Apprentice Administrator
Royston Fox Associates
London (SW3 1JJ)
Closes in 26 days (Friday 4 July 2025 at 11:59pm)
Posted on 5 June 2025
Contents
Summary
Royston Fox are hiring an Apprentice Administrator. Join our friendly, established team as a Level 3 Financial Services Administrator Apprentice. You will gain hands-on experience, develop key admin skills, and achieve the industry recognised R01 qualification. This will be a great start to your career in financial services.
- Wage
-
£15,500 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday, 9.00am to 5.00pm.
37 hours 30 minutes a week
- Start date
-
Monday 7 July 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
Your purpose will be to provide administrative support to the Practice to ensure that the relationships between their clients can be optimised and assist with the daily operation of the office.
Key duties and responsibilities:
- Deal effectively with queries from clients and other parties through effective communication;
- Prepare meeting preparation documentation to ensure advisers are prepared for all client meetings.
- Ensure that files are complete with all required Anti-Money Laundering documentation and client records are created on the relevant systems.
- Order report documentation required (CGT reports, Investor Returns, Wealth Accounts).
- Complete simple bond calculations for withdrawals.
- Prepare and send Letters of Authority to clients for signing and ensuring they are forwarded onto the relevant providers.
- Chasing third parties for relevant information.
- Provide administrative support to the Practice.
- Answering the office phone line and taking detailed messages if required.
- Collecting post, scanning and filing.
- Monitoring the practice inbox.
- Sending out client gifts (birthday, Christmas).
- Withdrawals (ISAs, UTs, IBs).
Special requirements: Complete Gold PSS accreditation within 6 months.
Where you'll work
St James Place 116 Brompton Road
Knightsbridge
London
SW3 1JJ
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
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 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
Desirable qualifications
GCSE in:
English and Maths (grade 4 (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
- IT skills
- Attention to detail
- Organisation skills
- Team working
- Creative
- Initiative
- Patience
- Positive attitude
Other requirements
London stations near office - Knightsbridge tube station, London Victoria, Green park tube station, South Kensington tube station. No overtime required.
About this company
Royston Fox Associates is an Appointed Representative of St. James's Place. We are a Wealth Management organisation who deliver one to one financial advice on a variety of Investment products and put our client's at the heart of everything we do. Understanding clients' personal and business objectives to deliver financial advice that is right for each individual.
After this apprenticeship
There are opportunities for progression at Royston Fox Associates and this will be discussed throughout apprenticeship.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000324413.
Apply now
Closes in 26 days (Friday 4 July 2025 at 11:59pm)
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