Business Admin Apprentice- Sage Wealth Management

Apprenticeship Description

Role Purpose

• To provide a high standard of administrative support to ensure that the Partner’s relationships with their clients can be optimised.
• To assist with the daily operation of the office.

Key Duties and Responsibilities

Client & Customer Support:

·       Act as a first point of contact for clients via phone, email, and written correspondence

·       Provide professional, accurate, and timely responses to customer enquiries

·       Maintain positive relationships with internal and external stakeholders

·       Handle sensitive and confidential information in line with GDPR and company policies

Financial Administration & Business Processing:

·       Process financial documentation accurately, including applications, amendments, and transaction

·       Maintain and update client records using financial services systems and databases

·       Support the preparation of reports, valuations, statements, and policy documentation

·       Conduct checks to ensure accuracy, completeness, and compliance with regulatory requirements

Business & Team Support:

·       Support advisers, paraplanners, and managers with administrative tasks

·       Manage diaries, meetings, and workflow queues where required

·       Prioritise and manage workload effectively to meet service level agreements (SLAs)

·       Work collaboratively as part of a team and contribute to continuous improvement

Apprentice Development:

·       Actively engage with apprenticeship training, assessments, and reviews.

·       Develop knowledge, skills, and behaviours in line with the Level 3 standard

·       Apply learning to the role, demonstrating increasing independence over time

·       Maintain required portfolio evidence and prepare for End-Point Assessment

Person Specification

Knowledge and experience:

·       Good working knowledge of Microsoft packages

·       Comfortable with learning/using electronic (client) data systems

Skills:

·       Accurate data entry and attention to detail

·       Effective written and verbal communication

·       Time management and prioritisation

·       IT literacy, including Microsoft Office and financial systems

·       Problem-solving and decision-making within defined limits

Behaviours:

·       Professional, ethical, and customer-focused approach

·       Accountability and ownership of work

·       Confidentiality and integrity

·       Willingness to learn and adapt

·       Team-oriented and collaborative mindset

Required competencies:

·       Quality Focus: Takes personal responsibility for the quality and timeliness of

work and achieves results with minimal supervision. Stays focused on tasks in

spite of distractions and interruptions.

·       Teamwork: Promotes cooperation and commitment within a team to achieve

goals and deliverables.

·       Embracing Change: Responds positively to change, embracing and using new

practices or values to accomplish goals and solve problems.

·       Self-Development: Demonstrates an ongoing commitment to learning and self-improvement.

·       Communicating Effectively: Understands and learns from what others say and

conveys ideas and facts using language the audience will best understand.

·       Planning and Organising: Manages own time, priorities and resources to

achieve goals.

·       Client Care: Builds and maintains a first-class experience for the client through

the products and services offered by the business.

Entry Requirements

Maths & English GCSE grade 4 / C or equivalent qualification

Applications may close earlier if a suitable candidate has been found.