Apprentice Administrator

Summary

We are looking for an apprentice to join us initially as a financial services administrator, progressing towards becoming a paraplanner with the opportunity for the right individual to progress towards becoming a financial adviser within the practice.

Wage

£20,000 a year

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Training course

Financial services administrator (level 3)

Hours

Monday to Friday, times to be confirmed.

37 hours 30 minutes a week

Start date

Monday 1 September 2025

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 role of an administrator within a financial advice practice is crucial to ensuring smooth day-to-day operations and supporting financial advisers in delivering a high level of service to clients. Though not client-facing in an advisory capacity, administrators play a key back-office role that helps maintain compliance, efficiency, and organisation.

Key Responsibilities of a Financial Advice Administrator:

Client Administration

Preparing client documentation (fact finds, application forms, review packs).
Maintaining accurate client records using CRM systems.
Processing new business (e.g., pensions, investments, insurance applications).
Chasing providers for updates and liaising with clients for required information.

Diary and Meeting Management

Booking client appointments and preparing meeting agendas.
Following up after meetings with next steps or required paperwork.

Compliance and Regulation

Ensuring documentation is compliant with FCA regulations and internal policies.
Assisting with file checks and audits.
Keeping up-to-date records for compliance purposes (e.g., client agreements, ID verification).

Provider Liaison

Contacting product providers to obtain valuations, statements, and policy information.
Submitting and tracking product applications and servicing requests.

Reporting and Data Management

Producing reports and valuations for adviser/client meetings.
Updating systems with new policy details, changes, and performance data.

General Office Support

Managing correspondence, both digital and paper-based.
Ordering supplies, managing files, and helping with ad hoc admin duties.

Where you'll work

Unit 2 Holts Court
Threshers Bush
CM17 0NS

Training

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

College or training organisation

SIMPLY ACADEMY LTD

Your training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

Level 3 Financial Services Administrator apprenticeship standard.

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.

As an entry-level role, this apprenticeship provides the foundation of knowledge, skills and experience for progression along a number of career paths.

Key Learning Outcomes:

A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation

Professional Qualifications:

R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on 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:

English, Maths and 3 other subjects (grade 4/C or above)

A Level in:

3 subjects (grade D or above)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
Attention to detail
Organisation skills
Team working
Initiative
Non judgemental
Patience

Other requirements

Office is in rural location with no public transport nearby. Therefore, all candidates must be able to drive and own a car for commute.

About this company

Financial Advice - we help individuals and businesses manage their money and plan for their financial future. We provide advice and services in areas such investments, pensions, savings, insurance, and tax planning.

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

An administrator may move into:

Paraplanning (technical support with suitability reports and research),
Or even becoming a qualified financial adviser after completing relevant exams (via the CII)

Ask a question

The contact for this apprenticeship is: