We’re looking for an exceptional candidate to join us as an apprentice Administrator in our dynamic and rapidly expanding national IFA business.
Hours Monday to Friday, 09:00 – 17:00, 1‑hour lunch.
35 hours a week.
Duration: 1 year.
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
To support and assist in and support the functioning of our technical department and in the achievement and delivery of outstanding client outcomes, our business objectives and our regulatory obligations.
* Helping to prepare client letters
* Submitting Requests for Information to providers
* Submitting business and maintaining client records on our systems (Intelligent office and SharePoint)
* Undertaking electronic money laundering checks
* Liaising with our clients and advisers via email/ phone and post
Where you’ll work
22 The Tything
Worcester
Worcestershire
WR1 1HD
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
* 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.
More training information
* You will achieve the Financial Services Administrator Apprenticeship Standard.
* Develop the knowledge, skills and behaviours of successful Financial Services Administrators.
* 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
* GCSE in Maths (grade 4(C)).
* Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
* Customer care skills
* Analytical skills
* Initiative
About this employer
We are a growing, national Chartered Financial Planner firm designing bespoke financial plans for individuals, business owners and corporate clients. As a truly independent, full‑service advisory business, we combine deep industry experience with a commitment to high standards, sustainability and community responsibility. Our growth is driven organically through referrals, by attracting quality advisers seeking a supportive, client‑centric environment, and by offering a thoughtful succession pathway for those retiring from the industry. As a proud B‑Corp, we stand by our values of integrity, authenticity, compassion and empowerment, helping people build, manage and protect their wealth so they can live the best lives possible.
After this apprenticeship
* The business has a track record of supporting staff to progress their careers.
Contact information
Contact: SKILLS EDGE TRAINING LTD
Reference code: VAC2000026002.
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