Business Administrator Apprentice - (Investment Advisor)

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Rated Outstanding for apprenticeships
in our June 2017 Ofsted inspection

Ofsted - Outstanding Provider

Apprenticeship summary

Duties will include:

  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
  • Assiting with analysing information and preparing plans best suited to individual clients' requirements
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Assisting clients to make informed decisions
  • Researching information from various sources, including providers of financial products
  • Reviewing and responding to clients changing needs
  • Promoting and selling products to meet given or negotiated sales targets
  • Negotiating with product suppliers for the best possible rates
  • Liaising with head office and financial services providers
  • Communicating with other professionals, such as estate agents, solicitors and valuers
  • Keeping up to date with products and legislation
  • Producing reports
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products
  • All other administration duties required in the office

Requirements and prospects

Desired skills

  • Knowledge of all Microsoft Applications
  • Maintain high levels of accuracy
  • Good written/verbal skills

Personal qualities

  • Mature outlook
  • Professional and friendly personality
  • Keen and enthusiastic

About the employer


With over 30 years’ experience in providing mortgage & investment advice, our service is different to that of a high street bank. You will find that we are a lot more accessible particularly outside of usual working hours and that the service we provide is much more personal and long term. Most of our clients become long term clients. It is this consistency over the years and a deeper understanding of what is important to you that will give you a much more tailored service with a fuller empathy as to what is important to you. In essence, a truly bespoke service which high street banks do not provide. We have access to an extensive panel of insurers and lenders who provide protection & mortgages for business, residential & buy to let.

Apprenticeship Framework:Business Administrator
Weekly Wage: £250.00
Working Week: Monday - Friday 9:00 - 17:00
Apprenticeship duration: 18 months
Possible start date: 08-07-2019
Level: Advanced

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Next Open Day:

Saturday 5th October 2019
10:00am - 1:00pm

Why Loughborough?

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