Financial Planning and Investment Management Administrator Apprenticeship

HERITAGE FINANCIAL PLANNING LIMITED

Pulford (CH4 9EP)

Closes on Thursday 5 March 2026

Posted on 5 January 2026

Print

Contents

Summary

Working within the administration team of our busy financial planning practice. Heritage are entrusted to manage the wealth of over £150million over 300+ clients and your role will be to assist in delivering first class service and supporting the financial planning and investment management of the day to day functions in the business.

Wage

Competitive

Competitive wage offered

Check minimum wage rates (opens in new tab)

Training course
Business administrator (level 3)
Hours
Monday to Friday 9am to 5pm.

40 hours a week

Start date

Thursday 19 March 2026

Duration

1 year 6 months

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

  • Client support and administration
  • Research of existing investments and cost analysis
  • Help with business operations
  • Professional development - we will support candidates who are looking for a career

Where you'll work

Bell Meadow Business Park
Pulford
CH4 9EP

Training

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

Training provider

REAL SKILLS TRAINING LTD

Training course

Business administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
  • Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
  • Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
  • Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
  • Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
  • Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
  • Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
  • Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

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.

Requirements

Essential qualifications

GCSE in:

  • English (grade 4)
  • Maths (grade 4)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • Organisation skills
  • Team working
  • Initiative
  • Non judgemental
  • Patience
  • Friendly approach
  • Punctual
  • Reliable

About this employer

Heritage are a rapidly growing IFA business based in Pulford, near Chester. We are responsible for managing the money of around 300 + clients. We are looking for an apprentice to help with the day to day operations. Ideally we would like a self starter ambitious person looking to forge career in financial services and we will look to help with genuine progression opportunities and support with professional qualifications.

https://heritage-fp.co.uk/ (opens in new tab)

Disability Confident

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

The role has genuine progression for those who seek it. Once level 4 qualified a salary upwards of £40,000 is very much achievable

Ask a question

The contact for this apprenticeship is:

REAL SKILLS TRAINING LTD

The reference code for this apprenticeship is VAC2000006712.

Apply now

Closes on Thursday 5 March 2026