Apprentice Technical Administrator

Coronation Wealth Management

Bristol (BS8 3RA)

Closes in 15 days (Saturday 31 January 2026 at 11:59pm)

Posted on 15 January 2026

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Summary

Technical Administrator to join our friendly high performing practice to undertake a wide variety of tasks within a busy team supporting partner, advisors and clients.

Wage

£15,000 a year

Check minimum wage rates (opens in new tab)

Salary will increase in year 2.

Training course
Financial services administrator (level 3)
Hours
Monday- Friday 9am- 5pm Hybrid Working 3 Days in the office, 2 days home based

35 hours a week

Start date

Monday 2 March 2026

Duration

1 year 3 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

  • To provide high level administrative support to the Partner and advisers
  • To ensure that the relationships with their clients can be optimised
  • Assist with the daily operation of the office

Where you'll work

Unit 3 Stableblock Courtyard Leigh Court Business Centre
Pill Road
Bristol
BS8 3RA

Training

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

Training provider

DAVIES LEARNING SOLUTIONS LIMITED

Training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
  • Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
  • Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
  • Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
  • Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
  • Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
  • Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
  • Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
  • Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
  • Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
  • Plan, organise and prioritise own tasks, managing time and resources effectively.
  • Identify opportunities for continuous improvement and recommend solutions to improve processes.
  • Apply current and developing sustainable principles and techniques relative to role.
  • Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
  • Work in line with organisational equity, diversity, and inclusion policies.
  • Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
  • Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
  • Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
  • Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
  • Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
  • Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
  • Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
  • Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
  • Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
  • Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
  • Plan, organise and prioritise own tasks, managing time and resources effectively.
  • Identify opportunities for continuous improvement and recommend solutions to improve processes.
  • Apply current and developing sustainable principles and techniques relative to role.
  • Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
  • Work in line with organisational equity, diversity, and inclusion policies.

Training schedule

  • Full comprehensive training within the practice, with support from SJP including some mandatory training
  • External learning leading to RO1 / CF1 qualification
  • Apprenticeship training to be completed 1 day per week leading to Financial Services apprenticeship level 3 qualification remotely with Davies
  • Functional Skills in maths/English if required

Requirements

Essential qualifications

GCSE in:

  • English (grade Grade C / 4 or above)
  • Maths (grade Grade C / 4 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
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Administrative skills
  • Team working

About this employer

Tailored Face to Face financial advice to both private and corporate clients across the south of England.

http://www.coronationwealth.co.uk (opens in new tab)

Company benefits

21 paid days annual leave plus bank holidays

Discretionary Bonus Scheme

Company Pension scheme

Hybrid Working

(3 days office, 2 days homebased)

After this apprenticeship

  • Successful completion of your apprenticeship can lead to a variety of roles, including Trainee Paraplanner, Trainee Financial Advisor or Client services manager

Ask a question

The contact for this apprenticeship is:

DAVIES LEARNING SOLUTIONS LIMITED

The reference code for this apprenticeship is VAC2000008852.

Apply now

Closes in 15 days (Saturday 31 January 2026 at 11:59pm)