Business Administrator Apprentice Level 3

Join Whateley Wealth Management, a growing and forward-thinking financial services business. You’ll gain hands-on experience in administration, customer service, and financial services while completing a Level 3 Business Administration Apprenticeship. This is a fantastic opportunity to learn and build a long-term career within a supportive team.

Duties

• Carry out general office duties, including scanning, filing, and post handling.
• Provide general administrative support to the administration team and advisers.
• Input and update client information accurately into the back-office system.
• Maintain and organise electronic and paper-based client files.
• Ensure all files are complete and compliant with internal procedures and regulatory requirements.
• Liaise with product and service providers regarding client requests and documentation.
• Ensure confidentiality and data protection compliance at all times.
• Welcome clients and visitors to the office in a professional and friendly manner.
• Answer incoming calls and direct enquiries to the appropriate team member.
• Support day-to-day office administration and help keep the office organised.
• Assist with the company’s social media channels, including preparing and scheduling posts.
• Support the creation of engaging social media content to promote the business, services, and company activities.
• Help maintain a consistent and professional online presence across social media platforms.
• Assist with basic marketing administration, including updating website or marketing materials where required.
• Support the team with promoting company news, events, and achievements across social media.
• Learn about financial services while developing strong business administration, communication, and marketing skills.
• Follow company procedures and maintain high standards of professionalism.
• Support the smooth running of the office and provide excellent client service.