IFA Administrator Apprentice

MINSTER FINANCIAL MANAGEMENT LTD

BEVERLEY (HU17 8XD)

Closes in 29 days (Thursday 10 September 2026 at 11:59pm)

Posted on 11 August 2026

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Summary

Minster Financial Management is looking for a motivated and enthusiastic IFA Administrator Apprentice. You’ll work alongside experienced directors, advisers and administrators, gaining an insight into different areas of financial services.

Wage

£8,320 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

Minimum wage rates (opens in new tab)

Training course
Customer service practitioner (level 2)
Hours
Monday to Friday, 10.00am - 3.00pm.

20 hours a week

Start date

Friday 11 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

  • Answering telephone calls and developing professional telephone etiquette.
  • Speaking with clients and financial product providers.
  • Scanning, organising and managing important documents.
  • Supporting the directors, advisers and administrators with day-to-day tasks and projects.
  • Using their back-office systems and CRM, including data cleansing and maintaining accurate records.
  • Assisting with the submission and processing of new financial business.
  • Supporting the accounts function when required, including invoicing.
  • Taking meeting minutes and helping to keep accurate records.
  • Writing professional letters and emails to clients.
  • Using Microsoft Office, including Word, Excel and Outlook, to support the business.
  • Developing your awareness of cyber security and completing relevant training.
  • Learning about financial products and the wider financial services industry, if this is an area you are interested in.

Where you'll work

2 COLLERIDGE GROVE
BEVERLEY
HU17 8XD

Training

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

Training provider

HULL BUSINESS TRAINING CENTRE LIMITED

Training course

Customer service practitioner (level 2)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Use a range of questioning skills, including listening and responding in a way that builds rapport, determines customer needs and expectations and achieves positive engagement and delivery.
  • Depending on your job role and work environment: Use appropriate verbal and non-verbal communication skills, along with summarising language during face-to-face communications; and/or
  • Depending on your job role and work environment: Use appropriate communication skills, along with reinforcement techniques (to confirm understanding) during non-facing customer interactions.
  • Depending on your job role and work environment: Use an appropriate ‘tone of voice’ in all communications, including written and digital, that reflect the organisation’s brand.
  • Provide clear explanations and offer options in order to help customers make choices that are mutually beneficial to both the customer and your organisation.
  • Be able to organise yourself, prioritise your own workload/activity and work to meet deadlines.
  • Demonstrate patience and calmness.
  • Show you understand the customer’s point of view.
  • Use appropriate sign-posting or resolution to meet your customers needs and manage expectations.
  • Maintain informative communication during service recovery.

Training schedule

The Level 2 Apprenticeship in Customer Service Practitioner includes:

  • Level 2 Standard in Customer Service Practitioner 
  • Level 1 Functional Skills in Mathematics
  • Level 1 Functional Skills in English

You will attend a half-day session with HBTC where you will develop your customer service knowledge and skills, and work towards any functional skills that you have to take. An End Point Assessment is also included as part of the programme.

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
  • IT skills
  • Organisation skills
  • Customer care skills
  • Problem solving skills
  • Administrative skills
  • Number skills
  • Initiative

About this employer

Minster Financial Management is a young, growing Independent Financial Adviser (IFA) business. They work hard, but they also believe in creating a friendly, supportive and enjoyable working environment where everyone has the opportunity to learn and progress. They already have three members of the team completing apprenticeship schemes. They don’t just see an apprenticeship as a qualification; they see it as the beginning of a potential long-term career with them.

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

This Apprenticeship offers an excellent opportunity to develop valuable skills, knowledge, and workplace experience. Upon successful completion, there may be opportunities for permanent employment, career progression within the company, or progression onto higher-level qualifications or further education.

Ask a question

The contact for this apprenticeship is:

HULL BUSINESS TRAINING CENTRE LIMITED

Emily Simpson

emily.simpson@hullbusiness.co.uk

The reference code for this apprenticeship is VAC2000047361.

Apply now

Closes in 29 days (Thursday 10 September 2026 at 11:59pm)