Financial Planning Administrator Apprentice
Abacus Advisers
Derby (DE74 2EE)
Closes in 15 days (Friday 19 September 2025 at 11:59pm)
Posted on 2 September 2025
Contents
Summary
This is an exciting opportunity for a business admin apprentice to join our team. You will deliver high standard administrative support and customer service in the financial services team, in line with Saltus strategies, policies, and procedures. You will ensure all client electronic files are maintained to a high standard and regularly updated.
- Wage
-
£14,000 a year
- Training course
- Business administrator (level 3)
- Hours
-
Monday - Friday: hours to be confirmed.
35 hours a week
- Start date
-
Wednesday 1 October 2025
- Duration
-
1 year 6 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
- To ensure all actions are recorded on the back-office system to give full audit trail of events
- To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers
- Dealing with post and Letters of Authority
- Reviewing file notes and carrying out relevant actions to deliver the agreed service to the client
- To maintain client confidentiality, data protection and other legislative and organisational responsibilities
- To liaise with relevant teams in relation to compliance, admin, technology etc.
- To deal promptly and professionally with queries from all colleagues across all offices
- To ensure compliance procedures are strictly adhered to in a timely matter
- To ensure our processes and procedures are followed to ensure consistency across the department
Where you'll work
1 The Cornerstone
Market Place, Kegworth
Derby
DE74 2EE
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
LOUGHBOROUGH COLLEGE
Training course
Business administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
- Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
- Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
- Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
- Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
- Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
- Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
- Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Training schedule
Business Administrator Level 3 Apprenticeship Standard:
- Within the first 15 months additional training is delivered by Loughborough College, one morning a week for 12 weeks, dates are subject to enrolment date
- Online portfolio to update with learning and development completed onsite
- Diarised visits from dedicated Trainer/Assessor
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
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
- Non judgemental
About this employer
Saltus Wealth Partnership Limited (Trading as Abacus Advisers) is an expanding organisation of which colleagues are expected to contribute and engage fully with all organisational activities and adopt a positive & flexible approach where appropriate.
After this apprenticeship
- Become a Financial Planning Administrator
- To progress into becoming a ParaPlanner
- Progress to become a Financial Planner
- Upon successful completion of the apprenticeship, you will have the skills and qualifications necessary to pursue a career in financial planning
Ask a question
The contact for this apprenticeship is:
LOUGHBOROUGH COLLEGE
Sophia Cleaver
apprenticeships@loucoll.ac.uk
The reference code for this apprenticeship is VAC1000340027.
Apply now
Closes in 15 days (Friday 19 September 2025 at 11:59pm)
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