Financial Administration Apprentice
Edginton Stanley Wealth Management Ltd
Royston (SG8 9AZ)
Closes in 22 days (Friday 21 November 2025 at 11:59pm)
Posted on 27 October 2025
Contents
Summary
At Edginton Stanley Wealth Management, we are looking for a progressive candidate who is looking for a career in Financial Services. The original role will be to come into our company and assist in the back-office support team and then later moving into a Trainee Financial Adviser role within the business.
- Wage
-
£17,000 a year
Check minimum wage rates (opens in new tab)
Salary range £17,000 to £18,000
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 9am - 5pm in the office
35 hours a week
- Start date
-
Monday 1 December 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
What will a typical day look like in this role?
The candidate will be given tasks to complete by our Office Manager and Administration Manager, which contributes to the running of client's investment accounts.
This can be anything from:
- Updating our CRM systems
- Producing Illustrations for new investments
- Chasing information from external providers
- Contacting clients
- Some diary management and admin related tasks
Where you'll work
Ground Floor 31 Upper King Street
Royston
SG8 9AZ
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 Level 3 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
Essential qualifications
GCSE in:
A Level in:
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
- Problem solving skills
- Number skills
- Logical
About this employer
Wealth management company. We specialise in helping individuals, families, trusts and companies meet their financial objectives, whether this is Retirement planning, Inheritance tax planning, Investment planning, Protection planning and more.
After this apprenticeship
The successful candidate has the opportunity upon completion of the Financial Administrator apprenticeship, to progress onto the Financial Adviser apprenticeship to then become a Financial Adviser in our business in the future.
The Financial Adviser apprenticeship role will still involve work in the back-office system, but it will also involve shadowing experienced qualified financial advisers with meetings, putting cash flow modelling plans together and analysis on their existing investments with other providers.
Whilst learning the ins and outs of becoming a Financial Adviser, the candidate will do their exams to become Diploma level 4 qualified.
Once qualified and deemed ready to advise clients, we have an internal academy to train individuals on everything they need to know about advising clients.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000347962.
Apply now
Closes in 22 days (Friday 21 November 2025 at 11:59pm)
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