Job Summary

This is a fantastic opportunity for the right candidate to move into Financial Services and work with a first-class employer taking advantage of their apprenticeship development programme.

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.

As an apprentice administrator you will learn:-

  • the financial services market
  • the financial services regulatory framework
  • ethics and key principles of the financial advice process
  • the purpose and technical content of financial services products and services
  • systems and processes required to carry out the role of financial services administrator

During your apprenticeship you will study towards a recognised Financial Services qualification.

Responsibilities and Duties

  • to use the database programme thoroughly
  • check and scan pre-sale compliance documents
  • apply for mortgages and protection
  • run a diary to successfully progress applications
  • calling lenders and life companies
  • answering and directing phone calls in a pleasant and friendly manner
  • opening and scanning post

Qualifications and Skills

You will…

  • have achieved GCSE C or above in English and Maths
  • have good I.T. skills
  • have a pleasant friendly manner
  • possess a willing and determined attitude
  • and good communication skills.

Additionally, the following are desirable but not essential…

A – C grade GCSE Maths& English

An interest in Financial Services

A good understanding of MS Office packages i.e. word. excel&powerpoint.

Progression – This is a long term career opportunity leading to roles in senior administration, compliance or advisory.

Job Types: Full-time, Apprenticeship

Salary: £10,200.00 /year

The working week is Monday to Friday 9:00 – 17:30.

In order to apply for the position, please click the APPLY button below to forward a copy of your CV.

To apply for this job email your details to