Business Administration Apprentice – Financial Planning Industry

Brief Description

We are looking for a motivated and detail-oriented Business Administration Apprentice to join our team. This is an excellent opportunity to gain valuable office-based experience within the financial services sector, supporting mortgage advisors and investment planners, while developing transferable skills for a long-term career in.

Qualifications Required

5 GCSE's including Maths and English at least 4/C or above

Personal Qualities

Organised – able to prioritise tasks and manage workload effectively
Reliable – punctual, dependable, and committed to responsibilities
Attentive to detail – ensures accuracy in handling data and information
Adaptable – flexible and open to learning new skills and processes
Professional – maintains confidentiality and communicates appropriately

Skills Required

Strong maths skills and attention to detail
Confident IT skills (Microsoft Office, email, databases)
Highly attentive and organised with the ability to prioritise tasks
Trustworthy and professional, especially when handling private information
Strong communication skills and a willingness to learn

Future Prospects

This apprenticeship offers excellent training and career development opportunities within the financial services sector, with the potential to progress into roles such as Mortgage Administration or Financial Advisory support.

Vacancy Detail

Duties will include:
Provide administrative support to financial advisors and planners
Accurately input and maintain client data using IT systems
Handle confidential and sensitive financial information with discretion
Prepare and process documentation for mortgages, pensions, and investment plans
Assist with emails, phone calls, and general office tasks
Support compliance and record-keeping in line with financial regulations

Other Information

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