Financial Services Administrator Apprentice

FRANKLYN FINANCIAL MANAGEMENT LTD

CONGLETON (CW12 1LB)

Closes in 10 days (Friday 3 July 2026 at 11:59pm)

Posted on 22 June 2026

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Summary

We are offering up to four paid, full-time Financial Services Administrator Apprenticeships in Congleton, with allocated study time. This 15-month programme offers training, support and the potential for further employment on completion.

Wage

£17,000 a year

Minimum wage rates (opens in new tab)

Salary increases in line with progress and performance

Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.30pm

37 hours 30 minutes a week

Start date

Tuesday 1 September 2026

Duration

1 year 3 months

Positions available

4

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

  • Maintaining accurate and organised client records using Salesforce and Microsoft Office, including Word, Excel and Outlook
  • Preparing documentation to support financial advisers and client meetings
  • Communicating professionally with clients, providers and internal teams
  • Supporting the administration of client accounts, including record updates, service requests and follow-up actions
  • Helping ensure client information and processes are handled accurately, confidentially and in line with regulatory requirements
  • Actively partaking in weekly online apprenticeship workshops and applying your learning in the workplace

Where you'll work

ST JAMES'S HOUSE
4 - 5 JOHN BRADSHAW COURT
ALEXANDRIA WAY
CONGLETON
CW12 1LB

Training

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

Training provider

DAVIES LEARNING SOLUTIONS LIMITED

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

  • We are set up to enable your success throughout and as such you will be fully supported through a Level 3 apprenticeship programme, with weekly online training workshops, on-the-job learning and guidance from experienced colleagues
  • You will also be part of a colleague buddy scheme to help further support your transition into the working world.
  • You will learn the basics of working in a professional office environment and over time, you will build specialist knowledge of financial services administration, client service, compliance, systems and adviser support

Requirements

Essential qualifications

GCSE in:

  • English (grade 6)
  • Maths (grade 6)

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
  • Presentation skills
  • Administrative skills
  • Number skills
  • Analytical skills
  • Logical
  • Team working
  • Initiative
  • Non judgemental
  • Patience
  • Positive attitude
  • Willingness to learn
  • Good time management
  • Able to work independently

Other requirements

  • An interest in business, economics or finance.
  • Adaptability and a strong work ethic.
  • Passing a Disclosure and Barring Service (DBS) check.

About this employer

Franklyn provides financial planning tailored to each individual's needs, ensuring a personalized approach to wealth management. Our services focus on preserving and growing wealth, managing assets efficiently, and protecting individuals from financial risks. Through expertise and experience, Franklyn supports clients in making the right financial decisions for their future. Based in Congleton, we pride ourselves on building lifelong relationships with our clients and partnering with trusted organizations such as Stoke City FC and Sale Sharks Rugby Club.

https://www.franklyn.co.uk/ (opens in new tab)

Company benefits

  • Allocated study time
  • Training workshops & on-the-job learning
  • A buddy scheme & mentoring from experienced colleagues
  • Employee benefits and company events

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

  • Successful apprentices could go on to be Financial Services Administrators, Paraplanners or Advisers

Ask a question

The contact for this apprenticeship is:

FRANKLYN FINANCIAL MANAGEMENT LTD

Emma Sharp

emma.sharp@sjpp.co.uk

The reference code for this apprenticeship is VAC2000038490.

Apply now

Closes in 10 days (Friday 3 July 2026 at 11:59pm)