Business Administrator Level 3 Apprentice
Southby & Co Financial Planning
Swindon (SN4 9AX)
Closes in 17 days (Sunday 22 June 2025 at 11:59pm)
Posted on 22 May 2025
Contents
Summary
The Business Administration Apprentice will play a crucial role in ensuring the smooth running of our office. You will assist with various administrative tasks, support our team and interact with clients, gaining valuable experience in the financial services sector. A great opportunity to gain experience and training.
- Wage
-
£14,918.80 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
Check minimum wage rates (opens in new tab)
£7.55 per hour minimum apprenticeship wage
- Training course
- Business administrator (level 3)
- Hours
-
Mon- Fri 9am-5pm.
37 hours 30 minutes a week
- Start date
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Monday 1 September 2025
- Duration
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1 year 6 months
- Positions available
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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
- Manage incoming and outgoing post, including scanning and filing documents.
- Maintain office supplies and ensure meeting rooms are prepared.
- Greet clients and visitors, providing a friendly and professional reception.
- Update and maintain client records using our CRM system.
- Liaise with third-party providers and in-house teams via phone and email.
- Handle initial client inquiries promptly and professionally.
- Assist in preparing reports, presentations, and spreadsheets.
- Ensure all documentation is accurate and complies with company procedures.
Where you'll work
23 High Street
Wroughton
Swindon
SN4 9AX
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
NEW COLLEGE SWINDON
Your 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.
Your training plan
You will be enrolled in the Level 3 Business Administrator Apprenticeship program, which includes:
- Off-the-Job Training:
Attend regular sessions with your training provider to develop your knowledge and skills.
- On-the-Job Experience:
Gain practical experience by working alongside experienced staff members.
- Professional Development:
Receive mentoring and support to help you progress in your career.
Requirements
Essential qualifications
GCSE in:
Maths and English (grade pass/4/C and above)Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Creative
- Initiative
- Non judgemental
Other requirements
Our office is in Wroughton, there is local parking and a regular bus route to/from Swindon. Whilst the successful candidate will be mostly office based, there may be some local travel from time to time. We hold regular team building and well-being days. Interview process 2 stage interview plus a days trial. 1st interview may be on teams depending on application volume.
About this company
We are an award winning, client-focused financial planning practice, committed to helping individuals, families & businesses achieve their financial goals with clarity, confidence, and integrity. Our team of qualified financial planners and support staff are passionate about delivering exceptional service, trusted advice, and tailored wealth management strategies.
http://www.southbyfp.co.uk (opens in new tab)
Disability Confident
A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.
You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.
After this apprenticeship
Upon successful completion of the apprenticeship, there may be opportunities to progress within the company, potentially moving into roles such as:
- Office Administration
- Paraplanner
- Client Relationship Manager
- Financial Planner
We are committed to supporting your career development and helping you achieve your professional goals.
Ask a question
The contact for this apprenticeship is:
NEW COLLEGE SWINDON
Kirsty Quittelier
Kirsty.Quittelier@newcollege.ac.uk
07564576155
The reference code for this apprenticeship is VAC1000322168.
Apply now
Closes in 17 days (Sunday 22 June 2025 at 11:59pm)
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