Apprentice Financial Administrator

We are looking for a bright, naturally curious individual to join our friendly team of administrators to help with the day-to-day running of a busy practice of Financial Advisers.

Annual Salary:
£14,000 per annum / £269 per week / £7.69 per hour.
Annual salary reviews in January
Free parking
20 days holiday + Bank Holidays for first 3 years rising to 25 days 

Working hours: 
Monday to Friday 09:00 – 17:00, 60 minutes lunch. Total hours per week: 35 hours a week

Apprenticeship Standard: 
Financial Services Administrator Level 3

Apprenticeship Duration: 
17 Months

Full Description:

  • Answer and direct phone calls providing polite & professional communication
  • Greet & assist visitors to the office
  • Dealing with incoming & outgoing post
  • Action email requests from Advisers & Clients
  • General office duties e.g. filing & photocopying
  • Book meeting rooms, hotels, taxis etc.
  • Conduct accurate data entry

With further training, the apprentice’s role will also expand to include:

  • Client valuations
  • Client investment/pension withdrawals
  • Assist in the preparation of regular annual review letters & reports
  • Preparation of documents to accompany adviser’s recommendations i.e. illustrations, application forms & comprehensive suitability reports

Training Provided:

  • Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII CF1 study book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the CF1 exam from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional
  • R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge.

Skills and Personal Qualities Required:

  • GCSE or equivalent Maths and English (Grade 4/C or above) essential
  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Administrative skills
  • Team working
  • Work well under pressure
  • Conscientious
  • Hard Working

Career Progression:

Progress to Paraplanner Apprenticeship available once Financial Administrator Apprenticeship successfully completed. Alternatively, full study support package available for candidates to continue studying with a long-term (3 to 5 years) option to move into Paraplanning and/or advising (either mortgage or full advice).

Shopping Cart