Financial Services Administrator Apprentice

ATHERTON YORK LIMITED

Barnet (EN4 0DL)

Closes in 26 days (Friday 20 November 2026 at 11:59pm)

Posted on 23 October 2026

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Summary

Start your career with Atherton York in professional services. Support financial planning experts, gain valuable industry experience, and help deliver outstanding client service. With ongoing training, development, and support towards professional qualifications, building a rewarding career in a growing, forward-thinking firm.

 

Wage

£25,000 a year

Minimum wage rates (opens in new tab)

Salary information:

£25,000–£28,000 per annum, depending on experience, with opportunities for professional development and career progression.

Training course
Financial services administrator (level 3)
Hours
Monday - Friday - 09.00 - 17.30 with one hour lunch break.

37 hours 30 minutes a week

Start date

Tuesday 12 January 2027

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

  • Meet and greet clients on attendance in the office, Drinks, coats and their general comfort
  • Telephony
  • Booking meetings
  • Filing, scanning and post
  • Spreadsheets, cover letters and general post activities
  • Supporting a team of associates
     

Where you'll work

10 Station Parade
Cockfosters Road
Barnet
EN4 0DL

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

This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

More training information

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 them 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:

5 subjects including maths and english (grade 4 or 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
  • Problem solving skills
  • Presentation skills
  • Administrative skills
  • Number skills
  • Analytical skills
  • Team working
  • Initiative

About this employer

Formed in 2013 with the vision of fusing old-fashioned financial values with modern technology and planning techniques, Atherton York has grown and established itself on the High Street in Cockfosters, North London. With over 400 clients trusting their work and expertise in managing over £250M in client money, Atherton York holds the prestigious title of Chartered Financial Planners – the gold-standard in financial planning.


Not all professional advisers are the same and we believe that our values, qualifications, and experience set us apart from much of the competition. Every member of the team at Atherton York is firmly committed to continuous development and achieving further qualifications. We are passionate about client outcomes and delivering to the highest standards.

http://www.athertonyork.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).

Strong opportunities for career progression, study and professional development. We are believers in lifelong learning.
 

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC2000060743.

Apply now

Closes in 26 days (Friday 20 November 2026 at 11:59pm)