Business Support Apprentice
APOGEE WEALTH MANAGEMENT LTD
KNUTSFORD (WA16 8GS)
Closes in 7 days (Tuesday 30 June 2026 at 11:59pm)
Posted on 23 June 2026
Contents
Summary
Initially, you will work in letters, contacting providers, writing letters and emails, then eventually be trained to be responsible for the processing of new business, proactive ongoing client service support, servicing existing business, platform-based work, illustrations & regular contact directly with clients.
- Wage
-
£16,000 a year
- Training course
- Business administrator (level 3)
- Hours
-
Monday - Friday 7.5 hours per day (Exact times to be discussed upon interview).
37 hours 30 minutes a week
- Start date
-
Monday 6 July 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
Day-to-day duties include but will not be limited to:
- Responsible for supporting the administration team
- Receiving & acting on instructions from Business Support Staff following client meetings
- Maintaining accurate records using our internal back office system
- Creating & producing letters & invoices
- Carrying out all tasks in a consistent manner
- Liaising with clients & product providers
- Preparation of existing client valuations / files ready for reviews
- Process of new business
- Ensuring all client files are compliant
Where you'll work
1 BOOTH PARK
CHELSFORD ROAD
KNUTSFORD
WA16 8GS
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
MACCLESFIELD 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
This apprenticeship is workplace delivery, meaning that there is no day release to Macclesfield College.
Requirements
Essential qualifications
GCSE in:
- English (grade 4/C+)
- Maths (grade 4/C+)
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
- Administrative skills
- Team working
About this employer
Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth Individuals and the employee benefit market. Apogee now manages over £220m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
There may be a full-time position available upon the successful completion of this apprenticeship.
Ask a question
The contact for this apprenticeship is:
MACCLESFIELD COLLEGE
Maxim Business Training
apprenticeshiprecruitment@macclesfield.ac.uk
01625410022
The reference code for this apprenticeship is VAC2000038363.
Apply now
Closes in 7 days (Tuesday 30 June 2026 at 11:59pm)