Financial Business Administration Support Assistant

Business Administration

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At a glance

Date Posted: 01/11/2018

Expiry Date: 28/02/2019

Vacancy reference: 1466853

Wage: £8,775 (per annum)

Location: York

Apprenticeship Type/Name: Business Administration Apprentice

Working week/hours: 37.5

Apprenticeship duration: 15 Months

Apprenticeship level: Intermediate (Level 2)


Qualifications required:

  • Educated to A level standard
  • Strong maths and English A* - C or level 5-9
  • Proficient in Microsoft packages

Desired skills:
  • Able to work on your own initiative
  • Good communication skills
  • Proficient in Microsoft packages
  • Accuracy and attention to detail
  • Inquisitive and eager to learn
  • Friendly and polite
  • Have an interest within number or the financial industry
  • Introduction into financial records and invoicing
  • Honesty and integrity
  • Have a hobby or interest
Personal qualities:
  • Able to work independently and within a team
  • Work effectively towards deadlines and under pressure
  • Good team management
  • Financial life skills
  • IT skills
  • Communication skills
  • Customer service skills
  • Collection and interpretation of information
  • Having fun within a work environment

Training provided:
All training to be delivered in the workplace and on a one to one basis with tutor/assessor support.


The aim of the role is to equip you with the skills of a Business Administrator set in a small but busy office within the environment of financial services. The role will give you a depth of understanding of the various facets of the world of commercial finance and residential mortgage market.

  • Maintain accurate customer records
  • Administration support for client interviews
  • Preparation of lending applications
  • Data entry and application submissions
  • Telephone enquiries and follow up calls
  • Collection, analysing and processing of customer sensitive information
  • Diary Management
  • Produce Business documents
  • Maintaining financial records


Name: Avril Deighton


Phone number: 01904 666713

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