Business Administration Apprenticeship

FUTURE PLANNING WEALTH MANAGEMENT LTD

SWINDON (SN1 5PD)

Closes in 22 days (Friday 4 December 2026 at 11:59pm)

Posted on 12 November 2026

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Summary

Start your career in financial services with a friendly team of independent financial planners and mortgage advisers in central Swindon. You will support our advisers and clients, manage records and correspondence, and earn a Level 3 Business Administrator qualification with New College while you work.

• Wage:

  £16,380 a year

  Minimum wage rates (opens in new tab)

  Dependant on experience

• Training course: Business administrator (level 3)
• Hours: Monday to Friday 9.00am to 5.00pm and 1 hour per day for lunch.

  35 hours a week

• Start date:

  Monday 4 January 2027

• 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

Reporting to the advisers and office team, you will provide administrative and operational support to a busy independent financial planning and mortgage advice practice.

Duties will include: ·

• Acting as a first point of contact for clients by phone, email and in person, answering queries and passing on messages
• Preparing and sending letters, emails and client documents accurately and on time
• Setting up and updating client records on our database and back-office systems, handling all information confidentially and in line with GDPR
• Tracking the progress of mortgage and financial planning cases and chasing outstanding documents from clients, lenders and providers
• Booking client appointments, managing diaries, organising meetings, taking minutes and keeping action logs
• Scanning, filing and maintaining accurate paper and electronic records
• Supporting basic financial processes, including recording payments and producing simple reports in Excel
• Supporting the day-to-day running of the office, including ordering supplies, dealing with incoming and outgoing post and liaising with suppliers
• Helping to maintain internal records, spreadsheets, checklists and business trackers, ensuring information is accurate and up to date · Supporting internal business processes such as staff records, training logs, annual leave records and other routine administration
• Assisting with compliance and regulatory administration, including maintaining registers, checklists and records under the guidance of the team
• Helping to prepare information and reports for internal meetings and following up agreed actions
• Supporting the organisation of team activities, training and other business events
• Suggesting improvements to office processes and helping with small internal projects

Where you'll work

89 COMMERCIAL ROAD
SWINDON
SN1 5PD

Training

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

Training provider

NEW COLLEGE SWINDON

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

On the job training will be provided by the employer. 

Off the job training will be provided by the employer and New College Swindon. 

Working towards the level 3 Business Administration standard.

Requirements

Essential qualifications

GCSE in:

• English (grade 6)
• Maths (grade 6)

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
• Team working
• Time management
• Reliability
• Professionalism
• Confidentially
• Adaptability
• Written and verbal skills
• Confident answering calls
• Able to prioritise

Other requirements

Must be over the age of 18 for insurance purposes.

About this employer

Office-based in central Swindon, within a small independent financial planning and mortgage advice practice. Future Planning is a friendly, close-knit financial planning and mortgage advice firm in Swindon. As a small team, we work closely together, support one another and make sure everyone has the opportunity to learn and develop. We start each day with a team catch-up that covers work and life outside it, helping us stay connected as a team. We value people who are positive, willing to learn and happy to get involved. Above all, we care about doing a great job, treating people well and always doing the right thing for our clients.

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

Company benefits

We are a small, friendly, and we make sure everyone feels part of it from day one. As well as working closely together day to day, we enjoy team lunches / a Christmas meal / charity events / nights out, which are a great chance for our apprentice to get to know everyone outside of the office.

After this apprenticeship

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

Progression to permanent employment after completion of apprenticeship is considered.

Ask a question

The contact for this apprenticeship is:

NEW COLLEGE SWINDON

The reference code for this apprenticeship is VAC2000064034.

Apply now

Closes in 22 days (Friday 4 December 2026 at 11:59pm)