Apprentice Financial Services Administrator

A family run Chartered Financial Planning firm are offering the successful candidate an exceptional opportunity to join them as a Financial Services Administration Apprentice.

The main purpose of the Apprentice Financial Services Administrator is to provide administrative support to a financial organisation, providing a high quality and compliant service.

The level 3 Apprenticeship in Financial Services Administration is an entry level role which provides the foundation knowledge, skills and experience for a career in Financial Services.

Brief Overview of Role

The successful applicant will be dealing with the processing of new business applications, client requests and general ongoing maintenance of client portfolios. They will also deal with all areas of business including pensions, investments and life assurance for individual and corporate clients.

Main Duties

The successful applicant will be joining the existing admin team to work alongside them as follows:

  • Working as part of a professional team alongside the advisers and paraplanners to provide clients with a professional on-going Financial Planning experience
  • Processing individual new business applications and tracking the progress up to completion
  • Dealing with providers and clients to obtain relevant policy information and documentation
  • General day to day servicing and upkeep of client’s existing business
  • Dealing with clients and insurers on behalf of the advisers
  • Producing accurate valuations and letters for clients
  • Efficient and accurate diary management – monitoring, updating and chasing regularly
  • Complying at all times with Compliance, Training & Competence, Complaints, Data Protection and office procedures
  • Opening, sorting and distributing post and collection of post at the end of the day
  • Answering the telephone, dealing with calls appropriately either by themselves or directing the call to the appropriate member of staff or by taking accurate and detailed messages
  • Scanning

Essential Qualifications and Skills

Maths and English – Grade C or above

Excellent attention to detail

High standards of written and spoken English

Good organisational skills.

Able to work on your own and as part of a team

Good communicator

Desired Qualifications and Skills

ICT – Pass


Keen to learn


Able to focus

Future Prospects

They would be looking to offer a permanent role based on the skills learnt over the apprenticeship. There will also be the opportunity to gain professional financial services qualifications.

Working week

Monday to Friday

Hours – 9am to 5.30pm

Total paid hours 37.5


£192 pw

To apply for this job email your details to