Apprentice Administrator

MULBERRY TREE WEALTH MANAGEMENT LTD

RISBY (IP28 6RD)

Closes in 28 days (Friday 24 October 2025 at 11:59pm)

Posted on 26 September 2025

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Summary

Start your career in financial services with a respected St. James’s Place Partner Practice. You’ll support clients and the team with admin, data, and new business processing. Full training provided, with plenty of opportunity to develop your skills and progress in this exciting industry.

Wage

£15,000 a year

Check minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm - there could be some flexibility for the right candidate.

37 hours 30 minutes a week

Start date

Monday 3 November 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

  • You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
  • You will manage and collate key data for reports and portfolio reviews
  • Dealing with enquiries and correspondence from clients and providers
  • Managing the database of clients
  • You will be processing new business and liaising with SJP admin teams

Where you'll work

UNIT B1
RISBY BUSINESS PARK
NEWMARKET ROAD
RISBY
IP28 6RD

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
  • 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

Training schedule

The Financial Services Administrator Level 3 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:

  • CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
  • Completion of CeMAP1 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)

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
  • Team working
  • Initiative
  • Time management

About this employer

We pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management, all backed by the successful St. James's Place Group

After this apprenticeship

  • The ability to grow and develop the role progressing to Senior Administrator, Paraplanner or Adviser
  • With the potential to become a permanent role, further training and exams would be factored in, depending on the route you would like to take

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000343910.

Apply now

Closes in 28 days (Friday 24 October 2025 at 11:59pm)

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