Apprentice Business Administrator – Mortgages & Wealth

Across both businesses, the apprentice will:

• Answer telephone calls and respond to routine enquiries appropriately.
• Assist with managing shared inboxes and correspondence.
• Organise and maintain electronic records.
• Prepare letters, emails, spreadsheets and documents.
• Arrange meetings and appointments.
• Support colleagues with general office administration.
• Learn to prioritise tasks and manage deadlines.
• Participate in team meetings and training.
• Contribute ideas for improving administrative processes.

The apprentice will work towards a Level 3 Business Administrator Apprenticeship, gaining a nationally recognised qualification equivalent to A-level standard.

Training will combine practical workplace experience at Blueberry Mortgages and Blueberry Wealth with structured learning delivered by Coastland College (Weymouth Campus). Bi-weekly college attendance is required during term time only.

Throughout the apprenticeship, the apprentice will develop skills in business administration, customer service, communication, IT, organisation, record keeping and professional business practices.

They will also gain valuable experience supporting mortgage applications, financial planning administration and client services, alongside developing an understanding of confidentiality, data protection and regulatory compliance.

The apprentice will receive dedicated training time during working hours, regular progress reviews and ongoing support from experienced colleagues.

Following completion of the apprenticeship, the right candidate may be offered a position as a permanent member of staff.

You MUST be prepared to commit to your work and training for the duration of the apprenticeship. You will be required to attend an interview and assessment at Coastland College to ensure you meet the requirements for the apprenticeship. 

If a suitable candidate is found prior to the advertised closing date, it may close earlier so please apply early to avoid disappointment.

Blueberry Mortgages and Blueberry Wealth are established, professional financial services businesses based in Poundbury, Dorchester, Dorset.

We provide a range of mortgage, specialist lending and financial planning services, helping individuals, families and businesses make informed financial decisions.

Our experienced and approachable team includes mortgage advisers, financial advisers, paraplanners and administrative professionals who work together to deliver a high standard of personalised client service.

At Blueberry, we pride ourselves on being a friendly, supportive and client-focused organisation. We believe in building long-lasting relationships, treating people with respect and providing opportunities for our colleagues to learn, develop and progress.

As an apprentice, you'll become a valued member of our team, gaining hands-on experience across both our mortgage and wealth management businesses. You'll receive structured training, ongoing guidance and the opportunity to develop valuable professional skills in a welcoming office environment.

We're passionate about developing talent and helping people build rewarding, long-term careers in financial services.

Working alongside experienced mortgage advisers, financial advisers, paraplanners and administrators, the apprentice will learn how both businesses operate and gradually take responsibility for administrative tasks as their knowledge, skills and confidence develop.

The role is designed around learning, development and supervised practical experience, rather than expecting the apprentice to perform the responsibilities of an experienced administrator from the outset.

Our aim is not simply to train someone to complete administrative tasks, but to help them build the knowledge, confidence and professional skills needed for a successful long-term career in financial services.