Office Business Administrator Apprentice Level 3

Brief Description

Join Whateley Wealth Management, a growing and forward-thinking financial services business. You’ll gain hands-on experience in administration, customer service and financial services while completing a Level 3 Business Administration Apprenticeship. This is a fantastic opportunity to learn and build a long-term career within a supportive team.

Qualifications Required

5 GCSEs including 4/C or above for Maths and English

Personal Qualities

Professional and trustworthy when handling confidential information
Positive, polite and friendly attitude
Willingness to learn and develop new skills
Adaptable and able to work effectively as part of a team
Proactive approach with a willingness to take initiative

Skills Required

Reliable and punctual with a strong work ethic
Friendly, confident and professional manner
Good attention to detail and accuracy
Excellent communication skills – both written and verbal
Good IT skills and comfortable using Microsoft Office
Strong organisational and time management skills
Good time management and ability to prioritise tasks
Confident speaking with clients and colleagues

Future Prospects

Successful completion of the apprenticeship could lead to a permanent position within the business, with opportunities to progress and develop a long-term career in financial services and business administration.

Vacancy Detail

Duties will include:
Carry out general office duties, including scanning, filing and post handling.
Provide general administrative support to the administration team and advisers.
Input and update client information accurately into the back-office system.
Maintain and organise electronic and paper-based client files.
Ensure all files are complete and compliant with internal procedures and regulatory requirements.
Liaise with product and service providers regarding client requests and documentation.
Ensure confidentiality and data protection compliance at all times.
Welcome clients and visitors to the office in a professional and friendly manner.
Answer incoming calls and direct enquiries to the appropriate team member.
Support day-to-day office administration and help keep the office organised.
Assist with the company’s social media channels, including preparing and scheduling posts.
Support the creation of engaging social media content to promote the business, services and company activities.
Help maintain a consistent and professional online presence across social media platforms.
Assist with basic marketing administration, including updating website or marketing materials where required.
Support the team with promoting company news, events and achievements across social media.
Learn about financial services while developing strong business administration, communication and marketing skills.
Follow company procedures and maintain high standards of professionalism.
Support the smooth running of the office and provide excellent client service.

This is more than just a job — it’s a chance to build a career. Many of our team members started in junior roles and have progressed into permanent positions with further qualifications and responsibilities. If you’re ready to learn, grow, and start a rewarding journey in financial services, we’d love to hear from you.

Other Information

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