Financial Administration Apprentice
Edginton Stanley Wealth Management Ltd
Royston (SG8 9AZ)
Closes in 16 days (Friday 21 November 2025 at 11:59pm)
Posted on 27 October 2025
Contents
Summary
At Edginton Stanley Wealth Management, we are looking for a progressive candidate who is looking for a career in Financial Services. The original role will be to come into our company and assist in the back-office support team and then later moving into a Trainee Financial Adviser role within the business.
- Wage
-
£17,000 a year
Check minimum wage rates (opens in new tab)
Salary range £17,000 to £18,000
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 9am - 5pm in the office
35 hours a week
- Start date
-
Monday 1 December 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
What will a typical day look like in this role?
The candidate will be given tasks to complete by our Office Manager and Administration Manager, which contributes to the running of client's investment accounts.
This can be anything from:
- Updating our CRM systems
- Producing Illustrations for new investments
- Chasing information from external providers
- Contacting clients
- Some diary management and admin related tasks
Where you'll work
Ground Floor 31 Upper King Street
Royston
SG8 9AZ
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SIMPLY ACADEMY LTD
Training course
Financial services administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
Training schedule
The Level 3 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:
- R01 - awarded by The Chartered Insurance Institute (CII)
- Completion of R01 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 in:
A Level 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
- Problem solving skills
- Number skills
- Logical
About this employer
Wealth management company. We specialise in helping individuals, families, trusts and companies meet their financial objectives, whether this is Retirement planning, Inheritance tax planning, Investment planning, Protection planning and more.
After this apprenticeship
The successful candidate has the opportunity upon completion of the Financial Administrator apprenticeship, to progress onto the Financial Adviser apprenticeship to then become a Financial Adviser in our business in the future.
The Financial Adviser apprenticeship role will still involve work in the back-office system, but it will also involve shadowing experienced qualified financial advisers with meetings, putting cash flow modelling plans together and analysis on their existing investments with other providers.
Whilst learning the ins and outs of becoming a Financial Adviser, the candidate will do their exams to become Diploma level 4 qualified.
Once qualified and deemed ready to advise clients, we have an internal academy to train individuals on everything they need to know about advising clients.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000347962.
Apply now
Closes in 16 days (Friday 21 November 2025 at 11:59pm)
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