Office Business Administrator Apprentice Level 3
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Company: Whateley Wealth Management
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Location: Bromsgrove, B61 8AQ
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Type: Apprenticeship
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Salary: Apprenticeship Minimum Wage
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Sector: Business, Administration, Finance and Law
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Ref: VAC-01023
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Application Deadline Date: 14/09/2026
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Start Date: 21/09/2026
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Positions Available: 1
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Working Week: Mon - Fri 9 a.m. - 5 p.m. (30 min lunch)
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
Training to be Provided
Teaching and learning the skills, knowledge and behaviours within Business Administration
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 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.
Other Information
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