Apprentice Financial Planning Administrator
HWM Financial Management
Stanley (DH9 7XN)
Closes on Friday 8 August 2025
Posted on 3 July 2025
Contents
Summary
We are looking for someone who sees financial planning as a career rather than a job. Whether you are looking at developing the administration role or progressing through to paraplanning or advising, we will support you throughout. Your progression is our progression. We have always looked to promote from within.
- Wage
-
£16,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Thursday, 9am-5pm and Friday 9am-4pm.
35 hours a week
- Start date
-
Monday 18 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
- To provide administrative support to the Partner/Practice Manager to ensure that the Partner’s relationships with their clients can be optimised and assist with the daily operation of the office.
- Provide high-level technical and administrative support to the Partner (Adviser)
- Deal effectively with queries from clients and other parties through effective communication
- Prepare files including required compliance documentation; research; illustrations and supporting documentation
- Ensure that files are complete with all required client identification documentation and necessary application forms
- Process applications accurately and record the required management information
- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner
- Carry out training as required to fulfil role effectively, online, in-house and externally (expenses will be paid where required)
Where you'll work
Unit 15, The Greenhouse
Greencroft Industrial Park
Stanley
DH9 7XN
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
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 of 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:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and could 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 in:
English, Maths and 3 other subjects (grade 4/C or above)A Level in:
2 subjects (grade D 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
- Problem solving skills
- Team working
- Initiative
- Patience
- Positive attitude
Other requirements
Public transport runs from Consett and Stanley, car parking (free) is available, no shifts or overtime is required. Office-based, working from home can be accommodated (infrequently) to assist with personal requirements.
About this company
We believe that our clients want a service that is simple, transparent and effective. We use a straightforward process designed to systematically assess, organise, deploy and monitor the on-going management of our clients’ wealth. We provide three key services to help you to build, manage and protect your wealth; Advice to make sure you are taking the right action. This includes tailored and comprehensive financial planning, using sophisticated lifetime cash flow analysis to help quantify your goals, objectives and lifestyle requirements. We also provide focused advice on specific areas to help you meet your financial objectives. When we fully understand your requirements, we will recommend options that will help you to achieve your goals. We do this in a way that allows our clients to only pay attention to what is important, rather than dealing with reams of paperwork. Finally - and perhaps most importantly - we keep things under regular review.
After this apprenticeship
Administration, through to Paraplanning (including further apprenticeship), through to Advising (full training given via St. James's Place) and ultimately business ownership if chosen.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000329727.
Apply now
Closes on Friday 8 August 2025
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