Office Administrator Apprenticeship

VOYAGE FINANCIAL PLANNING LIMITED

Romsey (SO51 8DF)

Closes on Friday 7 August 2026

Posted on 6 July 2026

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Summary

The role will provide support across the business by assisting with mortgage administration, lender and solicitor chasing, provider follow-up, Letters of Authority (LOAs), client communication, and general workflow support.

Your apprenticeship with City Skills attending remote sessions bi-weekly completing coursework alongside the role.

Wage

£15,000 a year

Minimum wage rates (opens in new tab)

£15,000 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

Minimum wage rates - https://www.gov.uk/national-minimum-wage-rates

Training course
Business administrator (level 3)
Hours
Monday to Friday 9am to 5pm with 1 hour lunch break- 35 hour working week

35 hours a week

Start date

Tuesday 1 September 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

The Apprentice Administrator will help to:

  • Support the smooth progression of mortgage and financial planning cases
  • Assist with Mortgage lender, solicitor, and provider follow-up
  • Support the sending and chasing of Letters of Authority (LOAs)
  • Maintain accurate client records and workflow updatesSupport administration teams with day-to-day operational tasks
  • Develop knowledge and understanding of mortgage and financial planning processes
  • Maintain high standards of client communication and professionalism
  • Support the overall organisation and efficiency of the business

Where you'll work

19 Latimer Street
Romsey
SO51 8DF

Training

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

Training provider

CITY SKILLS LIMITED

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 post holder will complete their apprenticeship with City Skills, attending remote (will be conducted at the office) sessions bi-weekly and completing coursework alongside the role 
  • You will also receive in-house training support as well as external training to help with your apprenticeship

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
  • Customer care skills
  • Administrative skills
  • Team working
  • Initiative
  • Non judgemental
  • Patience

Other requirements

  • Must be a college leaver 18 years+

About this employer

Voyage Financial Planning is an independent financial advisory firm based in Romsey, Hampshire, UK. The company provides personalised financial planning and wealth management services to individuals, families, and business owners. Its expertise includes investment planning, retirement and pension advice, inheritance tax planning, mortgage and protection advice, and long-term wealth preservation. Voyage Financial Planning focuses on building lasting client relationships by delivering tailored financial strategies that help clients grow, protect, and pass on their wealth with confidence. The firm is an appointed representative of 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).

https://voyagefinancialplanning.co.uk (opens in new tab)

Company benefits

  • Allocated Parking

After this apprenticeship

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

  • Upon successful completion of the apprenticeship, there is a strong possibility of progressing into a full‑time Office Administrator role within the company
  • Potential progression to become a mortgage or financial adviser once spent more time as a office administrator

Ask a question

The contact for this apprenticeship is:

VOYAGE FINANCIAL PLANNING LIMITED

Michelle McCartney

info@voyagefp.co.uk

02381102094

The reference code for this apprenticeship is VAC2000040834.

Apply now

Closes on Friday 7 August 2026