Apprentice Administration Assistant

CLARENCE PLACE WEALTH MANAGEMENT LTD

Gravesend (DA12 2BD)

Closes in 29 days (Friday 6 March 2026 at 11:59pm)

Posted on 5 February 2026

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Summary

A chance to work with a financial services team with passion, quality, trust and respect values being at the core of their beliefs. You will learn how to provide a full administrative service to the team, together with dealing with providers and clients.

Wage

£14,722.50 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

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Salary to be reviewed at 6 months with potential uplift dependant on performance. Bonus Structure to be discussed.

Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm.

37 hours 30 minutes a week

Start date

Monday 30 March 2026

Duration

1 year 3 months

Positions available

3

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

  • Binding, scanning, printing and filing duties, as required
  • Basic letters and correspondence
  • Scheduling client meetings
  • Data entry using Excel and St. James’s Place internal IT systems
  • Client birthday and Christmas cards
  • Office Receipts
  • Preparing report packs
  • Head Office follow up / general enquiry calls
  • Stationery monitoring / ordering
  • Assisting with the preparation of client meeting packs
  • Maintaining and updating client records
  • Downloading / printing factsheets
  • Preparing and printing mail merges 
  • Attending internal/external training courses and events where required, which may require some travel
  • E-filing and saving documents onto the cloud
  • Sending confidential documents to clients via Qwil
  • Assisting the Business Processing Administrator with sending out LOAs and chasing providers
  • Posting weekly articles on Linked In pages

General:

  • Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
  • Supporting the Practice’s ongoing expansion and administrative demands
  • Answering incoming telephone calls in a professional and polite manner
  • Shredding of all confidential information
  • Keeping the office area tidy and presentable at all times
  • Using the internal intranet system to manage client basic enquiries
  • Team working
  • Logging all calls and emails on CRM system in line with compliance regulations

Where you'll work

19 Royal Pier Road
Gravesend
DA12 2BD

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
  • 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

Level 3 Financial Services Administrator Apprenticeship Standard:

  • The Financial Services Administrator apprenticeship is ideal for individuals 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
  • The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles

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:

  • CF1 awarded by the Chartered Insurance Insitute (CII)
  • Completion of CF1 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
  • The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
  • Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role

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
  • Organisation skills
  • Customer care skills
  • Administrative skills
  • Number skills
  • Logical
  • Team working
  • Creative
  • Initiative
  • Non judgemental
  • Patience
  • Enthusiastic
  • Punctual

About this employer

Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation. We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.

Company benefits

25 days holiday + bank holidays.

After this apprenticeship

  • This apprenticeship offers a route for a career in the financial sector
  • A permanent position will be available upon completion of the apprenticeship dependant on performance

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

The reference code for this apprenticeship is VAC2000012107.

Apply now

Closes in 29 days (Friday 6 March 2026 at 11:59pm)