Find an apprenticeship
IFA Administrator Apprentice
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
IFA Administrator Apprentice
Minster Financial Management is looking for a motivated and enthusiastic IFA Administrator Apprentice. You’ll work alongside experienced directors, advisers and administrators, gaining an insight into different areas of financial services.
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
- Answering telephone calls and developing professional telephone etiquette.
- Speaking with clients and financial product providers.
- Scanning, organising and managing important documents.
- Supporting the directors, advisers and administrators with day-to-day tasks and projects.
- Using their back-office systems and CRM, including data cleansing and maintaining accurate records.
- Assisting with the submission and processing of new financial business.
- Supporting the accounts function when required, including invoicing.
- Taking meeting minutes and helping to keep accurate records.
- Writing professional letters and emails to clients.
- Using Microsoft Office, including Word, Excel and Outlook, to support the business.
- Developing your awareness of cyber security and completing relevant training.
- Learning about financial products and the wider financial services industry, if this is an area you are interested in.
Where you'll work
2 COLLERIDGE GROVE
BEVERLEY
HU17 8XD
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
HULL BUSINESS TRAINING CENTRE LIMITED
Training course
Customer service practitioner (level 2)
Understanding apprenticeship levels (opens in new tab)
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What you'll learn
Course contents
- Use a range of questioning skills, including listening and responding in a way that builds rapport, determines customer needs and expectations and achieves positive engagement and delivery.
- Depending on your job role and work environment: Use appropriate verbal and non-verbal communication skills, along with summarising language during face-to-face communications; and/or
- Depending on your job role and work environment: Use appropriate communication skills, along with reinforcement techniques (to confirm understanding) during non-facing customer interactions.
- Depending on your job role and work environment: Use an appropriate ‘tone of voice’ in all communications, including written and digital, that reflect the organisation’s brand.
- Provide clear explanations and offer options in order to help customers make choices that are mutually beneficial to both the customer and your organisation.
- Be able to organise yourself, prioritise your own workload/activity and work to meet deadlines.
- Demonstrate patience and calmness.
- Show you understand the customer’s point of view.
- Use appropriate sign-posting or resolution to meet your customers needs and manage expectations.
- Maintain informative communication during service recovery.
Training schedule
The Level 2 Apprenticeship in Customer Service Practitioner includes:
- Level 2 Standard in Customer Service Practitioner
- Level 1 Functional Skills in Mathematics
- Level 1 Functional Skills in English
You will attend a half-day session with HBTC where you will develop your customer service knowledge and skills, and work towards any functional skills that you have to take. An End Point Assessment is also included as part of the programme.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Essential qualifications
- GCSE in: English (grade 4)
- GCSE in: 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
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Number skills
- Initiative
Minster Financial Management is a young, growing Independent Financial Adviser (IFA) business. They work hard, but they also believe in creating a friendly, supportive and enjoyable working environment where everyone has the opportunity to learn and progress. They already have three members of the team completing apprenticeship schemes. They don’t just see an apprenticeship as a qualification; they see it as the beginning of a potential long-term career with them.
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
This Apprenticeship offers an excellent opportunity to develop valuable skills, knowledge, and workplace experience. Upon successful completion, there may be opportunities for permanent employment, career progression within the company, or progression onto higher-level qualifications or further education.
Ask a question
The contact for this apprenticeship is:
HULL BUSINESS TRAINING CENTRE LIMITED
Emily Simpson
emily.simpson@hullbusiness.co.uk
The reference code for this apprenticeship is VAC2000047361.
Apply now
Closes in 29 days (Thursday 10 September 2026 at 11:59pm)
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills