Adviser Support Administrator Apprentice
FORTRESS WEALTH PARTNERSHIP LTD
LONDON (EC3V 9BQ)
Closes in 17 days (Friday 31 July 2026 at 11:59pm)
Posted on 13 July 2026
Contents
Summary
We are seeking a full-time Adviser Support Administrator to support our current advice team whilst developing your own skills to be an adviser in the future. This is an ideal opportunity for someone looking for an entry level job, gaining exposure and learning on the job within one of the most successful St James’s Place Practices.
- Wage
-
£24,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday: 8.30am - 5.30pm.
40 hours a week
- Start date
-
Monday 7 September 2026
- 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
Core responsibilities:
Working one on one with our existing advisers, carrying out a range of duties throughout the full advice and client servicing processes including:
- Liaising with clients and third parties
- Preparing relevant compliance documents
- Analysing recommendations for new plans and existing client holdings
- Ensure appropriate data is accurately recorded within the CRM systems used and updated in line within our company processes
Key attributes:
- Personable
- Excellent written and verbal communication skills
- Desire to provide high standard of service to our clients
- Ability to work in a team whilst managing your own time and workload
- A keen interest in personal finance and investments
- Ability to work under pressure and time constraints
- Commitment to continued professional development
Where you'll work
7TH FLOOR
30 LOMBARD STREET
LONDON
EC3V 9BQ
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SKILLS EDGE TRAINING 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
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation: SKILLS EDGE TRAINING LTD.
Your training course: Financial services administrator.
Equal to Level 3 (A level).
More training information
More training information:
You will achieve the Financial Services Administrator Apprenticeship Standard:
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Regular seminar
- All seminars recorded and available on-demand
- Interactive chat, forums and class notebooks for real-time support and assistance from experienced financial services professionals
- Regular tutorials and assessments from an experienced financial service professional
Requirements
Essential qualifications
GCSE 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
- Organisation skills
- Customer care skills
- Administrative skills
- Number skills
- Team working
- Personable
- High standard of service
- Interest in Financial Services
- Able to work under pressure
About this employer
A Wealth Management practice based in The City of London, providing holistic financial planning to individuals, families and businesses.
https://www.fortresswealthpartnership.com/ (opens in new tab)
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Post apprenticeship - professional qualifications, career progression, uncapped earnings in adviser role.
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
Calvin Goodson
calvin.goodson@skillsedge.co.uk
03333583559
The reference code for this apprenticeship is VAC2000041440.
Apply now
Closes in 17 days (Friday 31 July 2026 at 11:59pm)