Financial Administrator Apprentice

PARKS WEALTH MANAGEMENT (PWM) LIMITED

Louth (2 available locations)

Closes in 14 days (Friday 12 June 2026 at 11:59pm)

Posted on 29 May 2026

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Summary

  • Providing administrative support to advisers, including preparing client documents, maintaining records, managing calls and emails, coordinating with providers, assisting with meeting prep and follow‑up, and handling general office organisation. A varied role with full training offered.

 

Wage

£16,000 a year

Minimum wage rates (opens in new tab)

£16,000 - £19,500 per annum (depending on experience)

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9:30am – 5:00pm (including a 30-minute paid lunch break).

35 hours a week

Start date

Monday 22 June 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 will gain practical experience across administration and client support, learning how a professional financial services firm operates.

Day-to-day duties will include:
• Supporting advisers with administrative tasks
• Preparing and processing client documentation
• Managing client records and updating internal systems
• Handling incoming calls and emails professionally
• Liaising with providers and third parties
• Assisting with meeting preparation and follow-up
• General office administration and organisation

This is a varied role offering exposure to all areas of the business, with full training provided.

Where you'll work

You can select which locations you want to apply for in your application on Find an apprenticeship.

This apprenticeship is available in these locations:

  • Parks Wealth Management PWM Ltd Office 28, Fairfield Enterprise Centre Lincoln Way Fairfield Industrial Estate, Louth, LN11 0LS
  • Parks Wealth Management PWM Ltd, 26 Eastgate, Louth, LN11 9NE

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

Professional qualification:

R01 (Financial Services & Ethics.
Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas.

Enhances your understanding of the Financial Services industry with a focus on key areas such as regulation, relevant legislation and ethical standards, outlined in the code of Ethics.

 

Requirements

Essential qualifications

GCSE in:

5 subjects including maths and english (grade 4 or above)

A Level in:

minimum 2 subjects (grade D/above)

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
  • Team working
  • Ambition
  • Positive attitude
  • Personable
  • Professional

Other requirements

Tbc. 

About this employer

Parks Wealth Management provides financial advice to individuals and businesses, specialising in pensions, investments, tax planning, and estate planning. You help clients manage and grow wealth, plan income, and structure finances efficiently with ongoing, personalised advice.

http://www.parkswm.co.uk (opens in new tab)

After this apprenticeship

This role offers strong long-term progression within the business. Upon successful completion of the apprenticeship, there is the opportunity for a permanent position, further professional qualifications, and progression into senior administrative position.

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC2000031436.

Apply now

Closes in 14 days (Friday 12 June 2026 at 11:59pm)