Financial Planning Apprentice

Summary

This is a great opportunity to work for one of the UK’s leading Wealth Management firms. You will be based in the Financial Planning team where you will learn from experienced financial planners whilst working towards a professional qualification.

Wage

£25,000 a year

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Training course

Financial services administrator (level 3)

Hours

Monday - Friday, 9.00am - 5.00pm

35 hours a week

Start date

Monday 6 October 2025

Duration

1 year 6 months

Positions available

3

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 an Apprentice you will be provided with the necessary training and support to enable you to carry out your duties.

These will likely include many of the following:

To assist with the manning of the phones within the department
Using our back office systems in order to keep our electronic records up to date
Preparation of handouts/reports for presentations and/or internal meetings
To produce valuations
To produce documents from our back office systems
To obtain information from third party providers
Using your initiative to handle issues in order to provide the team with effective support
Liaising with teams in other divisions / departments across the Company
General ad hoc duties as required, including scanning, filing, dealing with the department’s post

Where you'll work

Ropemaker Place
25 Ropemaker Street
London
EC2Y 9LY

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

FITCH LEARNING LIMITED

Your training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

This opportunity is the Level 3 Financial Services Administrator Apprenticeship Standard
Training will be hybrid, delivered by Fitch Learning
One day per week will be dedicated to focus on your studies

More training information

You will also work towards achieving the Introduction to Securities and Investments, accredited by CISI

Requirements

Essential qualifications

GCSE in:

Any subject (grade 4 or above)
Any subject (grade 4 or above)
Any subject (grade 4 or above)
English (grade 4 or above)
Maths (grade 4 or above)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

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
Initiative

Other requirements

What we are looking for from you is commitment, a desire to learn and a willingness to contribute. You will need to have the following: A minimum of 5 GCSEs (or equivalent) at grade C/4, including English and Maths. A willingness to learn and to develop new skills. A professional, methodical, and organised approach, with good time management. Good attention to detail particularly with written information. Strong interpersonal and communication skills, with the confidence to challenge when appropriate. A good working knowledge of MS Office, in particular Excel, Word and Outlook. Please keep note of key dates: 7th July (11am-2.30pm) - Assessment centre, this will take place in the London office. 21st July - Interview (Short-listed applicants only)

About this company

Charles Stanley is one of the UK’s leading Wealth Management firms, providing our clients with tailored advice and solutions at every stage of their financial journey. Our focus on clients has endured since our foundation in 1792, since when we have created financial security for many tens of thousands of people. With over 864 employees spread across a network of over 23 offices throughout the UK, we remain committed to providing our clients with the highest standards of service. Charles Stanley is part of the Raymond James Financial, Inc. group of companies. Raymond James Financial, Inc. (NYSE: RJF), is included in the S&P 500 and is a Fortune 500 company.

http://www.charles-stanley.co.uk (opens in new tab)

Company benefits

A competitive salary with highly attractive benefits (27 days holiday per annum, pension, medical insurance, gym membership, season ticket loan etc.).

After this apprenticeship

On successful completion of the apprenticeship there will be the opportunity for a permanent role and progression within Charles Stanley

Ask a question

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