Financial Administrator Apprentice

CHRONOS WEALTH LTD

Altrincham (WA14 4DZ)

Closes in 12 days (Monday 26 October 2026 at 11:59pm)

Posted on 12 October 2026

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Summary

Opportunity to join a successful but small and growing wealth advice business based in Altrincham, where the individual has the opportunity to advance their career through administration onto ParaPlanning and even onto the St James’s Place Academy to train as a financial advisor if they wish.

Wage

£19,500 a year

Minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
A minimum of Mondays and Tuesdays to be in the office in Altrincham. One day a week training, and then up to two days work from home, if no other advisers/admin in office that day.

37 hours 30 minutes a week

Start date

Monday 16 November 2026

Duration

1 year 2 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

  • Provide administrative support to the Practice
  • Ensure that files are complete with all required client identification documentation and necessary application forms 
  • Oversee the letter of authority process
  • Learning the requirements of pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM  
  • Process applications accurately and record the required management information 
  • Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner 
  • Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills 
  • Meeting and greeting clients and visitors to the Practice
  • Liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales

Where you'll work

Lynnfield House
Church Street
Altrincham
WA14 4DZ

Training

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

Training provider

WORKPAYS 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

  • Training to be delivered remotely through Workpays
  • Would proceed through this St James’s place partnership support accreditation
  • Training takes place with office based or online
  • The training would usually be one day a week and then the apprentice would work for the team the other 4 days

Requirements

Essential qualifications

GCSE in:

  • English (grade 5 or Equivalent)
  • Maths (grade 5 or Equivalent)

Desirable qualifications

A Level in:

Qualification (grade Pass)

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

Other requirements

Knowledge and experience: 

  • Desire to progress within the financial services sector
  • Willingness to learn all relevant regulation and legislation
  • Experience of client management systems such as Salesforce
  • Working towards completion of apprenticeship

Skills and behaviours: 

  • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
  • Excellent written communication skills
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
  • Good organisation skills
  • Strong attention to detail
  • Manages time effectively with the ability to multi-task
  • Keeps calm when faced with conflicting demands and handles these effectively 
  • Demonstrates a positive attitude at all times
  • Works well on own tasks as well as on shared goals as part of a team
  • Open to change with a creative approach to problem solving

About this employer

At Chronos, we work in partnership with our clients, to pursue long term financial clarity at each stage of their financial lifetime through the creation of an efficient financial plan and ongoing holistic investment and financial planning advice.

Chronos Wealth Ltd was established by Elizabeth Bird, a leading Wealth Manager in the North West and London, and is a Senior Partner Practice of St. James's Place.

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

After this apprenticeship

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

Once qualified as either a Paraplanner or an investment advisor then you can choose as to whether you stay on in our business as either of these roles, managing your own client book or work for another wealth advisor. 

Ask a question

The contact for this apprenticeship is:

WORKPAYS LIMITED

The reference code for this apprenticeship is VAC2000058689.

Apply now

Closes in 12 days (Monday 26 October 2026 at 11:59pm)