lymington.  Founded over 15 years ago.   We have a small, friendly and dedicated team of Advisers and Administrators  We believe financial wellbeing is at the heart of overall wellbeing - giving people confidence, reducing stress, and creating greater happiness in life. By truly listening to our clients and sharing our expertise we provide trusted guidance that empowers informed decisions for a secure future.

After this apprenticeship

This is an excellent first step for someone looking to build a long-term career in financial services within a supportive and growing local firm. you could become a Trainee Mortgage Broker, Paraplanner or even Financial Adviser eventually.

Ask a question

The contact for this apprenticeship is:

HRUC (HARROW, RICHMOND AND UXBRIDGE COLLEGES)

The reference code for this apprenticeship is VAC1000350100.

Apply now

Closes in 21 days (Friday 28 November 2025)

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