Pennine Wealth Management

Apprentice Business Administration Assistant Level 3 – Pennine Wealth Management

This is an exciting opportunity to grow and develop. The role will support the administration function for the company and will include general office duties. Due to the nature of this position, it requires a candidate to have a high standard of written skills and excellent attention to detail.

Reference number: VAC1000180349


Wage – £10,296
Duration – 18 months
Start date – As soon as possible
Posted – 15/09/2023

Working Week:

Monday – Friday – 37.5 hours – 9am until 5.30pm

Apprenticeship level




What will the apprentice be doing?

The role will include various administration duties but with the aim of developing and having more responsibility during your apprenticeship.

The role will include some of the following areas;

  • Answering the telephone in a professional manner and dealing with enquiries
  • Liaising in a professional manner, with clients internal and external
  • File management, retrieving information and collating data
  • Manage a project to support improving a system or process
  • Train new or existing staff on ICT packages
  • Working well under pressure
  • Inputting data onto internal systems with a high level of accuracy.
  • Assisting all members of the team as and when required.
  • General administrative duties include typing correspondence by e-mail and letter.
  • To undertake clerical duties including filing, faxing, record keeping, photocopying and distribution of relevant documents.
  • Knowledge of using Microsoft Office Software Packages – Word and Excel.
  • To deal courteously and efficiently with all visitors.
  • Providing refreshments for visitors when required.
  • Maintain a tidy working environment.
  • Dealing with stationery/stock levels and re-ordering as and when appropriate.
  • Ensuring that the Policies of the company are observed, and that good practice is encouraged, particularly in the areas of Health & Safety, Equal Opportunities, and confidentiality.

The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by the organisation which is relevant to your post within the company to meet the overall business objectives.

What training will the apprentice take and what qualification will the apprentice get at the end?

Business Administrator Level 3 Apprenticeship Standard

The following elements will be covered:


  • IT
  • Record and document production
  • Quality
  • Interpersonal skills
  • Decision making
  • Planning and organisation
  • Communications
  • Project management


  • The organisation
  • Value of their skills
  • Stakeholders
  • Relevant regulation
  • Policies
  • Business fundamentals
  • Processes
  • External environment factors


  • Professionalism
  • Personal qualities
  • Managing performance
  • Adaptability
  • Responsibility

The Business Administrator Level 3 Apprenticeship Standard is assessed at the end of the programme externally by the awarding body to assess and test candidate’s knowledge, skills and behaviours.

The end point assessment will include:

  • Assessment on portfolio of evidence
  • Observation
  • Presentation on the Project undertaken – The apprentice delivers a presentation on a project they have completed or a process they have improved. The presentation lasts 10-15 minutes
  • Test of knowledge using scenarios with questions
  • Competency based Interview

You will be given paid time off for study to achieve your apprenticeship.

The apprenticeship programme to be undertaken will be dependent upon previous experience.

The Apprenticeship Training Programme forms part of your duties as well as helping your personal and professional development, the requirements to complete the programme are as follows:

  • Attend and be punctual for all induction sessions and lessons
  • Complete all required assignments
  • Build up your portfolio of evidence
  • Access support from your tutor / assessor and manager as and when required

What is the expected career progression after this apprenticeship?

A permanent position will be available following successful completion of the apprenticeship training and satisfactory employment. There is also an opportunity of progressing on to another apprenticeship.

Things to consider

The salary is negotiable and may also increase after a probationary period; your contract will include paid time to study.

Requirements and prospects

Desired skills and personal qualities

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Number skills
Analytical skills
Team working
Excellent attendance


Grade 4/C or above in Maths and English is essential. Work experience of at least 1 year.

About the employer

Pennine Wealth Management

80 Huddersfield Road, Holmfirth, Huddersfield, HD9 3AZ
Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation, enabling you to achieve life goals through the Structured Management of your finances. Specialising in offering expert advice in a wide range of important areas including: • Investments • Inheritance Tax planning • Pensions • Protection • Corporate financial services Our philosophy focuses upon maintaining long-term, trusted relationships with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients. As a member of the St. James’s Place Partnership, which is the advisory channel for St. James’s Place Wealth Management, we can provide you with a holistic wealth management service designed to meet both your short and long-term needs. I very much look forward to building a professional and valuable relationship with you in the future. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Closing date: 30 September 2023