Financial Services Administrator Apprentice
WEALTHSPEND LTD
WYMONDHAM (NR18 0AJ)
Closes on Sunday 1 February 2026
Posted on 11 December 2025
Contents
Summary
Supports the mortgage advisors with daily administration, document preparation, compliance tasks and client updates, while developing paraplanning skills within a regulated financial services environment.
- Wage
-
£14,526.20 to £23,492.04, depending on your age
National Minimum Wage
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday. 9am to 5.30pm with a one hour lunch.
37 hours a week
- Start date
-
Tuesday 10 February 2026
- 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
The Apprentice Administrator/Paraplanner will support our mortgage advisors with day-to-day administration, client communication and compliance tasks, including preparing documents, updating records, managing applications and maintaining accurate data in our systems. The role involves gathering client information, ensuring paperwork meets FCA and our Networks standards, handling calls and emails, and providing excellent customer service. You will also gain exposure to the full mortgage and protection process, receive full training on systems and regulations, and work towards developing paraplanning skills with the opportunity to progress within the business.
Where you'll work
1 MARKET STREET
WYMONDHAM
NR18 0AJ
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
- 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
Training is completed online based at the employers address.
More training information
Fnancial Services Administrator Level 3 Apprenticeship Standard:
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- 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
- Regular tutorials and assessments from an experienced financial services professional
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
- Team working
About this employer
Warners Financial Services is a local, family run mortgage and protection firm offering regulated advice and support to clients.
After this apprenticeship
We are looking for someone that would be interested in staying within our business and progressing and qualifying to offer Mortgage advice.
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
The reference code for this apprenticeship is VAC2000004812.
Apply now
Closes on Sunday 1 February 2026
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