Summary
* Prepare and process financial documents, ensuring accuracy and compliance with company policies.
* Processing the work of a mortgage application from application to completion.
* Manage day-to-day administrative tasks, including scheduling meetings and maintaining calendars.
Wage
£14,526.20 to £23,492.04, depending on your age
National Minimum Wage
Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 8.30am - 5.00pm. 1 hour for lunch.
37 hours a week
Start date
Monday 2 February 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
We are seeking a highly organised and detail-orientated Administrator.
The ideal candidate will play a crucial role in ensuring the smooth operation of our office, providing essential support to various departments, and contributing to the overall efficiency of our organisation.
This position is perfect for someone with a background in financial services and a strong grasp of basic mathematics.
Duties will include:
* Handle incoming correspondence, including emails and phone calls, directing them to the appropriate personnel as needed
* Maintain filing systems, both electronic and paper-based, ensuring all documents are up to date and easily accessible
* Support team members with various projects, providing administrative assistance as required
* Assist in the preparation of reports and presentations for management
Where you'll work
Unit 14c Link 665 Business Centre
Todd Hall Road
Rossendale
BB4 5HU
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)
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
Training is completed online based at the employers address
More training information
Financial Services Administrator Level 3 Apprenticeship Standard:
* Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics
* Develop the knowledge, skills and behaviours of successful Financial Services Administrators
* 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
* Regular tutorials and assessments from an experienced financial services professional
Requirements
Essential qualifications
GCSE in:
Maths and English (grade 4/C 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
* Administrative skills
* Number skills
* O365 Proficient
* Multitasking