Business Administrator Apprentice (Level 3)
KEYSTONE PARAPLANNING LTD
STAMFORD (PE9 2AE)
Closes in 18 days (Sunday 4 January 2026 at 11:59pm)
Posted on 15 December 2025
Contents
Summary
To provide administrative support and ensure that relationships with clients are optimised. You will assist with the daily operation of the office, review documents, check figures, and work with important client information. Accuracy is a key part of the job, you will need to take time to double-check work.
- Wage
-
£11,778 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, hours can be flexible between 09:00- 17:00
30 hours a week
- Start date
-
Thursday 29 January 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
- Managing and updating client records accurately
- Requesting essential policy information from pension and investment providers
- Liaising with the SJP Administration Centre for updates on cases.
- Communicating with the SJP Advice & Guidance team for technical support
- Supporting Paraplanners by organising documents, letters, and case files
- Maintaining strong, professional relationships with advisers and provider contacts
- Working closely with the Paraplanners to achieve Client objectives
- Begin to understand and implement knowledge on how to consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile
- Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis
- Assisting the paraplanners with research, calculations, and preparation of suitability reports
- Following clear processes to ensure compliance and accuracy. · Compiling, clear and comprehensive notes, with recommendations that are within compliance standards
- Work within and stay up to date with template changes and advice notes
- Seek continual professional development by undertaking mandatory and optional training provided by St James’s Place
- General office administration
Where you'll work
ORION BUSINESS CENTRES
ORION HOUSE
14A BARN HILL
STAMFORD
PE9 2AE
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
INSPIRE 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
The majority of your training will be at your work address, however, you will need to attend Peterborough College for additional training to supplement your apprenticeship once every 3 weeks
Requirements
Essential qualifications
GCSE in:
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
- Customer care skills
- Problem solving skills
- Number skills
- Team working
- Commitment to self-development
- Responsive to change
- Good time management
- Able to work independently
- Enthusiastic
- Confidentiality
About this employer
Keystone Paraplanning is a growing, supportive, and professional paraplanning firm providing high-quality technical support to financial advisers within St James’s Place. We work closely with advisers to ensure clients receive the best technical service regarding financial strategies, plans and products. As a small and friendly team, we value collaboration, attention to detail, and a genuine commitment to learning.
This is an excellent opportunity for a motivated and organised individual looking to begin a career in financial services, with full support and training provided. At Keystone Paraplanning, you’ll be joining a small, friendly team of two where support is always available. We pride ourselves on creating a welcoming environment where apprentices can learn, build confidence, contribute to real client outcomes and gain hands-on experience as they develop new skills.
After this apprenticeship
- This apprenticeship offers a clear and realistic progression route within the financial services sector
- Upon successful completion, you may have the opportunity to move into a full-time Administrator or Junior Paraplanner role within the business, depending on your performance and company needs
Ask a question
The contact for this apprenticeship is:
INSPIRE EDUCATION GROUP
The reference code for this apprenticeship is VAC2000005120.
Apply now
Closes in 18 days (Sunday 4 January 2026 at 11:59pm)
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