Business Administration Apprentice – Financial Planning Industry

Provide administrative support to financial advisors and planners Accurately input and maintain client data using IT systems Handle confidential and sensitive financial information with discretion Prepare and process documentation for mortgages, pensions, and investment plans Assist with emails, phone calls, and general office tasks Support compliance and record-keeping in line with financial regulations

Training:
Training Location:
Training will primarily take place at the workplace, supported by monthly face-to-face sessions with The Apprenticeship Centre’s tutor. No day release required. Frequency of Training:
The apprentice will receive monthly one-to-one coaching sessions with their assigned tutor. They will also complete independent learning, assignments, and projects in between visits. Off-the-Job Training Commitment:
As per apprenticeship requirements, the apprentice will complete 20% off-the-job training, which may include online workshops, completing set projects, shadowing colleagues, training courses, or work-based learning activities. Programme Duration:
The Business Administration Level 3 apprenticeship is expected to last 15 months of training plus up to 3 months for End Point Assessment (EPA).

Training Outcome:

This apprenticeship offers excellent training and career development opportunities within the financial services sector, with the potential to progress into roles such as Mortgage Administration or Financial Advisory support.

Employer Description:
Originating in Sutton Coldfield, Masterplan Wealth are a firm of Independent Financial Planners and Advisors, providing expert support to clients across the country. From mortgages to pensions and investment planning, we pride ourselves on delivering a high-quality, professional service to meet the personal financial needs of every client.

Working Hours :
Mon - Thu 9 a.m - 5 p.m., Fri finish at 4 p.m. (30 min lunch)

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