Trainee Administrator Apprentice – Liberate Wealth Limited – LS12 6NJ

Overview

This Level 3 Business Administrator apprenticeship provides the opportunity to gain practical experience in office administration while working within a professional financial services and wealth management company. The role focuses on supporting the team with day-to-day administrative tasks, helping process client applications, maintaining records, and ensuring that business operations run smoothly.

Apprentices will develop skills in communication, organisation, financial administration, and customer service. Responsibilities include updating client records, monitoring applications, answering telephone calls, greeting visitors, managing post, scanning and filing documents, preparing client paperwork and valuation reports, and supporting the administration of investments and withdrawals. The role also involves communicating with financial providers, handling confidential information, and following company procedures and financial regulations.

The apprenticeship is suited to someone who is organised, reliable, enthusiastic, and has good communication, IT, analytical, and attention-to-detail skills. Applicants must have GCSE English and Maths at grade 4. Training will be provided by Luminate Education Group, with attendance at Leeds City College Printworks Campus two days per month while working towards the Level 3 Business Administrator qualification. The role is Monday to Friday, 9am to 5pm, with a starting wage of £15,392 per year. A full-time permanent contract is highly likely after successful completion.

About the Employer

Training to be Delivered

• Use IT systems and software, including Microsoft Office, to prepare documents, process information, and maintain databases.
• Produce accurate emails, letters, reports, proposals, and other business documents.
• Maintain organised records and handle confidential information in line with company procedures.
• Develop professional communication skills when dealing with clients, colleagues, visitors, and external providers.
• Build positive working relationships and work collaboratively with different teams.
• Organise workloads, manage priorities, meet deadlines, and use initiative when completing tasks.
• Develop problem-solving and decision-making skills when dealing with administrative challenges.
• Understand financial services procedures, compliance requirements, and regulations, including Anti-Money Laundering and Financial Conduct Authority requirements.
• Learn how to organise meetings, record minutes, manage resources, and support projects.
• Complete the nationally recognised Level 3 Business Administrator qualification alongside practical workplace experience.