Trainee Administrator Apprentice

LIBERATE WEALTH LIMITED

Leeds (LS12 6NJ)

Closes in 20 days (Thursday 19 November 2026 at 11:59pm)

Posted on 29 October 2026

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Summary

We are seeking a motivated, enthusiastic, and detail-oriented Trainee Administrator to join our friendly and supportive team. This is an excellent opportunity for someone looking to start or build a career in administration within a professional financial services environment.

Wage

£15,392 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
Business administrator (level 3)
Hours
Monday to Friday 9am to 5pm.

37 hours a week

Start date

Monday 4 January 2027

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

  • Provide day-to-day administrative support to the team
  • Assist with processing new business applications under supervision
  • Support the monitoring of applications through to completion
  • Help maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office)
  • Act as a first point of contact for clients and visitors in a professional manner

Assist with reception duties including:

  • Answering telephones and directing calls
  • Managing incoming and outgoing post
  • Scanning and filing documents
  • Greeting and assisting visitors
  • Support the administration of client investments and withdrawals
  • Assist in preparing client documentation, including valuation reports
  • Liaise with providers and third parties under guidance from senior team members
  • Ensure all tasks are carried out in line with company procedures
  • Support adherence to Compliance, Treating Customers Fairly (TCF), SMCR, Anti-Money Laundering (AML), and FCA regulations
  • Maintain accurate records to support audit and compliance requirements
  • Assist with a variety of ad-hoc administrative tasks
  • Work collaboratively with colleagues to support team objectives
  • Continuously learn and develop knowledge of systems, processes, and industry practices

Where you'll work

1 City West
Gelderd Road
Leeds
LS12 6NJ

Training

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

Training provider

LUMINATE EDUCATION GROUP

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 is a full-time role, working Mon-Fri from 09:00 - 17:00. The successful apprentice will attend Leeds City College 2 days per month (Printworks Campus), studying towards a L3 Business Administration qualification.

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

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Administrative skills
  • Analytical skills
  • Team working
  • Patience

About this employer

At Liberate Wealth, we are passionate about financial advice and believe everyone should be empowered to reach their financial goals. Our decades of financial planning and wealth management expertise means we are well placed to help you achieve your financial freedom.

After this apprenticeship

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

A full-time permanent contract is highly likely upon completion of the apprenticeship.

Ask a question

The contact for this apprenticeship is:

LUMINATE EDUCATION GROUP

The reference code for this apprenticeship is VAC2000061641.

Apply now

Closes in 20 days (Thursday 19 November 2026 at 11:59pm)