Adviser Administration Support Apprentice

AUTONOMY WEALTH LTD

WOLVERHAMPTON (WV2 1BH)

Closes in 8 days (Friday 10 October 2025 at 11:59pm)

Posted on 2 October 2025

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Summary

Are you looking for a career in the financial services sector? Do you want to develop your skills whilst earning a wage? If you do, this opportunity is for you! Working alongside our advisers, you will provide exceptional administrative support to ensure they have the information they need to deliver a high-quality, compliant service.

Wage

£13,741 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

Check minimum wage rates (opens in new tab)

Up to £18,000 per annum

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 8.30am - 4.30pm.

35 hours a week

Start date

Monday 10 November 2025

Duration

1 year 2 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

As part of your role, you will be:

  • Answering the phone and greeting clients
  • Preparing and maintaining client files, updating back-office systems to ensure the information is accurate and complete, requesting additional information where necessary
  • Sending authority letters and gathering policy information from providers
  • Managing adviser’s diaries and tasks lists to ensure client reviews and other service actions are delivered on time
  • Producing client meeting packs including valuations
  • Managing fee payments
  • Supporting the administration of the Investment Committee, managing changes to client portfolios and issuing regular communications such as e-newsletters
  • Supporting group pensions administration including auto-enrolment
  • Prioritising workload to meet company service standards

Where you'll work

22 CLEVELAND ROAD
WOLVERHAMPTON
WV2 1BH

Training

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

Training provider

WORKPAYS LIMITED

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

Your apprenticeship will be delivered at your place of work. You will need to spend approximately six hours per week completing your training which will include attending masterclasses, completing assignments, participating in group discussions and shadowing colleagues.

More training information

Workpays is an award-winning training provider that specialises in financial services apprenticeships. We put the learner at the heart of our programmes to ensure they can build industry-leading knowledge and skills, achieve their personal and professional objectives, and reach their potential.

Our programmes are delivered flexibly on a part-time basis. We run monthly masterclasses that focus on the knowledge, skills and behaviours required by the standard, supported by individual coaching sessions, and recommended off-the-job training.

Requirements

Essential qualifications

GCSE in:

  • English (grade C/5)
  • Maths (grade C/5)

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
  • Problem solving skills
  • Administrative skills
  • Number skills
  • Team working
  • Ability to work independently
  • Punctual
  • Friendly and approachable
  • Trustworthy
  • Reliable

Other requirements

You need to demonstrate an interest in financial services and products. All roles are subject to Disclosure and Barring Service and financial checks.

About this employer

Autonomy Wealth is a highly experienced Independent Financial Adviser practice that works with senior executives, professionals, business owners and retirees. They cover most areas of financial advice, including investment strategies, pensions, retirement options, inheritance planning, SIPPS and commercial property purchases.

https://autonomywealth.com/ (opens in new tab)

Company benefits

In return for your hard work we offer you 23 days annual leave, plus bank holidays, increasing to 28 days after two years’ service, company pension and death in service scheme, plus the opportunity to study for professionally recognised qualifications.

After this apprenticeship

Following successful completion of the apprenticeship, you may be able to complete further professional qualifications that will enable you to progress into more technical and/or senior roles.

Ask a question

The contact for this apprenticeship is:

WORKPAYS LIMITED

Stuart Lippitt

Stuart.Lippitt@workpays.co.uk

The reference code for this apprenticeship is VAC1000343423.

Apply now

Closes in 8 days (Friday 10 October 2025 at 11:59pm)

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