Financial Administrator Apprenticeship
AFFINITY BUSINESS SERVICES LIMITED
Birmingham (B17 9NT)
Closes in 12 days (Tuesday 17 November 2026)
Posted on 4 November 2026
Contents
Summary
We’re excited to be working with Affinity Financial Planning to recruit a Financial Administrator Apprentice to join their office team! The Opportunity: To provide financial administrative support to the Practice (Affinity Wealth) and the Practice Principal to ensure the efficient processing of business, effective management of day-to-day tasks.
- Wage
-
£15,600 a year
- Training course
- Business administrator (level 3)
- Hours
-
37.5 hours per week, 9 am to 5 pm, Monday to Friday.
37 hours 30 minutes a week
- Start date
-
Monday 30 November 2026
- Duration
-
1 year 5 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
We’re excited to be working with Affinity Financial Planning to recruit a Financial Administrator Apprentice to join their office team! The Opportunity: To provide financial administrative support to the Practice (Affinity Wealth) and the Practice Principal to ensure the efficient processing of business, effective management of day-to-day tasks and that our clients receive the expected high level of service when contacting the practice.
What You’ll Do as a Financial Administrator Apprentice:
- Answer incoming calls, responding to client queries or where appropriate
- Learn how to use the telephone system – taking messages, ensuring all details are correct
- Manage the reception desk and initial client contact, with politeness and efficiency
- Support in managing the Principal’s diary; booking in all relevant commitments, using an electronic diary
- Support managing the Principal's ‘To do’ system, daily/weekly.
- To manage the general practice post, answering client mail or distributing as appropriate, and reviewing incoming post
- Contact clients prior to adviser meetings to confirm appointments and obtain up-to-date information in line with practice processes and adviser requirements
- Prepare documentation for initial meetings with prospective clients using a checklist to practice standards
- Ensure all records of clients’ personal details, plans and contact history
- Obtain quotations, illustrations and supporting documentation in preparation for client meetings
- Obtain valuations and information on clients' existing policies and investments; chase 3 times per week Mon – Wed – Fri, update clients on Friday
- Prepare provider responses for entry onto ACP system
- Manage responses from the ACP system in liaison with the practice principal/relevant adviser
- When trained, prepare Illustrations for critical illness, disability and life insurance needs
- Prepare proposals for the solution that the planner has selected for the client, including approved product illustrations and literature and establish details on the chosen investment platform where applicable
- To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance
- Produce Client Suitability Reports for personalising and sign-off by the Practice Principal – Adviser, office manager
- Manage the internal processing system to ensure the delivery of ongoing service requirements, maintaining accurate CRM records
- To manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc
- Provide ad hoc research and administrative support to the team as and when required
- Assist in the management of client relationships
What They’re Looking For in a Financial Administrator Apprentice:
- Have achieved maths and English to Grade 4 or above
- An interest in administration and the role of an administrator Have good attention to detail Interested in building strong client relationships
- Good communication skills Willing to understand and to try to identify issues and resolve disputes, and the ability to understand and learn to manage client expectations
- Good organisational skills
- Team player
- Ability to deliver to tight deadlines
- Strong work ethic
- Keen to learn and offer input where necessary
- An interest of the financial services market and an understanding of the role of a financial advisor
- Compliance - understand and adhere to the practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements
- IT literate, including the ability to use some or all of the following and be willing to learn: Outlook, Word, Powerpoint, Excel, Database management tools, CRM systems Willingness to learn and work as part of a team
Where you'll work
Birmingham
B17 9NT
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SCCU LTD
Training course
Business administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
- Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
- Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
- Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
- Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
- Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
- Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
- Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Training schedule
A nationally recognised apprenticeship qualification. Business Administrator Apprenticeship Standard, 17 months plus up to 6 weeks for end-point assessment.
Requirements
Essential qualifications
GCSE in:
- Maths (grade 4 or above)
- 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
- Administrative skills
- Attention to detail
- Communication skills
- Organisation skills
- IT skills
- Team working
- Problem solving skills
- Analytical skills
- Customer care skills
- Initiative
- Logical
- Number skills
- Patience
About this employer
Affinity Financial Planning is a financial services business providing expert financial advice and planning. They offer a supportive working environment with paid holiday, pension after probation, and opportunities for development and performance-based pay increases.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
This Financial Administrator Apprenticeship may lead to a future permanent position. Potential opportunities to progress into a financial services role if interested.
Ask a question
The contact for this apprenticeship is:
SCCU LTD
Vanessa Healey
vanessa@sccugroup.com
02476 936969
The reference code for this apprenticeship is VAC2000062512.
Apply now
Closes in 12 days (Tuesday 17 November 2026)
After signing in, you’ll apply for this apprenticeship on the company's website.