Business Administration Apprenticeship

CAPITAL FINANCIAL MARKETS LTD

ST ALBANS (AL3 4PQ)

Closes in 14 days (Sunday 21 December 2025 at 11:59pm)

Posted on 5 December 2025

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Summary

Join as an Administration Support Assistant Apprentice to gain hands-on experience in a regulated wealth management business. Support client services, learn key processes, and develop organisational and communication skills while completing a structured apprenticeship.

• Wage:

  Competitive

  Competitive wage offered

  Check minimum wage rates (opens in new tab)

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

  40 hours a week

• Start date:

  Tuesday 6 January 2026

• 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

Administrative & Office Support

• Provide general administrative support to advisers and the operations team
• Prepare, scan, and upload client documentation and correspondence
• Assist with diary management, meeting coordination, and room bookings
• Monitor shared inboxes and distribute queries to relevant team members
• Assist with marketing, Twitter, LinkedIn, Instagram, website editing

Client Service Support

• Assist with onboarding new clients and collecting required documentation such as ID verification, Anti-Money Laundering (AML) checks, Know Your Client (KYC) documentation and forms
• Draft routine client correspondence such as confirmation letters and follow-up emails
• Manage telephone calls professionally and with confidence

Data Entry & Record Management

• Input and update client information on the CRM with high attention to accuracy
• Maintain accurate electronic filing systems, ensuring documents are stored in line with compliance requirements

Compliance & Regulatory Support

Adhere to FCA regulations, Data Protection (GDPR), and internal policies

Team Collaboration & Learning

• Participate in apprenticeship training, workshops, and job-shadowing activities
• Work closely with colleagues to understand end-to-end wealth management processes
• Proactively seek opportunities to improve workflows and enhance client service

Where you'll work

8 SPICER STREET
ST ALBANS
AL3 4PQ

Training

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

Training provider

OAKLANDS 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

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

Requirements

Essential qualifications

GCSE in:

• English (grade Level 4-9)
• Maths (grade Level 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
• Customer care skills
• Problem solving skills
• Presentation skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Creative
• Initiative
• Patience

About this employer

Capital Financial Markets is a trusted wealth management firm providing personalised financial planning and investment management services to individuals and organisations. We pride ourselves on delivering exceptional client experiences, maintaining the highest professional standards, and supporting the long-term growth of our people.

https://capitalfinancialmarkets.co.uk/ (opens in new tab)

Company benefits

• Fully funded apprenticeship qualification.
• On-the-job training with experienced wealth management professionals.
• Opportunities for progression.
• Supportive and collaborative working environment.

After this apprenticeship

Upon completing the apprenticeship, there may be opportunities to progress into a permanent role, depending on business needs and individual performance.

Ask a question

The contact for this apprenticeship is:

OAKLANDS COLLEGE

The reference code for this apprenticeship is VAC2000004042.

Apply now

Closes in 14 days (Sunday 21 December 2025 at 11:59pm)

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