Job Summary
  • Salary
    £142 (per week)
  • Location
    Wetherby, Yorkshire
  • Sector
    Business Admin Level 3
  • Duration
    12 Months
  • 1 Position Available
  • Closing Date
    18th December 2016
  • Employer Name
    Wood Financial Services
  • Distance from acadmey
    • 21.1 Miles
    • 30 Minutes
  • Address
    Market Place, Wetherby LS22 6LQ, United Kingdom

Job Description

An opportunity has arisen to join an award winning financial advisory firm as a Business Administrator Apprentice. The role will give you an excellent opportunity to gain experience. We are keen to recruit a candidate eager to learn and develop.

This is a great opportunity to develop and learn skills associated with maintaining databases and digital records.

Team Responsibilities:
– Arranging team meetings (monthly & quarterly), setting agenda and taking minutes
– Team Social events, booking & confirming venue sending out invites
– Opening and distributing the post each day

– Arranging 1-2-1s and Banking Reconciliation

– Issuing Letters of Authority to providers (within 24 hours of receipt)
– Requesting & gathering initial information
– Entering existing plans and fact find information onto software system

– Pass initial information to Para-planner
– Liaise with provider & client once case is submitted to see through to completion
– Scan all completed cases onto Volume for submission to compliance

Client Communication:
– Issuing out marketing material (including the Investment report) to clients
– Monitoring the response and usage by the client (using software programmes to be confirmed)
– Helping to organise client seminars to include issuing invites, confirm response, prepare venue and attend

While a great deal of time will be spent on updating and monitoring systems, your role will also require assisting the office with general administration support.

As well as working towards a level 3 Business administration qualification, the company also encourages further study/ training to help employees achieve their full potential.

Working Week

Monday – Friday 9:00am – 3.30pm 30 hrs pw


Requirements & Prospects


Ideally a minimum 4 GCSE’s C and above Including Maths, English and ICT (or equivalents)

Desired Skills

Good organisation skills, strong communication skills, strong IT skills

Personal Qualities

Outgoing nature, motivated, keen to progress and learn new skills

Future Prospects

Full permanent prospects

  • Apprenticeship Length
    12 Months
  • Training Provider
    Aspire Achieve Advance Ltd
  • Academy Location


The Apprentice will work towards a Level 3 Advanced Apprenticeship for Business and Administration Professionals. The qualifications consist of:
• Advanced Apprenticeship in Business and Administration
• Level 3 Diploma in Business and Administration
Level 2 Functional Skills English, Maths & ICT (if applicable)

Qualification Gained

Advanced Apprenticeship (Level 3)