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Financial Services Administrator Apprentice
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This is a fantastic opportunity to start your career within Financial Services as an Apprentice Financial Services Administrator, developing competency in the role whilst progressing your professional qualifications in the industry.
Wage
£17,500 a year
Minimum wage rates (opens in new tab)
With regular annual pay increases and potential bonus after probation.
Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm with flexible working offered after probation,
37 hours 30 minutes a week
Start date
Monday 31 August 2026
Duration
1 year 6 months
Positions available
1
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
- Handle day to day post routines including:
- Scanning and filing relevant post
- Franking and preparing post out
- General Office Duties including:
- Answering calls and taking messages
- Dealing with client queries
- Updating ‘task’ management system
- Updating our back-office system
- Welcoming visitors, making refreshments
- Managing adviser’s appointments
- Adviser Support including:
- Requesting and collating plan information
- Assisting in client meeting preparation
- Preparing client letters and illustrations
- Liaising with clients and providers
- Ongoing Client Reporting and Review Documentation including:
- Producing and sending portfolio reports to clients
- Preparing review documents for adviser
- Preparing fund performance information
- To progress to Trading and New Business Processing including:
- On-line submission of pension and investment applications
- Buying and selling trades on Investment Platforms
- Submitting client’s income requirements
- Fund switch trading on investment platforms
- Checking completion of all trades
- Medical underwriting applications with clients for life cover
Where you'll work
Point House
5 High Street, Coltishall
Norwich
NR12 7AA
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
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SIMPLY ACADEMY LTD
Training course
Financial services administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
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 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.
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Training schedule
Day to Day in-house training, office based in Coltishall, Norfolk
External on-line support from apprenticeship training provider
Essential qualifications
GCSE in:
- English (grade 4)
- Maths (grade 4)
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
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Creative
- Initiative
- Non judgemental
Our goal is to build a firm we’d proudly recommend to our own friends and family, where clients are genuinely at the heart of everything we do. From our independent investment proposition to our competitive fee structure, every part of our service is designed to put your interests first.
We want every client to feel understood, supported and empowered, with clear, personal advice they can trust. As we continue to grow across Norwich, Norfolk and throughout the UK, we remain committed to our values, embracing innovation while never compromising on quality, integrity or service.
https://justfinancialplanning.co.uk (opens in new tab)
Company benefits
- Company Pension Contributions
- Bonus Scheme (after probation)
- Death in Service Cover (4 times salary)
- 25 days holiday a year plus bank holidays
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
After the successful completion of the apprenticeship to be employed as a Financial Services Administrator with a long term view to progress to paraplanning/advising if applicable
The contact for this apprenticeship is:
JUST FINANCIAL PLANNING LTD
Liz King
liz@justfinancialplanning.co.uk
01603266333
The reference code for this apprenticeship is VAC2000038603.
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