Summary
The role of the Client Services & Technical Assistant is to provide first-class client care for clients of the business and to assist in providing administrative and technical support to the Head of Operations and the advisers within the business.
Wage
£15,550 a year
Training course
Business administrator (level 3)
Hours
9am-5pm, Monday to Friday. 9am – 1pm, on the last working Saturday of each month, which will be given back as a half day during the week.
35 hours a week
Start date
Sunday 28 June 2026
Duration
1 year 6 months
Positions available
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
The apprentice will receive ongoing support, mentoring and structured training from experienced members of the team whilst developing practical business administration skills within a professional office environment.
Main duties will include:
* Managing incoming telephone calls, emails and post in a professional manner
* Supporting the booking and coordination of client appointments and diary management
* Learning how to maintain accurate client records and business systems
* Assisting with office administration, stock management and facilities organisation
* Supporting client onboarding and ongoing client communications
* Assisting with business improvement projects and administrative tasks
* Developing knowledge of customer service standards within financial services
* Learning how to use Microsoft Office, CRM systems and internal business software
* Supporting the wider team with day-to-day business operations
* Working closely with managers and colleagues to develop communication, organisation and problem-solving skills
The apprentice will primarily work from the office alongside experienced staff members who will provide daily supervision, training and guidance throughout the apprenticeship.
Where you'll work
54 DEVIZES ROAD
SWINDON
SN1 4BG
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
CIRENCESTER COLLEGE
Training course
Business administrator (level 3)
What you'll learn
Course contents
* Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
* Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
* Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
* Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
* Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
* Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
* Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
* Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Training schedule
Cirencester College.
Business Administration Level 3.
Whilst the majority of training will take place at the employers' premises, there will be occasional attendance required at Cirencester College.
Requirements
Desirable qualifications
GCSE in:
* English (grade C / 4)
* Maths (grade C / 4)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
* Communication skills
* IT skills
* Attention to detail
* Organisation skills
* Customer care skills
* Problem solving skills
* Administrative skills
* Team working
* Initiative
Other requirements
This is a professional office-based role within the financial services sector. The apprentice will work closely with experienced team members and will receive ongoing mentoring and support throughout the programme.