Financial Administration Apprentice
Edginton Stanley Wealth Management Ltd
Royston (SG8 9AZ)
Closes in 4 days (Friday 31 July 2026 at 11:59pm)
Posted on 23 July 2026
Contents
Summary
Providing comprehensive administrative support to Financial Advisers, preparing client review letters, business illustrations, reports and meeting packs. Managing CRM updates, liaising with clients and providers, gathering account information, supporting day-to-day operations while maintaining strong knowledge of client-facing systems.
- Wage
-
£18,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday 9am - 5pm.
35 hours a week
- Start date
-
Monday 10 August 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
Reporting to the Office Manager and Admin Manager on day to day tasks
• Write client review letters
• Prepare new business illustrations
• Update company CRM system
• Communicate with new and existing clients
• Assist the Financial Advisers with their day-to-day tasks
• Develop a good understanding of client-facing systems
• Prepare reports for financial advisers
• Speak with providers to obtain information on client’s accounts
• Prepare packs for client meetings
Where you'll work
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
Level 3 Financial Services Administrator.
More training information
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead 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:
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
- Number skills
- Team working
- Eager to learn
- Discrete and trustworthy
- Numerical skills
- Proactive attitude
About this employer
Edginton Stanley Wealth Management provide tailored regulated face to face advice to individuals and businesses to protect, preserve and grow their wealth.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
At Edginton Stanley, the Financial Administrator Apprenticeship provides an excellent entry point into the financial services sector, offering a structured pathway to develop professional skills, industry knowledge, and valuable experience in financial administration and client support.
We are dedicated to investing in our apprentices through comprehensive training, ongoing mentorship, and continuous professional development. The successful candidate will receive the support needed to build confidence, gain a thorough understanding of the role, and develop the skills required for a successful career within the business.
This is a permanent position, with the apprenticeship forming the first two years of employment. For individuals who demonstrate strong aptitude, commitment, and ambition, there will be opportunities for further career progression, including the potential to advance into advisory roles and pursue training towards becoming a Financial Adviser.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000041268.
Apply now
Closes in 4 days (Friday 31 July 2026 at 11:59pm)