Financial Administrator Apprentice

The apprentice will gain practical experience across administration and client support, learning how a professional financial services firm operates.

Day-to-day duties will include:
• Supporting advisers with administrative tasks
• Preparing and processing client documentation
• Managing client records and updating internal systems
• Handling incoming calls and emails professionally
• Liaising with providers and third parties
• Assisting with meeting preparation and follow-up
• General office administration and organisation

This is a varied role offering exposure to all areas of the business, with full training provided.

Training:

Professional qualification:

R01 (Financial Services & Ethics.
Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas.

Enhances your understanding of the Financial Services industry with a focus on key areas such as regulation, relevant legislation and ethical standards, outlined in the code of Ethics.

 

Training Outcome:

This role offers strong long-term progression within the business. Upon successful completion of the apprenticeship, there is the opportunity for a permanent position, further professional qualifications, and progression into senior administrative position.

Employer Description:

Parks Wealth Management provides financial advice to individuals and businesses, specialising in pensions, investments, tax planning, and estate planning. You help clients manage and grow wealth, plan income, and structure finances efficiently with ongoing, personalised advice.

Working Hours :
Monday to Friday, 9:30am – 5:00pm (including a 30-minute paid lunch break).

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Ambition,Positive attitude,Personable,Professional