Trainee Administrator Apprentice
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Company LIBERATE WEALTH LIMITED
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Provider LUMINATE EDUCATION GROUP
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Location Leeds, LS12 6NJ
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Type Apprenticeship
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Salary Apprenticeship Minimum Wage
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Sector Business and administration
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Ref NAS-2000061641
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Application Deadline Date 19/11/2026
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Start Date 04/01/2027
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Positions Available 1
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Working Week Monday to Friday 9am to 5pm.
Brief Description
We are seeking a motivated, enthusiastic, and detail-oriented Trainee Administrator to join our friendly and supportive team. This is an excellent opportunity for someone looking to start or build a career in administration within a professional financial services environment.
Training to be Provided
This is a full-time role, working Mon-Fri from 09:00 - 17:00. The successful apprentice will attend Leeds City College 2 days per month (Printworks Campus), studying towards a L3 Business Administration qualification.
Future Prospects
A full-time permanent contract is highly likely upon completion of the apprenticeship.
Vacancy Detail
- Provide day-to-day administrative support to the team
- Assist with processing new business applications under supervision
- Support the monitoring of applications through to completion
- Help maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office)
- Act as a first point of contact for clients and visitors in a professional manner
Assist with reception duties including:
- Answering telephones and directing calls
- Managing incoming and outgoing post
- Scanning and filing documents
- Greeting and assisting visitors
- Support the administration of client investments and withdrawals
- Assist in preparing client documentation, including valuation reports
- Liaise with providers and third parties under guidance from senior team members
- Ensure all tasks are carried out in line with company procedures
- Support adherence to Compliance, Treating Customers Fairly (TCF), SMCR, Anti-Money Laundering (AML), and FCA regulations
- Maintain accurate records to support audit and compliance requirements
- Assist with a variety of ad-hoc administrative tasks
- Work collaboratively with colleagues to support team objectives
- Continuously learn and develop knowledge of systems, processes, and industry practices