Office Administrator Apprentice

Summary

Provide quality admin support while completing a Financial Services Administrator apprenticeship. Gain skills through on-the-job training and formal study to excel in a financial environment. Represent the firm in meetings and handle front-of-house duties, showcasing professionalism and building relationships.

Annual wage: £12,313.60 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday - Friday, 9.00am - 5.00pm
37 hours a week
Possible start date: Monday 20 January
Duration: 1 year
Positions available: 1

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

Administrative Support:

Assist with the preparation and processing of financial documentation, such as client applications, agreements, and account updates – including scanning, storing, and sending documents to clients to sign
Maintain accurate records in line with company policies and regulatory requirements.
Support the management of client files, ensuring all information is up-to-date and securely stored
Taking notes during meetings with clients

Customer Interaction:

Provide a high standard of service when responding to customer inquiries via phone, email, or face-to-face
Assist with onboarding new clients, including verifying documentation and collecting necessary information
Escalate more complex client requests to senior team members where appropriate

Compliance and Regulation:

Learn and adhere to financial regulations such as Anti-Money Laundering (AML), Know Your Customer (KYC), and GDPR
Support the preparation of reports and documentation for compliance checks or audits

Data Entry and Reporting:

Accurately input financial data into systems and generate reports for internal use or external stakeholders - including calculating transactions with clients

Typing up bills and invoices:

Assist in reconciling financial records and identifying discrepancies

Team Collaboration:

Work closely with the Principle Solicitor and other team members to deliver seamless client service
Attend team meetings and training sessions to stay informed of company updates and industry developments

Learning and Development:

Actively engage in training to complete the Level 3 Financial Services Administrator qualification
Shadow experienced team members to gain a deeper understanding of financial products, services, and processes

Where you’ll work

ROYAL QUAYS BUSINESS CENTRE

COBLE DENE

NORTH SHIELDS

NE29 6DE

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

SKILLS NORTH EAST LIMITED

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

Financial Services Administrator Level 3 Apprenticeship Standard
You will attend our Training Provider, Skills North East Centre, one day per week

Requirements

Essential qualifications

GCSE in:

English (grade Grade 4 or higher)
Mathematics (grade Grade 4 or higher)

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

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience

About this company

At Springle & Co. we take our time to help our clients navigate the legal processes involved in protecting their futures and those of the ones they love. You never know what is around the corner, so it’s always better to be prepared.

After this apprenticeship

Progression within the company

Ask a question

The contact for this apprenticeship is:

SKILLS NORTH EAST LIMITED

Judith Hunter

judith@sne.org.uk

The reference code for this apprenticeship is VAC1000291696.

Apply now

Closes in 12 days (Thursday 2 January at 11:59pm)

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

Cookies on Find an apprenticeship

Contents