Wealth Administrator Apprentice V S WEALTH MANAGEMENT LTD

An excellent opportunity has arisen for a professional and adaptable Administrator to work for a Partner within a St. James’s Place Wealth Management Partner Practice based in Harrow. You will be an important member of a small team managing the business generated by the Partner and offering support as required.

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Closing date: 30 Apr 2024

Apprenticeship summary

  • Annual wage


    Salary range 18,000 to 20,000 depending on experience

  • Working week

    Monday to Friday between 9.30am to 5.30pm.

    Total hours per week: 35

  • Expected duration

    15 Months

  • Possible start date

    07 May 2024

  • Date posted

    15 Feb 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

  • Answering telephone calls as part of the wealth management team for incoming enquiries, working closely with Operations Manager to provide accurate and timely responses to clients
  • Dealing with client general queries and all related administration, including using the SJP intranet system to manage client basic enquiries
  • Preparing meeting packs, including calling providers for valuations / contributions / withdrawals, and updating spreadsheets/checking calculations
  • Updating CFR and CRM of client status updates/changes in circumstances, and SCDD date, following meetings held
  • Processing switches, withdrawals and address changes, including switch follow up letters
  • Liaising closely with Administration Centre to obtain details on client policies, as and when required
  • Assisting clients in registering for SJP Online Services
  • Completion of applications, Trust paperwork, Deeds of Assignment, APT’s etc.
  • Working closely with Paraplanner to ensure all ID and AML is up to date for clients
  • Ensuring all prospect and clients are logged onto Prospect Manager system
  • Keeping clients updated on significant stages of their wealth management investment, liaising closely with Paraplanner and PA

The training you will be getting

  • Level 3 Financial Services Administrator
  • Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation 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 study book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the CF1 exam from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class note books 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
  • R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge

What to expect at the end of your apprenticeship

Apprenticeship to qualify in Financial Services Adminstrator role, moving onto paraplanning/practice manager or an advisory role.

Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Organisation skills, Customer care skills, Work well under pressure, Proactive, Flexible, Adaptable, Office365, Interpersonal Skills, Positive attitude, Motivated, Enthusiastic


GCSE or equivalent Maths and English (Grade 4/C or above) Essential
A Level or equivalent Any (Grade C or above) Essential
Other Degree in any subject (Grade Pass) Desired

Things to consider

UK ID check upon onboarding Full time employment contract Pay review dependent on capability and achieving KPIs

About the employer

We specialise in serving the financial planning needs of individuals, families, and businesses and offer a personal, individual and bespoke financial planning service to fit most people’s requirements.








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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


Paige Waistell


0333 358 3559

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

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