Business Administration Apprenticeship

Administrative & Office Support

Provide general administrative support to advisers and the operations team Prepare, scan, and upload client documentation and correspondence Assist with diary management, meeting coordination, and room bookings Monitor shared inboxes and distribute queries to relevant team members Assist with marketing, Twitter, LinkedIn, Instagram, website editing

Client Service Support

Assist with onboarding new clients and collecting required documentation such as ID verification, Anti-Money Laundering (AML) checks, Know Your Client (KYC) documentation and forms Draft routine client correspondence such as confirmation letters and follow-up emails Manage telephone calls professionally and with confidence

Data Entry & Record Management

Input and update client information on the CRM with high attention to accuracy Maintain accurate electronic filing systems, ensuring documents are stored in line with compliance requirements

Compliance & Regulatory Support

Adhere to FCA regulations, Data Protection (GDPR), and internal policies

Team Collaboration & Learning

Participate in apprenticeship training, workshops, and job-shadowing activities Work closely with colleagues to understand end-to-end wealth management processes Proactively seek opportunities to improve workflows and enhance client service

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.

Training Outcome:

Upon completing the apprenticeship, there may be opportunities to progress into a permanent role, depending on business needs and individual performance.

Employer Description:

Capital Financial Markets is a trusted wealth management firm providing personalised financial planning and investment management services to individuals and organisations. We pride ourselves on delivering exceptional client experiences, maintaining the highest professional standards, and supporting the long-term growth of our people.

Working Hours :
Monday to Friday 9am to 5pm.

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,Patience