Financial Administrator Apprentice

CHRONOS WEALTH LTD

Altrincham (WA14 4DZ)

Closes in 13 days (Monday 26 October 2026 at 11:59pm)

Summary

Opportunity to join a successful but small and growing wealth advice business based in Altrincham, where the individual has the opportunity to advance their career through administration onto ParaPlanning and even onto the St James’s Place Academy to train as a financial advisor if they wish.

Wage: £19,500 a year

Training

Course: Financial services administrator (level 3)

Hours: 37 hours 30 minutes a week

Start date: Monday 16 November 2026

Duration: 1 year 2 months

Positions available: 1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work:

• Provide administrative support to the Practice
• Ensure that files are complete with all required client identification documentation and necessary application forms
• Oversee the letter of authority process
• Learning the requirements of pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM
• Process applications accurately and record the required management information
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
• Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
• Meeting and greeting clients and visitors to the Practice
• Liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales

Where you'll work: Lynnfield House Church Street Altrincham WA14 4DZ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider: WORKPAYS LIMITED

Training course: Financial services administrator (level 3)

What you'll learn:

• Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
• Deliver customer service to internal and/or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
• Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
• Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
• Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
• Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
• Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
• Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
• Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
• Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
• Plan, organise and prioritise own tasks, managing time and resources effectively.
• Identify opportunities for continuous improvement and recommend solutions to improve processes.
• Apply current and developing sustainable principles and techniques relative to role.
• Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
• Work in line with organisational equity, diversity, and inclusion policies.