Business Support Apprentice
COFFEY BROOKS FINANCIAL SERVICES LTD
CLACTON ON SEA (CO15 1SP)
Closes in 18 days (Monday 16 November 2026 at 11:59pm)
Posted on 29 October 2026
Contents
Summary
This is an exciting opportunity to join the support team at Coffey Brooks Financial Services. We are seeking a proactive, organised and adaptable Apprentice to support the smooth day-to-day running of the office whilst working towards a Level 3 Business Administration qualification. Excellent opportunities for career progression.
- Wage
-
£15,600 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 9am - 5pm with 30 mins lunch
37 hours 30 minutes a week
- Start date
-
Monday 30 November 2026
- Duration
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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
Coffey Brooks Financial Services are looking for a reliable, hard working team player with an interest in financial services, who is willing to learn and grow with the business. In your role, you will perform a wide and interesting variety of tasks within the administration and support team.
The role after training will include;
- Providing daily support to the team and assisting in all areas of the business as required
- Use of Microsoft office, including Excel, Word and Outlook
- Processing incoming and outgoing mail, ensuring important correspondence is sent to the correct people inside and outside the firm, maintaining accuracy and GDPR compliance
- Maintenance of administrative records and filing, including use of our document management system and our archiving system
- Assistance in maintaining our CRM, including updating client details
- Maintaining a professional and friendly front-of-house, including greeting clients face to face and by telephone
- Maintenance of the office space, including setting up boardrooms for meetings
- Maintenance of the shared spaces, stock ordering, basic troubleshooting of office equipment
- Diary management
- Dealing with requests for information
- Ensuring that the policies of the company are observed, and that good practice is encouraged, particularly in the areas of Health and Safety, Equal Opportunities, and confidentiality
The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by the organisation which are relevant to your post within the company to meet the overall business objectives.
Where you'll work
60 STATION ROAD
CLACTON ON SEA
CO15 1SP
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
C.M.S. VOCATIONAL TRAINING 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
As a Business Administrator Apprentice, you will complete the following qualifications as part of your Apprenticeship:
- Level 3 Business Administrator Standard Apprenticeship
- You will also develop the skills, knowledge and behaviours required to work within an office environment
- This apprenticeship is delivered in the workplace and 20% of your working time will be dedicated towards training and learning new skills
- You will be allocated a tutor who will provide you with personal support and assessment at pre-arranged times
- Assessment is through a variety of methods, including observations in the workplace, witness testimonies, product evidence and professional discussions
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
- Administrative skills
- Team working
- Initiative
Other requirements
Required to work in the office every day.so check the commute - the office is 200 metres from the train station.
About this employer
Coffey Brooks Financial Services is an established independent financial advisory firm based in Clacton-on-Sea, Essex. With over 20 years of experience in the financial services industry, the company provides professional, independent financial advice to individuals, families and businesses. Their wide range of services includes mortgages, pensions, investments, life insurance, protection, retirement planning and both personal and corporate financial planning. As independent financial advisers, Coffey Brooks can consider products and solutions from across the market, helping clients make informed financial decisions tailored to their individual circumstances and long-term goals. The company is directly authorised and regulated by the Financial Conduct Authority (FCA) and prides itself on delivering a friendly, approachable and professional service. Its experienced team of financial advisers and support staff work closely together to ensure clients receive clear guidance and ongoing support. Coffey Brooks places great importance on building lasting relationships with its clients, offering a personal approach rather than a one-off service. With a strong focus on customer care, teamwork and professionalism, the company provides an excellent environment to gain valuable experience within the financial services sector.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
After successful completion of the apprenticeship there could be progression to a permanent role and the opportunity for the learner to complete IFA qualifications, supported by the employer.
Ask a question
The contact for this apprenticeship is:
C.M.S. VOCATIONAL TRAINING LIMITED
Katrina Clarke
katrina.clarke@cmsvoc.co.uk
01924 470477
The reference code for this apprenticeship is VAC2000061205.
Apply now
Closes in 18 days (Monday 16 November 2026 at 11:59pm)