IFA Support Executive Apprentice

ADANAC FINANCIAL SERVICES LTD

Yeovil (BA20 1UQ)

Closes in 16 days (Thursday 28 August 2025 at 11:59pm)

Posted on 11 August 2025

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Summary

You will be an important part of our friendly and supportive team working within the administrative function and supporting the firms Financial Advisors. You will be able to multi-task, have good IT skills and be keen to identify solutions to ensure favourable client outcomes. You will be well organised with excellent attention to detail.

Wage

£18,000 a year

Check minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 09:00 - 17:00, 1 hour lunch.

35 hours a week

Start date

Monday 1 September 2025

Duration

1 year 5 months

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

  • Take responsibility for the smooth processing and tracking of administrative tasks
  • Ensure accurate updating of CRM system
  • Prepare and process new business submissions, confidently using different processes and monitoring through to completion
  • Issue Letters of Authority and check information received
  • Complete ID checks
  • Prepare and issue client review packs
  • Use full range of available software, including but not limited to Microsoft Office, Professional Adviser, BAT
  • Respond to client enquiries in a timely manner
  • Keep up to date with changes that affect your role and adapt processes and procedures accordingly
  • Interact and work closely with the rest of the support team to ensure a consistent approach
  • Liaise with Clients, IFAs, Professional Intermediaries and Providers
  • Be fully prepared to undertake any project work or ad hoc tasks required, taking ownership of the end-to-end process and outcomes

Where you'll work

Adanac House
Manor Road
Yeovil
BA20 1UQ

Training

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

Training provider

SKILLS EDGE TRAINING LTD

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

Training schedule

Financial Services Administrator Level 3 Apprenticeship Standard

More training information

Financial Services Administrator Level 3 Apprenticeship Standard:

  • 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

Requirements

Essential qualifications

GCSE in:

Maths and English (grade 4/C or above)

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
  • Initiative

Other requirements

Must hold a minimum of 5 GCSE's including Maths and English at grade 4/C or above.

About this employer

Adanac Financial Services was established in 2002. Its foundations are built on demand for a firm that understands and specialises in the needs of solicitors, accountants and and their clients as well as providing high quality and bespoke independent financial advice to our private and business clients. We provide a comprehensive range of advice across Pensions, Investments, Protection and Tax planning. Promoting a friendly culture based around working together to achieve the best results. Along with promoting talent internally we actively encourage employees to build a career with us.

http://www.adanac.biz (opens in new tab)

Company benefits

25 days holiday per annum excluding bank holidays.

After this apprenticeship

  • We actively promote talent internally and encourage employees to build a career with us
  • Full support available to progress with relevant financial services qualifications

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Calvin Goodson

calvin.goodson@skillsedge.co.uk

03333583559

The reference code for this apprenticeship is VAC1000336279.

Apply now

Closes in 16 days (Thursday 28 August 2025 at 11:59pm)

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