Business Administrator Apprentice Level 3
WHATELEY WEALTH MANAGEMENT LTD
High St (B61 8AQ)
Closes in 25 days (Monday 12 October 2026)
Posted on 17 September 2026
Contents
Summary
Join Whateley Wealth Management, a growing and forward-thinking financial services business. You’ll gain hands-on experience in administration, customer service and financial services while completing a Level 3 Business Administration Apprenticeship. This is a fantastic opportunity to learn and build a long-term career within a supportive team.
- Wage
-
£15,600 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, 9.00am - 5.00pm (30 min lunch).
37 hours 30 minutes a week
- Start date
-
Monday 19 October 2026
- Duration
-
1 year 3 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
Duties will include:
- Carry out general office duties, including scanning, filing and post handling.
- Provide general administrative support to the administration team and advisers.
- Input and update client information accurately into the back-office system.
- Maintain and organise electronic and paper-based client files.
- Ensure all files are complete and compliant with internal procedures and regulatory requirements.
- Liaise with product and service providers regarding client requests and documentation.
- Ensure confidentiality and data protection compliance at all times.
- Welcome clients and visitors to the office in a professional and friendly manner.
- Answer incoming calls and direct enquiries to the appropriate team member.
- Support day-to-day office administration and help keep the office organised.
- Assist with the company’s social media channels, including preparing and scheduling posts.
- Support the creation of engaging social media content to promote the business, services and company activities.
- Help maintain a consistent and professional online presence across social media platforms.
- Assist with basic marketing administration, including updating website or marketing materials where required.
- Support the team with promoting company news, events and achievements across social media.
- Learn about financial services while developing strong business administration, communication and marketing skills.
- Follow company procedures and maintain high standards of professionalism.
- Support the smooth running of the office and provide excellent client service.
This is more than just a job — it’s a chance to build a career. Many of our team members started in junior roles and have progressed into permanent positions with further qualifications and responsibilities. If you’re ready to learn, grow, and start a rewarding journey in financial services, we’d love to hear from you.
Where you'll work
High St
B61 8AQ
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
THE NVQ TRAINING CENTRE LIMITED
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
Teaching and learning the skills, knowledge and behaviours within Business Administration.
Requirements
Essential qualifications
GCSE in:
- English (grade 4)
- Maths (grade 4)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Administrative skills
- Analytical skills
- Attention to detail
- Communication skills
- Flexible
- Initiative
- IT skills
- Organisation skills
- Patience
- Problem solving skills
- Sales Skills
- Team working
Other requirements
Have you considered hours / wage / location?
About this employer
Formed in 2014 by our founder Nicola Whateley, Whateley Wealth Management is a leading provider of mass market financial services in the West Midlands, advising on Pensions, Investments, Mortgages, and Insurance.
We firmly believe that everyone deserves a secure financial future and have structured our business to deliver this. Our mission is to make the complex simple, giving our clients peace of mind.
We are a dynamic and forward-thinking business and have grown rapidly since our launch. We are active in the local community and still hold dear to our family values; regarding staff and clients as family and treating everyone with integrity and respect.
We are an equal opportunities employer believing passionately in the benefits of diversity in our workforce.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Successful completion of the apprenticeship could lead to a permanent position within the business, with opportunities to progress and develop a long-term career in financial services and business administration.
Ask a question
The contact for this apprenticeship is:
THE NVQ TRAINING CENTRE LIMITED
Krystyna Nalomenko
Krystyna@apprenticeship-centre.co.uk
0121 386 6602
The reference code for this apprenticeship is VAC2000054139.
Apply now
Closes in 25 days (Monday 12 October 2026)
After signing in, you’ll apply for this apprenticeship on the company's website.