Apprentice Office Administrator

Tailored Financial Planning Ltd

Apprentice Office Administrator required to work for a family run business in the Financial Services Industry.

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Weekly wage


Total hours per week

37.5 hours

Expected duration

15 months

Possible start date

15 Mar 2021


  • Answering the telephone and directing queries to relevant colleagues
  • Dealing with incoming and outgoing mail
  • Meeting and greeting clients and signing them in
  • Dealing with client correspondence and communications
  • Providing administrative assistance to staff and advisers
  • General office tasks including scanning, filing
  • Support and administration of internal databases
  • Commissions and maintaining stocks of stationery
  • Learning how to complete client annual reviews and contacting providers for information

Working week

Monday to Friday 9.00am - 4.30pm

37.5 hour per week

Date posted

19 Feb 2021

Apprenticeship Level

Advanced Level Apprenticeship


1 available

Requirements and prospects


  • Confident in making telephone calls and speaking to people
  • Good computer skills required
  • Ability to work in a team or independently


None required.

Personal Qualities

  • Hardworking and keen to learn

Future Prospects

Excellent opportunities to further develop skills and knowledge within financial services.

About the employer

Financial advisors.


Tailored Financial Planning Ltd


Corporation Street
St. Helens
WA10 1SX

Training provider

  • Business Administrator Level 3
  • An advanced level of Business Administration training is provided

Training framework

Business Administrator

Training provider



Adam Gardam

01744 742103

Application instructions

Application closing date: 12 Mar 2021

Apply now

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