Administration Assistant Apprentice

BALANCE FOR BUSINESS LTD

DEVON (PL6 7PL)

Closes on Friday 4 December 2026

Posted on 13 October 2026

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Contents

Summary

This is the starting point of a structured five-year career development programme, designed to give the right person the qualifications, practical experience, commercial knowledge, and confidence needed to build a successful career within the commercial finance industry.

Wage

£14,560 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

Minimum wage rates (opens in new tab)

Training course
Administration assistant (level 2)
Hours
Monday to Friday 9am to 5pm, one hour lunch.

35 hours a week

Start date

Monday 18 January 2027

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

  • Supporting the processing of commercial finance applications
  • Helping gather information and documentation from clients
  • Communicating with clients, lenders, solicitors, valuers and other professionals
  • Updating clients and lenders as finance applications progress
  • Learning how to use our internal systems and CRM
  • Researching lenders and finance products
  • Understanding lender criteria and how different funding solutions work
  • Helping prepare and package finance applications
  • Supporting senior members of the team with active cases
  • Developing professional telephone and email communication skills
  • Building relationships with clients and lenders
  • Learning how new business opportunities are identified and developed

Where you'll work

28A
ESTOVER CLOSE
PLYMOUTH
DEVON
PL6 7PL

Training

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

Training provider

CITY COLLEGE PLYMOUTH

Training course

Administration assistant (level 2)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Receive, retrieve, process, record and store information and data.
  • Operate within organisational policies, standards and procedures and relevant legislation respecting confidentiality; adapting to operational changes as they occur.
  • Use software packages and tools for example AI or automation to input and process data and information, to contribute to routine administration tasks in line with organisational policies and procedures.
  • Handle and communicate information in line with organisational policies, procedures and security requirements.
  • Recognise and rectify issues and escalate as required. For example stakeholder documents and reports, safeguarding concerns or abusive behaviour.
  • Plan and review administration tasks allocated by supervisor.
  • Maintain professional relationships with stakeholders.
  • Monitor and report on the use of resources such as materials, equipment and supplies.
  • Use agreed organisational systems and protocols to manage calendars, diaries and booking systems.
  • Source information as requested by stakeholders, ensuring they are shareable. As examples client records, signpost to services or reports.
  • Use continuing professional development including self-reflection to support current and future training and development needs.
  • Use communication tools to respond to stakeholders using professional language and organisational etiquette.
  • Operate within agreed health and safety standards.
  • Use time management tools to meet deadlines.
  • Handle feedback following expected professional etiquette.
  • Maintain wellbeing, accessing organisational support mechanisms if required.
  • Review and check own work.
  • Use cloud services to share documents for use and or collaboration.
  • Protect against security threats for example, strong passwords, two step verification, office tailgating and display of security passes or clothing that identifies secure workplaces.
  • Seek clarification and help, when required, to complete assigned tasks within agreed timeframes.
  • Receive, retrieve, process, record and store information and data.
  • Operate within organisational policies, standards and procedures and relevant legislation respecting confidentiality; adapting to operational changes as they occur.
  • Use software packages and tools for example AI or automation to input and process data and information, to contribute to routine administration tasks in line with organisational policies and procedures.
  • Handle and communicate information in line with organisational policies, procedures and security requirements.
  • Recognise and rectify issues and escalate as required. For example stakeholder documents and reports, safeguarding concerns or abusive behaviour.
  • Plan and review administration tasks allocated by supervisor.
  • Maintain professional relationships with stakeholders.
  • Monitor and report on the use of resources such as materials, equipment and supplies.
  • Use agreed organisational systems and protocols to manage calendars, diaries and booking systems.
  • Source information as requested by stakeholders, ensuring they are shareable. As examples client records, signpost to services or reports.
  • Use continuing professional development including self-reflection to support current and future training and development needs.
  • Use communication tools to respond to stakeholders using professional language and organisational etiquette.
  • Operate within agreed health and safety standards.
  • Use time management tools to meet deadlines.
  • Handle feedback following expected professional etiquette.
  • Maintain wellbeing, accessing organisational support mechanisms if required.
  • Review and check own work.
  • Use cloud services to share documents for use and or collaboration.
  • Protect against security threats for example, strong passwords, two step verification, office tailgating and display of security passes or clothing that identifies secure workplaces.
  • Seek clarification and help, when required, to complete assigned tasks within agreed timeframes.

Training schedule

Apprenticeship training will take place primarily in the workplace, but with occasional college attendance.

Requirements

Essential qualifications

GCSE in:

  • English (grade C/4)
  • Maths (grade C/4)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • Organisation skills
  • Team working
  • Initiative
  • Curiousity
  • Eager to learn

About this employer

Balance for Business Ltd is an independent commercial finance brokerage based in Plymouth.

We specialise in sourcing competitive funding solutions for businesses and property professionals through a wide panel of lenders.

We are a growing team of seven people who have worked together for many years. Our success has been built around teamwork, trust, professional relationships and delivering the right solutions for our clients.

As a small but ambitious business, every team member has the opportunity to make an impact.

We invest heavily in our people because we believe developing talented individuals is key to our future success.

Company benefits

  • A structured five-year career development programme
  • Recognised apprenticeship training and qualifications
  • Hands-on experience within a commercial finance brokerage
  • Training across multiple areas of commercial and property finance
  • Ongoing mentoring and support from experienced members of the business
  • 20 days' holiday allowance, excluding Bank Holidays

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

Over a structured five-year journey, you will learn every aspect of our business, from administration and case processing through to client relationships, finance transactions and business development.

This role has been created for someone who is looking for a long-term career path and wants to grow alongside a successful commercial finance brokerage.

Ask a question

The contact for this apprenticeship is:

CITY COLLEGE PLYMOUTH

The reference code for this apprenticeship is VAC2000058304.

Apply now

Closes on Friday 4 December 2026