Level 3 Business Administration Apprentice
THINK WEALTH LIMITED
Burnley (BB126HH)
Closes on Friday 10 April 2026
Posted on 9 March 2026
Contents
Summary
To provide administrative support to the practice to ensure that our relationships with clients can be optimised and assist with the daily operation of the office.
- Wage
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£13,741 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Business administrator (level 3)
- Hours
-
Monday - Friday 9am - 5pm
35 hours a week
- Start date
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Monday 20 April 2026
- Duration
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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
- Ensure that all documentation is saved in client files appropriately
- Oversee the letter of authority process
- Learning the requirements of pre-meeting preparation and post meeting follow up within specific timescales, including accurately updating client files on Salesforce CRM
- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
- Meeting and greeting clients and visitors to the Practice
- Liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales
Knowledge and experience:
- Desire to progress within the financial services sector
- Willingness to learn all relevant regulation and legislation
- Experience of client management systems such as Salesforce
- Working towards completion of apprenticeship
Skills and behaviours:
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
- Excellent written communication skills
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Good organisation skills
- Strong attention to detail
- Manages time effectively with the ability to multi-task
- Keeps calm when faced with conflicting demands and handles these effectively
- Demonstrates a positive attitude at all times
- Works well on own tasks as well as on shared goals as part of a team
- Open to change with a creative approach to problem solving
Required Competencies:
- Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks despite distractions and interruptions
- Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables
- Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand
- Planning and Organising: Manages own time, priorities, and resources to achieve goals
- Developing Self: Demonstrates an ongoing commitment to learning and self-improvement
Where you'll work
311 312 Burnley Business Centre, Empire Business Park
Liverpool Road
Burnley
BB126HH
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
BURNLEY 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
- Business Administrator Level 3
- Day realease training will take place at Burnley College
Requirements
Essential qualifications
GCSE in:
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
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Logical
- Team working
- Patience
- Self-Development
Other requirements
Occasional travel may be required to Manchester and other SJP locations.
About this employer
For those wishing to secure their future, Think Wealth is a provider of high-quality financial advice. We combine personal attention with a straight-talking, down-to-earth approach to remove complexities whether looking after your personal finances or your business needs.
We listen. We understand. And we advise. We are transparent and always evolving, adapting to your immediate needs, helping you make smarter, more informed financial decisions which in turn helps you to make better life decisions.
After this apprenticeship
On successful completion of the apprenticeship, there is potential for full-time employment.
Ask a question
The contact for this apprenticeship is:
BURNLEY COLLEGE
Themis Recruitment Team
themis@burnley.ac.uk
01282733005
The reference code for this apprenticeship is VAC2000019532.
Apply now
Closes on Friday 10 April 2026