Financial Services - Apprentice Administration Assistant Red IFA

A great opportunity to join a dynamic and collaborative company who’ll support you in gaining valuable experience of the financial services industry. You will develop skills in providing essential support to financial professionals across different roles, learn about various financial products, build strong customer service and administrative skills.

Sign in to apply

Closing date: 13 Dec 2023

Apprenticeship summary

  • Annual wage


    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    9am – 5pm Monday – Friday (1 hour unpaid lunch) Total hours per week: 35

    Total hours per week: 35

  • Expected duration

    15 Months

  • Possible start date

    18 Dec 2023

  • Date posted

    09 Aug 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

Key Duties and Responsibilities:

·         Binding, scanning, printing and filing duties, as required

·         Basic letters and correspondence

·         Data entry of back office system (Full training to be given)

·         Maintaining and updating client records

·         Attending internal/external training courses and events where required

·         E-filing and saving documents onto the back office system

·         Preparatory work for client review meetings (full training to be given)


·         Answering incoming telephone calls in a professional and polite manner

·         Shredding of all confidential information

·         Keeping the office area tidy and presentable at all times

·         Team working

The training you will be getting

Level 3 Financial Services Administrator apprenticeship standard.

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, paraplanning and financial adviser roles.

Key Learning Outcomes:

• A broad understanding of the financial services sector

• An understanding of the role of the appropriate regulatory bodies

• The importance of relationship building with clients and colleagues

• Understanding of processes and procedures relevant to the role

• How to develop commercial awareness

• Building skills and capabilities within an organisation

Professional Qualifications:

CF1 – awarded by The Chartered Insurance Institute (CII)

Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.

To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role

What to expect at the end of your apprenticeship

This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependent on performance.

Requirements and prospects

Desired skills and personal qualities

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, Patience, Punctual, Enthusiastic


GCSE or equivalent English, Maths and 3 other subjects (Grade C/ level 4 or above) Essential

Things to consider

Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria. Your application may be shared with training provider and employer

About the employer

IRed IFA are an Independent Financial Services Group Practice ideally located within the Midlands. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.




Unit G3 Ashtree Court Mellors Way Nottingham



Alison Lowery


You must have JavaScript enabled to view a map of the location


Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Before you apply

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.