Apprentice - Financial Administrator

Job Overview
We are a small, friendly IFA firm, committed to providing high-quality financial advice while developing the next generation of finance professionals. We are offering an entry-level apprenticeship, perfect for someone at the start of their career who is eager to learn and grow.

Responsibilities

This is an entry-level role for someone at the start of their career. The position is part of a government-funded apprenticeship scheme, combining hands-on experience with formal training to achieve a nationally recognised Level 3 Business/Financial Administration qualification. Any new apprentice will complete a short probation period at the start of the role prior to being enrolled in to the scheme.

As a Financial Administrator Apprentice, you will support the finance and compliance team with day-to-day administrative tasks in line with IFA regulatory and operational requirements.

• Support client onboarding and account administration, including gathering documentation and inputting client data
• Assist with regulatory compliance tasks, such as KYC (Know Your Customer) checks and maintaining client records
• Prepare reports and correspondence for clients and advisers
• Support advisers with financial research and administration, including investment and pension documentation
• Liaise with third-party providers (pension schemes, investment platforms, insurance companies) on behalf of clients
• Maintain accurate filing and electronic records to FCA standards
• Assist with scheduling meetings, client communications, and general office administration
• Participate in off-the-job training (approximately 1 day per week)

Skills & Qualities

• Strong attention to detail and organisational skills
• Good written and verbal communication
• Numeracy skills and comfort with basic financial concepts
• Eager to learn about financial services and regulatory requirements
• Reliable, punctual, and able to work independently or as part of a team

Qualifications

• GCSEs in Maths and English (or equivalent)
• No prior finance or IFA experience required – full training will be provided

Job Type: Apprenticeship

Work Location: In person

Pay: £17,000.00-£19,000.00 per year

Work Location: In person