Apprentice Financial Services Administrator
WILLOW FINANCIAL PLANNING LIMITED
SOUTHEND ON SEA (SS1 2PH)
Closes in 18 days (Monday 30 November 2026 at 11:59pm)
Posted on 12 November 2026
Contents
Summary
Help keep the team running smoothly by welcoming clients and supporting advisers and paraplanners. Chase provider information, maintain accurate client records, prepare client packs and support annual reviews, keeping details organised and work moving forward.
- Wage
-
£20,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday, 9am to 5pm, with 1 hour for lunch.
35 hours a week
- Start date
-
Monday 4 January 2027
- 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
As our IFA Administrator, you’ll help keep the office running smoothly, providing a welcoming first point of contact for clients and essential administrative support to advisers and paraplanners. You’ll coordinate provider information, maintain accurate client records and prepare documents that support client enquiries and annual reviews, alongside everyday office duties. With opportunities to learn through training and hands-on experience, you’ll build your knowledge and skills and lay the foundations for career progression in financial services.
Key tasks:
- Answer calls, welcome clients, prepare refreshments, distribute post and monitor the team mailbox for adviser requests.
- Issue Letters of Authority, chase provider information within appropriate timeframes and collate responses for advisers and paraplanners.
- Keep Intelliflo client records accurate and up to date, tracking outstanding tasks and provider correspondence.
- Produce risk profile reports and run anti-money laundering (AML) reports using Smart Search.
- Prepare initial client packs, maintain supplies of client-facing documents and support client enquiries and annual reviews.
- Participate in training, maintain your training record and provide appropriate cover for colleagues during sickness or holidays.
Where you'll work
453 SOUTHCHURCH ROAD
SOUTHEND ON SEA
SS1 2PH
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
You will complete your apprenticeship training online via your employers address.
More training information
You will achieve the Financial Services Administrator Apprenticeship Standard:
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Regular seminars
- 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:
- English (grade Grade 4(C))
- Maths (grade Grade 4(C))
Desirable qualifications
A Level 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
- Problem solving skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
Other requirements
We have a second office in Billericay, so it would be preferable that the candidate be able to travel as they may often be needed to attend either office.
About this employer
Willow Financial Planning are a small firm of Independent Financial Advisers, offering support to individuals and companies. We are looking for someone to join our close-knit team as an administrator with training provided and the opportunity for progression.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
We want you to increase knowledge and move from our IFA Administrator role to a Trainee Paraplanner role, taking industry exams.
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
The reference code for this apprenticeship is VAC2000063812.
Apply now
Closes in 18 days (Monday 30 November 2026 at 11:59pm)