Business Administration Level 3 (15 month)
Location: Bromsgrove B61 8AQ
Salary: £15600 per year
Hours: Mon - Fri 9 a.m. - 5 p.m. (30 min lunch)
Overview
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.
Responsibilities
- Carry out general office duties, including scanning, filing and post handling
- Provide general administrative support to our administration team and advisers
- Input and update client information accurately into our 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.
- Welcoming clients and visitors to the office in a professional and friendly manner.
- Answering incoming calls and directing enquiries to the appropriate team member.
- Supporting day-to-day office administration and keeping the office organised.
- Learning about financial services and developing strong business administration skills.
- Following company procedures and maintaining high standards of professionalism.
- Supporting the smooth running of the office and providing 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.
Qualifications
- 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
This apprenticeship offers a possibility of a full-time, permanent role within the company and future career progression.
Pay: £15,600.00 per year
Benefits:
Application question(s):
- What are your results for Maths and English GCSEs?
- Why would you like to get your career started within a busy office environment?
Education:
- A-Level or equivalent (preferred)
Licence/Certification:
- UK Driving Licence (preferred)
Work Location: In person
