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Financial Planning Administrator Apprentice BENCHMARK CAPITAL LIMITED

We are looking for an Apprentice Administrator to join our successful and award-winning firm of Chartered Financial Planners and to support the Financial Planners in their role. This is a fantastic opportunity for the right candidate.

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Closing date: 17 Feb 2023

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - Friday (typically 9.00am - 5.00pm but we offer flexible working) to be confirmed, with 1 hour for lunch.

    Total hours per week: 35.0

  • Expected duration

    18 Months

  • Possible start date

    06 Mar 2023

  • Date posted

    25 Jan 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

You'll be based at our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: A big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.

We know that helping you balance personal and professional commitments is a big part of that, so we're open to flexible working. Many of our staff work flexibly in many different ways, including part-time. Please talk to us at interview about the flexibility you need.

What You'll Do.

As a member our client facing teams, you will learn how to provide administrative support to our financial planning advisers in all aspects of their advice process. You will also learn how to be the clients’ point of contact for administrative matters.

During your role you will:

  • Gain and maintain a good understanding of the platforms we use within the Financial Services market
  • Learn and understand how to carry out day to day administrative functions, completing and submitting applications, keeping data up to date on Enable (our internal client management system)
  • Preparing and sending letters of authority and obtaining information on client policies
  • Dealing with post, scanning, photocopying, filing and emails
  • Answering telephone and email enquiries from clients and providers
  • Assist with new business submissions and asset transfers which includes uploading and processing the required compliance documents to Enable (our internal client management system)
  • Assisting in preparing meeting packs and documentation/reports for client meetings and annual client reviews
  • Shadowing and learning to support the Financial Planner in the delivery of client meetings both virtual  and/or in a face-to-face setting
  • Building relationships by ensuring contact with clients / providers is maintained throughout any processing
  • Completing electronic Anti Money Laundering checks
  • Assisting with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence
  • Preparing and issuing documents to be signed electronically via Adobe sign

What training will the apprentice take and what qualification will the apprentice get at the end?

As well as on the job training, you will complete a Financial Services Administrator Level 3 apprenticeship standard. This will include working towards CF1 or R01 via the CII.

This will include:

  • Financial Services Administrator Level 3 Apprenticeship Standard
  • CII CF1 or R01 - Financial Services Regulations and Ethics
  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII CF1 or R01 study book and exam entry
  • Fortnightly workshops for CII exams from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional

What is the expected career progression after this apprenticeship?

Further opportunities to progress internally and complete further professional qualifications.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Team working, Initiative


GCSE or equivalent English (Grade C/4) Essential
GCSE or equivalent Maths (Grade C/4) Essential

About the employer

Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey – from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value. We support high quality financial advisers with our award-winning technology and support services. And with our own Financial Advice business, we help families find solutions to meet their needs and aspirations and achieve peace of mind. By providing access to higher quality solutions, we make it easier for them to meet and exceed their goals. Ensuring good client outcomes, with the client’s interests central to decision making, is very important at Benchmark. Treating Customers Fairly principles are embedded within our organisation and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.




Broadlands Business Campus, Langhurstwood Road


RH12 4QP

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Training provider



Calvin Goodson

01603 577962

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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