Business Admin Apprentice

Administration and Office Support:

Assist with general office duties including scanning, filing, post, documentmanagement and maintaining tidy workspaces. Update and maintain internal systems, including the CRM, client records and job tracking tools (e.g., Glide). Support the team with diary management, scheduling meetings and preparing documents.

Client Service Support:

Be a first point of contact for clients via phone, email and at reception. Manage incoming enquiries professionally and direct to the correct team member. Assist with sending proposals, engagement letters and onboarding documents.

Compliance and Data Management:

Support Anti-Money Laundering (AML) checks by completing ID requests and ensuring documentation is uploaded correctly. Maintain accurate client files in line with GDPR and internal compliance standards. Help with updating Companies House records, client data and statutory information as required.

Financial Administration:

Assist with calls to HMRC. Support the team in responding to basic payment or invoice queries. Direct more complex queries to senior team members promptly.

Team Support:

Support senior administrators, practice manager and accountants with ad-hoc tasks. Assist with organising team meetings, training sessions and events. Contribute to continuous improvement of processes and workflows.

Training:
Business Administrator Level 3 Maths / English functional skills (if required) No day release, qualification to be completed within the apprentice work place 

Training Outcome:

Potential for long term employment.

Employer Description:

Our mission is, through effective financial advice and strategies, to proactively help the owners of professional service companies focus their time where they can add the most value so they can grow their businesses and achieve the success they know they deserve.

Working Hours :
Monday - Friday, 9.00am - 5.00pm. 30 min break.

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