Apprentice Office Administrator – Financial Services Support – Find an apprenticeship

Summary

We are offering an exciting opportunity to join a dynamic team that provides essential back-office support to partners within the financial services industry. This is an office-based role where you will develop valuable skills working with telephone systems, Microsoft Office, and other essential software tools.

Annual wage: £9,984 a year
Minimum wage rates (opens in new tab)
Training course: Business administrator (level 3)
Hours: The working week is Monday to Friday, 9:00 AM to 4:00 PM. You’ll handle phone calls, assist with administrative tasks, and support the back-office team, with time dedicated to training and skill development in a supportive environment.
30 hours a week
Possible start date: Sunday 1 December
Duration: 1 year 6 months
Positions available: 2

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

Tasks (not limited to):

Answering and handling incoming phone calls, providing professional services, and resolving client queries.
Assisting with administrative tasks such as data entry, document preparation, and managing client information using Microsoft Office tools.
Supporting the back-office team with filing, organising, and coordinating schedules to ensure smooth business operations.
Training (not limited to):
Comprehensive training on telephone systems and professional communication techniques.
Ongoing guidance in the use of Microsoft Office Suite (Excel, Word, Outlook) to manage tasks efficiently.
Mentorship from experienced team members to develop a strong understanding of financial services back-office operations.

Where you’ll work

Suite E

The Courtyard

Hythe Road

Ashford

TN25 6NH

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

MID-KENT COLLEGE

Your training course

Business administrator (level 3)

Equal to A level

Course contents

Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.

Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.

Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.

Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.

Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.

Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.

Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.

Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

Your training plan

Level 3 Business Administrator apprenticeship standard
Functional Skills in maths and English if required
Development of knowledge, skills and behaviours required to complete the business administrator apprenticeship standard

More training information

MidKent College

Training will be from our Maidstone campus, one day every fortnight.

Requirements

Desirable qualifications

GCSE in:

X 5 to include English, Maths (grade Grade A*-C/9-4)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Problem solving skills
Presentation skills
Administrative skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience

Other requirements

Long periods on a PC

About this company

C&L FinEfficiency Limited provides essential back-office support services to partners within the financial services industry. By managing administrative tasks, client communications, and data processing, we allow our partners to focus on their core business operations. Our services help streamline processes, improve efficiency, and ensure compliance, making us a trusted resource for financial professionals who need reliable and efficient back-office solutions.

After this apprenticeship

After the apprenticeship, you could secure a permanent role with increased responsibilities in back-office support or administration. We also offer further development opportunities, such as sponsoring higher education. One of our former apprentices is now pursuing a Chartered Manager Degree, fully funded by us.

Ask a question

The contact for this apprenticeship is:

MID-KENT COLLEGE

Apprenticeship Recruitment

apprenticeshiprecruitment@midkent.ac.uk

01622 625999

The reference code for this apprenticeship is VAC1000283676.

Apply now

Closes in 31 days (Saturday 23 November at 11:59pm)

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Apprentice Office Administrator – Financial Services Support

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