Apprentice Financial Services Administrator

Summary

Are you 16-24 and looking to start an exciting career with great prospects? Join Storeton Rose Financial Planning as an Apprentice Financial Administrator! You'll gain essential skills, work in a collaborative environment, and support clients in achieving their financial goals. If you're eager to learn, ask questions, and work hard, apply today!

Wage

£14,918.80 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

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Training course

Financial services administrator (level 3)

Hours

Monday - Friday, 9.00am - 5.30pm.

37 hours 30 minutes a week

Start date

Friday 1 August 2025

Duration

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 an Apprentice Financial Planning Administrator, you will support our financial advisers and administrative team in delivering high-quality service to clients. This role offers structured training, hands-on experience, and the opportunity to gain a professional qualification in financial services.

Key Responsibilities:

Maintain and update client records in our back-office system
Assist in processing new business applications for pensions, investments, mortgages and protection
Prepare documentation for client meetings, including valuations and research
Handle client queries via phone and email with professionalism and efficiency
Ensure compliance with regulatory requirements and company policies
Perform general administrative tasks such as scanning and data entry
Work as part of a team, joining meetings and activities to support teamwork and learning

Where you'll work

Royal Oak Chambers
22 Village Road
Wirral
CH63 8PT

Training

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

College or training organisation

SIMPLY ACADEMY LTD

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

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

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.

Requirements

Essential qualifications

GCSE or equivalent in:

5 GCSE passes in total (including English & maths) (grade Grade 4/C 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
Team working
Initiative
Patience
Eager to learn

About this company

We are a fast growing, young and dynamic company who plan to be around for a long time and take succession planning very seriously. We value our employees as much as we value our clients and all team members will have a structured development plan throughout their careers with us which will allow them to develop both personally and professionally.

After this apprenticeship

Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner, Mortgage Adviser or Financial Adviser by completion of further study. This would also be supported by us.

Ask a question

The contact for this apprenticeship is: