Training provider

DYNAMIC TRAINING UK LIMITED

Training course

Business administrator (level 3)
Understanding apprenticeship levels (opens in new tab)

What you'll learn

Skilled in the use of multiple IT packages and systems relevant to the organisation in order to:

• write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages.
• Able to choose the most appropriate IT solution to suit the business problem.
• Able to update and review databases, record information and produce data analysis where required.
• Produces accurate records and documents including: emails, letters, files, payments, reports and proposals.
• Makes recommendations for improvements and present solutions to management.
• Drafts correspondence, writes reports and able to review others' work.
• Maintains records and files, handles confidential information in compliance with the organisation's procedures.
• Coaches others in the processes required to complete these tasks.
• Exercises proactivity and good judgement.
• Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way.
• Seeks advice of more experienced team members when appropriate.
• Builds and maintains positive relationships within their own team and across the organisation.
• Demonstrates ability to influence and challenge appropriately.
• Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
• Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms.
• Uses the most appropriate channels to communicate effectively.
• Demonstrates agility and confidence in communications, carrying authority appropriately.
• Understands and applies social media solutions appropriately.
• Answers questions from inside and outside of the organisation, representing the organisation or department.
• Completes tasks to a high standard.
• Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work.
• Is able to review processes autonomously and make suggestions for improvements.
• Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly.
• Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
• Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines.
• Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace.
• Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation).
• Manages resources e.g. equipment or facilities.
• Organises meetings and events, takes minutes during meetings and creates action logs as appropriate.
• Takes responsibility for logistics e.g. travel and accommodation.
• Uses relevant project management principles and tools to scope, plan, monitor and report.
• Plans required resources to successfully deliver projects.
• Undertakes and leads projects as and when required.

Training schedule

This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

Requirements

Essential qualifications

• GCSE in: English (grade 4)
• Maths (grade 4)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Administrative skills
• Number skills
• Team working
• Initiative
• Patience

About this employer

Moffatt Financial Planning has been providing financial advice since 1967. We’ve helped clients of all types including private individuals, small businesses and medium sized companies.

https://moffatts.com/ (opens in new tab)

Company benefits

We offer a workplace pension, life cover, income protection cover and private medical insurance.

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab). We have successfully recruited two apprentices in the past, both of whom are still working within the business.

On successful completion of the apprenticeship, we would expect the candidate to progress into a full-time role within our administration team, with the opportunity to develop further into paraplanning and, ultimately, a financial adviser role.

We actively support career progression and professional development. Our company ethos is centred on professionalism, learning and encouraging team members to progress through relevant financial services qualifications and professional exams.

Ask a question

The contact for this apprenticeship is:

MOFFATT FINANCIAL PLANNING LTD
John Smith
john@moffatts.com

The reference code for this apprenticeship is VAC2000055724.

Apply now

Closes in 12 days (Sunday 11 October 2026 at 11:59pm)

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