Apprentice Practice Administrator

COLE FINANCIAL ASSOCIATES LIMITED

SEVENOAKS (TN15 8PB)

Closes in 2 days (Friday 9 October 2026 at 11:59pm)

Posted on 14 September 2026

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Summary

An exciting opportunity to launch your career in financial services as an Apprentice Practice Administrator. This exciting company are looking for someone to join their friendly, supportive team, gain a recognised qualification, and develop valuable skills.

Wage

£21,160 a year

Minimum wage rates (opens in new tab)

Our office is located in stunning grounds within Reynolds Workspace (part of Reynolds Retreat) in Borough Green, so candidates need to ensure they can travel to/from the location. Parking is available. Some working from home will be available after completing the probation period.

Training course
Financial services administrator (level 3)
Hours
Monday to Friday 9.00am to 5.30pm

37 hours 30 minutes a week

Start date

Monday 26 October 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

Key responsibilities:

  • Supporting the Practice Manager and Financial Advisors with client facing activities, as well as assist in the daily operation of the office
  • You will learn a range of processes and procedures and gain experience in Sales Force (our customer database)
  • You will be responsible for preparing client meeting packs and documentation for the Advisors and updating systems
  • You will work closely with our practice support staff, attend team meetings and take on additional responsibilities as you develop in the role
  • You will be released from normal duties for approximately 7.5 hours per week to undertake off the job training for your qualification

Where you'll work

REYNOLDS WORKSPACE
QUARRY HILL ROAD
BOROUGH GREEN
SEVENOAKS
TN15 8PB

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.

More training information

Professional qualification:

R01 - Financial Services Regulation and Ethics
This course provides a straightforward introduction to the key principles of investment and financial services regulation. Taught by an experienced industry professional, it covers how financial markets operate, the different types of investment products, and the regulatory framework that supports them. The course is designed to help you apply these concepts effectively.

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.

Requirements

Essential qualifications

GCSE in:

5 subjects including maths and english (grade 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
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Administrative skills
  • Team working
  • Patience
  • multi-task
  • Time management
  • Positive attitude
  • Work independently

About this employer

Cole Financial Associates is an appointed representative (partner practice) of St. James’s Place Wealth Management plc (SJP), the largest and highly regarded FTSE 100 wealth management company in the UK. They are a small, dedicated, and professional team providing clients with financial, investment, savings, mortgage, protection, and retirement advice, delivered to the highest standards of customer care. As an employer, our aim is to provide all our people with a great work experience and opportunities to develop new skills while delivering excellent service on behalf of our clients.

http://www.colefinancial.co.uk (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).

Successful completion of the Level 3 Apprenticeship is expected to lead to a permanent position, with continued investment in the individual’s development through further training, qualifications, and opportunities that support both career growth and company objectives.

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC2000053260.

Apply now

Closes in 2 days (Friday 9 October 2026 at 11:59pm)