Apprentice Broker Administration Support – Commercial Finance

Woodbridge, ENG, GB, United Kingdom

Job Description

We are an award-winning whole-of-market commercial finance brokerage, working with both national and international clients. As part of our continued growth, we're offering an exciting opportunity for an enthusiastic and motivated individual to join our team as an Apprentice Broker Support Administrator.

Purpose of the Role



To support the administration and processing of commercial and specialist finance cases while gaining practical experience and training that aligns with the

Level 3 Business Administrator Apprenticeship Standard Business administrator / Skills England



Key Responsibilities



Under supervision and with training, the apprentice will:

Support daily administration tasks using our

internal CRM system

.

Scan

, save, and organise client and financial documentation. Send and respond to

emails

professionally using Outlook or equivalent. Upload and manage case documents on

lender portals

. Prepare and maintain accurate

electronic and paper records

.

Request, log and chase

required documents from clients and third parties.

Support the compliance process

by following procedures for document handling and data protection. Handle incoming phone calls and forward messages appropriately. Liaise with brokers, lenders, and clients professionally via phone and email. Attend internal meetings and take notes where required. Assist with planning and organising travel, meetings, or events as part of business operations. Learn to identify opportunities to improve efficiency and document processes. Take part in training and development sessions to meet apprenticeship goals.

What You'll Learn and Develop



This role will support you to meet the full requirements of the

Level 3 Business Administrator Standard

, including:

Use of IT and business software (e.g., Microsoft Office, CRM systems, lender portals) Effective written and verbal communication Decision making and problem-solving Managing priorities, time, and resources Knowledge of financial services regulations (e.g., data protection, compliance) Understanding of how your work supports the team and wider organisation Professional behaviour, integrity, and responsibility

Person Specification



Essential:



Strong written and verbal communication skills Attention to detail and a proactive attitude Good time management and ability to follow structured processes Competent in basic IT

Additional Information



You'll receive full support and coaching throughout your apprenticeship. 20% of your working hours will be dedicated to

off-the-job training

(in line with apprenticeship rules). Public transport travel will be arranged and paid for by the company Upon successful completion, you may be offered a permanent role with increased responsibilities

Hours:

Full-time, Monday-Friday 9:00 - 17:30 (hours can be adapted to accommodate public transport availability)

Lunch break:

1 hour

Duration:

15-18 months (Level 3 Business Administrator Apprenticeship)

Holiday Entitlement:

20 days pa plus Bank Holidays

Job Type: Full-time

Pay: From 14,725.00 per year

Benefits:

On-site parking
Schedule:

Monday to Friday No weekends
Work Location: In person

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Job Detail

  • Job Id
    JD3499441
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Woodbridge, ENG, GB, United Kingdom
  • Education
    Not mentioned