Administration Assistant Apprenticeship - Eastbourne
LODESTONE FINANCIAL PLANNING LTD.
Eastbourne (BN21 2RB)
Closes on Monday 5 January 2026
Posted on 13 November 2025
Contents
Summary
Lodestone Financial Planning are looking for a new Administration Apprentice! You will be studying toward your Level 2 Apprenticeship in Customer Service.
- Training course
- Customer service practitioner (level 2)
- Hours
-
Monday - Friday 9am - 5:30pm
38 hours a week
- Start date
-
Tuesday 6 January 2026
- Duration
-
1 year
- 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
Working with our financial advisers, you will provide support to help in the administrative tasks such as securing mortgage agreements, helping with applications, providing supporting documents to mortgage lenders and using our client relationship management systems. You will gain and develop your communication skills along with your teamwork skills, helping to support and grow the business in an already fast-paced and busy office environment.
Key Responsibilities:
- Communicating professionally with clients via phone, email, and in person
- Managing advisers’ diaries, appointments, and daily tasks
- Using back-office and lender systems to support case processing and administration
- Providing day-to-day support to our advisers to ensure smooth client service delivery
- Maintaining and updating the client database accurately and securely
- Liaising with lenders, clients, product providers, and other professional connections
- Assisting with general office administration and customer service duties as required
- Developing knowledge of financial services processes while working towards a Customer Service Level 2 qualification
Where you'll work
32 Framfield Way
Eastbourne
BN21 2RB
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
PARAGON EDUCATION & SKILLS LIMITED
Training course
Customer service practitioner (level 2)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Use a range of questioning skills, including listening and responding in a way that builds rapport, determines customer needs and expectations and achieves positive engagement and delivery.
- Depending on your job role and work environment: Use appropriate verbal and non-verbal communication skills, along with summarising language during face-to-face communications; and/or
- Depending on your job role and work environment: Use appropriate communication skills, along with reinforcement techniques (to confirm understanding) during non-facing customer interactions.
- Depending on your job role and work environment: Use an appropriate ‘tone of voice’ in all communications, including written and digital, that reflect the organisation’s brand.
- Provide clear explanations and offer options in order to help customers make choices that are mutually beneficial to both the customer and your organisation.
- Be able to organise yourself, prioritise your own workload/activity and work to meet deadlines.
- Demonstrate patience and calmness.
- Show you understand the customer’s point of view.
- Use appropriate sign-posting or resolution to meet your customers needs and manage expectations.
- Maintain informative communication during service recovery.
Training schedule
Founded in 1974, we've been delivering market-leading learning and talent solutions for over forty years. We’re privileged to help individuals unlock their potential and realise the value of their skills and talents. We help build meaningful careers that give individuals security, satisfaction, and purpose – and in turn help organisations and wider industry meet the challenges of a changeable operating environment.
On completion of this 12-month apprenticeship you will have gained your Customer Service Level 2 Qualification.
Requirements
Desirable qualifications
Other in:
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- IT skills
- Organisation skills
- Administrative skills
Other requirements
The closing date is guidance, if a successful candidate is found before the advertised dates, the advert will close early.
About this employer
Lodestone Financial Planning Whether you are buying your first home, saving towards your own or families future or now at the stage where you are thinking towards your retirement, Lodestone Financial Planning Ltd are able to help and offer guidance. We enjoy taking time to get to know you, your current situation and future plans so that we can provide you with a tailored solution which is most appropriate to your individual need. With a team of staff keen and willing to help you by drawing up their vast knowledge and experience both in the financial service industry and beyond, we look forward to finding you a suitable solution.
After this apprenticeship
Possibility of a full-time role after the completion of the apprenticeship.
Ask a question
The contact for this apprenticeship is:
PARAGON EDUCATION & SKILLS LIMITED
The reference code for this apprenticeship is VAC2000000566.
Apply now
Closes on Monday 5 January 2026
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