Apprentice Administrator
RFP PARTNERS LTD
Chesterfield (S43 3QE)
Closes in 11 days (Friday 22 May 2026 at 11:59pm)
Posted on 11 May 2026
Contents
Summary
We are seeking an enthusiastic Apprentice Administrator to join our Client Support team. This role offers hands‑on experience in financial services while completing a Financial Services Administrator Apprenticeship. You’ll support clients by handling enquiries, managing records, processing letters of authority and assisting with admin.
- Wage
-
£21,158 a year
Check minimum wage rates (opens in new tab)
Salary range will be: £21,158-£24,785
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 9am to 5pm
37 hours 30 minutes a week
- Start date
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Monday 1 June 2026
- Duration
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1 year
- Positions available
-
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
- As part of our client support team, you will help ensure our clients receive exceptional services
- Manage emails, calls and general enquiries. Excellent verbal and written communication skills
- Assisting with reporting, data entry and general office duties
- High level of accuracy and attention to detail in all tasks
- Managing multiple tasks, prioritise effectively, and meet deadlines
- Preparing invoices, quotations and other documents. Experience with Intelligent Office is desirable; training can be provided
Where you'll work
Unit 24 Prospect House
Colliery Close Staveley
Chesterfield
S43 3QE
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
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.
- 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.
Training schedule
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.
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
More training information
Professional qualification:
- R01
- Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas
Requirements
Essential qualifications
GCSE in:
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
- Administrative skills
- Team working
Other requirements
Full, clean UK driving licence with the ability to drive own vehicle to office premises in Staveley, Chesterfield where on-site parking is provided.
About this employer
RFP Partners Ltd provide tailored financial advice and wealth management services via Clarity Wealth Management to their clients. Recognising the unique financial challenges and faced by their clients. Offering personalised strategies to help clients build, preserve, and manage their wealth effectively.
Our team of experienced advisers understands work closely with clients to address their specific financial needs, including investment planning, tax efficiency, retirement planning, and risk management. By offering transparent and adaptive financial solutions, RFP partners ensures that their clients can focus on their performance, knowing their financial future is in capable hands.
Company benefits
- Opportunities for professional development and career progression
- 25 days holiday plus bank holidays
- Pension scheme based on auto enrolment percentages
After this apprenticeship
Opportunities for a permanent post with ongoing professional development to support career progression with further training and industry specific qualifications.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000029318.
Apply now
Closes in 11 days (Friday 22 May 2026 at 11:59pm)