Business Administration Apprentice (Finance) - Luminar Paraplanning LTD

 

As a Business Administration Apprentice, you’ll support the day-to-day operations of the business, gaining valuable experience across a range of administrative and organisational tasks. Your duties will include, but are not limited to:

Creating and sending invoices to clients
Providing weekly client updates in a clear and professional manner
Contacting insurance providers to chase information and recording updates in file notes/templates
Managing the company inbox, allocating tasks to the paraplanning team, and responding to queries
Processing business through internal CRM systems and ensuring data accuracy
Drafting client communications, including letters and emails
Preparing meeting packs using internal systems and relevant documentation
Taking minutes during quarterly meetings and distributing them as required
Supporting with general office administration and ad hoc tasks as directed by management
Attending college sessions and completing all coursework and assignments on time
 

 

 

Training:

Business Administrator Level 3 
Functional Skills in English and maths if required
21 months inclusive of 3 month EPA period
Monthly College attendance – one day per month Nottingham City Hub Campus
Please note that as this is an apprenticeship standard you will be required to sit an end point assessment. 

Please click on the link below for more information regarding End Point Assessment:
https://www.instituteforapprenticeships.org/apprenticeship-standards/business-administrator-v1-0  

Training Outcome:

There is scope for progression for the right candidate, who wishes to move into a full administrator role and/or paraplanning role in the future.

Employer Description:
At Luminar Paraplanning, we provide expert outsourced paraplanning support to financial advisers, helping streamline their advice process and ensure compliance with regulatory standards. Our team specialises in crafting high-quality suitability reports and compiling all necessary documentation for case submissions. By handling the technical and administrative aspects of financial planning, we enable advisers to focus on building strong client relationships and delivering exceptional advice. Whether you need ongoing retained services or assistance with complex cases, Luminar delivers reliable, compliant, and efficient paraplanning tailored to your business needs.

Working Hours :
Working hours are: 9-5 or 8-4 - 37.5 per week

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Patience