Business and Client Services Apprentice
FUTURE PLANNING WEALTH MANAGEMENT LTD
SWINDON (SN1 4BG)
Closes in 15 days (Friday 12 June 2026 at 11:59pm)
Posted on 27 May 2026
Contents
Summary
The role of the Business & Client Services Assistant is to provide first-class client care for clients of the business and to assist in providing administrative and technical support to the Head of Operations as well as ensuring the smooth running of the business by providing business and general administration activities.
- Wage
-
£15,500 a year
- Training course
- Business administrator (level 3)
- Hours
-
Monday to Friday, shifts to be confirmed.
35 hours a week
- Start date
-
Monday 6 July 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
- Providing assistance and support to the Head of Operations in the delivery of all aspects of general office administration
- Delivering agreed project activities as designated by the Head of Operations
- Maintaining subcontractor arrangements
- Maintaining facilities and office stock, whilst performing office open and close
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its client and community
- New and existing client communications and queries
- Supporting the dealing with new enquiries and prospects
- Supporting the dealing with existing client enquiries
- Promoting the profile of the business within the profession and wider communities
- Continuous professional development to meet personal development needs
Where you'll work
54 DEVIZES ROAD
SWINDON
SN1 4BG
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
CIRENCESTER COLLEGE
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
Cirencester College.
Business Administration Level 3.
Whilst the majority of training will take place at the employers' premises, there will be occasional attendance required at Cirencester College.
Requirements
Essential qualifications
GCSE in:
- English (grade 4/C)
- 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
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Analytical skills
- Logical
- Team working
- Initiative
- Patience
Other requirements
You must be over 18 years old.
About this employer
Our friendly and knowledgeable team of financial experts is here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas.
After this apprenticeship
Upon completion of this role, there may be the chance for full time employment.
Ask a question
The contact for this apprenticeship is:
CIRENCESTER COLLEGE
Apprenticeships
apprenticeships@cirencester.ac.uk
01285 626259
The reference code for this apprenticeship is VAC2000033099.
Apply now
Closes in 15 days (Friday 12 June 2026 at 11:59pm)