Business Administrator Apprentice Level 3

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.

What you'll do

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.

Training

Teaching and learning the skills, knowledge and behaviours within Business Administration.

After the apprenticeship

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.

Skills

• Administrative skills
• Analytical skills
• Attention to detail
• Communication skills
• Flexible
• Initiative
• IT skills
• Organisation skills
• Patience
• Problem solving skills
• Sales Skills
• Team working

Qualifications

• Essential: GCSE, English (grade 4)
• Essential: GCSE, Maths (grade 4)

Things to consider

Have you considered hours / wage / location?

About the employer

Formed in 2014 by our founder Nicola Whateley, Whateley Wealth Management is a leading provider of mass market financial services in the West Midlands, advising on Pensions, Investments, Mortgages, and Insurance.

We firmly believe that everyone deserves a secure financial future and have structured our business to deliver this. Our mission is to make the complex simple, giving our clients peace of mind.

We are a dynamic and forward-thinking business and have grown rapidly since our launch. We are active in the local community and still hold dear to our family values; regarding staff and clients as family and treating everyone with integrity and respect.

Apprenticeship details

• Course: Business administrator (level 3), Business and administration
• Apprenticeship level: Advanced (level 3)
• Training provider: THE NVQ TRAINING CENTRE LIMITED
• Expected duration: 1 Year 3 Months
• Hours: 37.5 hours a week. Working week: Monday - Friday, 9.00am - 5.00pm (30 min lunch).
• Start date: 2 November 2026
• Positions available: 1
• Wage: £15,600 a year