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Financial Services Administration Apprentice
CALLAWAY SYKES ASSOCIATES LTD
CHELMSFORD (CM2 0SE)
Closes in 2 days (Wednesday 7 October 2026 at 11:59pm)
Posted on 3 September 2026
Summary
An exciting opportunity to join a dedicated team of experienced Financial Services Administrators, delivering exceptional client service to a portfolio of high-net-worth clients. This role offers the chance to work in a professional, collaborative, and client-focused environment, with excellent opportunities for personal and career growth.
Wage £21,000 a year
Training course: Financial services administrator (level 3)
Hours: Monday to Friday, 09.00 - 17.00. 35 hours a week
Start date: Monday 2 November 2026
Duration: 1 year
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
You will learn the skills required to support the administration of regulated financial advice.
Key Duties and Responsibilities:
- Assisting with the preparation of client meeting packs
- Maintaining and updating client records
- Downloading and printing applications, factsheets, and supporting materials
- Liaising with insurers, fund managers, and other professionals as required
- Preparing and printing mail merges
- E-filing and saving documents to the cloud
- Scanning, printing, and filing documents as required
- Preparing basic letters and correspondence
- Scheduling client meetings
- Data entry using internal IT systems
- Preparing report packs
- Handling general enquiry calls
- Monitoring and ordering stationery
- Assisting Advisers and Administrators with day-to-day tasks
General Responsibilities:
- Answering incoming telephone calls in a professional and courteous manner
- Supporting the business's ongoing growth and administrative requirements
- Logging all calls and emails in the CRM system in line with compliance requirements
- Securely shredding confidential information
- Keeping the office environment tidy and presentable at all times
Where you'll work
56 NEW WRITTLE STREET
CHELMSFORD
CM2 0SE
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
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Training provider: SIMPLY ACADEMY LTD
Training course: Financial services administrator (level 3)
Course contents:
- 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 techniques 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.
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Requirements
Essential qualifications:
- GCSE in: 5 subjects including maths and english (grade D/above)
- A Level in: minimum 2 subjects (grade A-C)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills:
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Administrative skills
- Number skills
- Analytical skills
- Team working
- Initiative
- Patience
- Can do attitude
- Punctual
About this employer
Callaway Sykes Associates Limited are financial advisers who provide discreet, impartial and professional advice, utilising a range of investment, savings, protection, pension, income and retirement solutions for individual and corporate clients.
http://www.csba.co.uk (opens in new tab)
Company benefits
Other benefits will be included such as life cover, pension, paid holiday etc.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
For the right candidate, there is excellent potential for career progression and the opportunity to secure a permanent position. We offer additional training and actively encourage and support self-directed learning.
As your career develops, there may be opportunities to progress into roles such as Adviser Support, Senior Adviser Support, Paraplanner, or Financial Adviser.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
The reference code for this apprenticeship is VAC2000051474.
Apply now
Closes in 2 days (Wednesday 7 October 2026 at 11:59pm)
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