Business Administrator Apprentice Level 3

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.