Financial Services Administration Apprentice

STEPPINGSTONES FINANCIAL PLANNING LLP

Leicester (LE9 9JJ)

Closes on Friday 27 March 2026

Posted on 10 February 2026

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Summary

We are looking for an apprentice to join our fast paced & forward-thinking independent Financial Advice Firm. We have been established for many years with an excellent reputation with our clients and the FCA. You will be provided with full support during your apprenticeship, whilst gaining further qualifications at the same time. 

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)

If aged 19 or over after 12 months of employment, you will then be paid the National Minimum Wage for your age.

Training course
Business administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm.

35 hours a week

Start date

Wednesday 1 April 2026

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

By the end of the apprenticeship, we would envisage that you will be able to carry out the following:

  • Liaise with customers, advisers & lenders to process mortgage / protection applications and process associated documents in line with lender requirements and to meet deadlines, customer needs and regulatory requirements.
  • Pro-actively engage and liaise with solicitors to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and the customer experience remains positive throughout.
  • Liaise with pension providers to ensure a swift process is followed.
  • Support the advisers with general administrative duties (setting up files, photocopying, scanning, etc.).
  • Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers.
  • Add new customers to the CRM 360. Update ongoing applications with regular information and notes in order that progress can be monitored.

To be considered for this role, you must have the following:

  • Be able to communicate.
  • A willingness to absorb a lot of new information, learn and develop.
  • Good attention to detail.
  • Good time management and inter-personal skills.
  • Good computer / Microsoft Office skills.

Where you'll work

Office 7A
Desford Hall
Leicester Lane, Desford
Leicester
LE9 9JJ

Training

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

Training provider

HEART OF ENGLAND TRAINING LIMITED

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

The apprentice will have an assigned Educator from Heart of England Training, they will be trained within their workplace and meet regularly via Teams with their Educator.

Requirements

Essential qualifications

GCSE in:

Maths & English (grade 4)

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
  • Analytical skills
  • Logical
  • Team working
  • Initiative
  • Non judgemental

Other requirements

Official start date will be confirmed.

About this employer

FINANCIAL SERVICES – MORTGAGES, MORTGAGE PROTECTON (LIFE INSURANCE), PENSIONS & INVESTMENTS.

http://WWW.STEPPINGFP.CO.UK (opens in new tab)

After this apprenticeship

It is hoped but not guaranteed that after this apprenticeship a full offer of employment will be given.

Ask a question

The contact for this apprenticeship is:

HEART OF ENGLAND TRAINING LIMITED

The reference code for this apprenticeship is VAC2000013413.

Apply now

Closes on Friday 27 March 2026