Financial Administrator Apprentice
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Company: PARKS WEALTH MANAGEMENT (PWM) LIMITED
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Location: Louth, LN11 0LS
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Type: Apprenticeship
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Salary: £16,000.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000031436
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Application Deadline Date: 26/06/2026
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Start Date: 06/07/2026
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Positions Available: 1
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Working Week: Monday to Friday, 9:30am – 5:00pm (including a 30-minute paid lunch break).
Brief Description
- Providing administrative support to advisers, including preparing client documents, maintaining records, managing calls and emails, coordinating with providers, assisting with meeting prep and follow‑up, and handling general office organisation. A varied role with full training offered.
Training to be Provided
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.
Future Prospects
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.
Vacancy Detail
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.
Other Information
Tbc.