Financial Administration Apprentice

Introduction

Providing comprehensive administrative support to Financial Advisers, preparing client review letters, business illustrations, reports and meeting packs. Managing CRM updates, liaising with clients and providers, gathering account information, supporting day-to-day operations while maintaining strong knowledge of client-facing systems.

About the Employer

Edginton Stanley Wealth Management provide tailored regulated face to face advice to individuals and businesses to protect, preserve and grow their wealth.

What You'll Do

Reporting to the Office Manager and Admin Manager on day to day tasks

• Write client review letters
• Prepare new business illustrations
• Update company CRM system
• Communicate with new and existing clients
• Assist the Financial Advisers with their day-to-day tasks
• Develop a good understanding of client-facing systems
• Prepare reports for financial advisers
• Speak with providers to obtain information on client’s accounts
• Prepare packs for client meetings

Training Outcome

At Edginton Stanley, the Financial Administrator Apprenticeship provides an excellent entry point into the financial services sector, offering a structured pathway to develop professional skills, industry knowledge, and valuable experience in financial administration and client support.

We are dedicated to investing in our apprentices through comprehensive training, ongoing mentorship, and continuous professional development. The successful candidate will receive the support needed to build confidence, gain a thorough understanding of the role, and develop the skills required for a successful career within the business.

This is a permanent position, with the apprenticeship forming the first two years of employment. For individuals who demonstrate strong aptitude, commitment, and ambition, there will be opportunities for further career progression, including the potential to advance into advisory roles and pursue training towards becoming a Financial Adviser.

Skills Required

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Administrative skills
• Number skills
• Team working
• Eager to learn
• Discrete and trustworthy
• Numerical skills
• Proactive attitude

Qualifications

• Essential - GCSE - 5 subjects including maths and english - 4 or above

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday - Friday 9am - 5pm.

Expected Duration: 1 Year

Training Provider: SIMPLY ACADEMY LTD