Financial Services Administrator Level 3 Apprentice
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Company: QUAY ADMIN LTD
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Location: CHATHAM, ME4 4QZ
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Type: Apprenticeship
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Salary: Apprenticeship Minimum Wage
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Sector: Legal, finance and accounting
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Ref: NAS-2000036270
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Application Deadline Date: 10/07/2026
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Start Date: 03/08/2026
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Positions Available: 2
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Working Week: Monday - Friday - 8am - 5pm
Brief Description
Start your career with Quay Admin & St James’s Place through our apprenticeship programme. Gain hands-on experience, recognised qualifications and support from industry professionals while developing key business and financial services skills in a respected, forward-thinking wealth management organisation.
Training to be Provided
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
- A broad understanding of the financial services sector
- An understanding of the role of the appropriate regulatory bodies
- The importance of relationship building with clients and colleagues
- Understanding of processes and procedures relevant to the role
- How to develop commercial awareness
- Building skills and capabilities within an organisation
Professional Qualifications:
- CF1 - awarded by The Chartered Insurance Institute (CII)
- Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
- To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Future Prospects
Following the completion of the apprenticeship programme you’ll have the opportunity for further development. You might choose to undertake a higher-level apprenticeship, or study for additional professional qualifications, or undertake further training. It’s our goal to ensure you’re inspired to make a difference by actively contributing to the continued growth of the business.
Vacancy Detail
You will provide a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
- You will be a point of contact for clients and third parties dealing with general enquiries
- Responsible for business submission using bespoke software
- Ensuring that the business obtained is being processed in a timely way
- Due to the nature of the business, tasks must be completed within a timely manner
- Daily checking of CFRs, Advice Records and Advice Sets on Salesforce and iBusiness
- Managing PQS, reviews and Consumer Duty processes
- Identifying and reporting compliance flags
- GDPR record maintenance and third-party introducer documentation
- Processing EBS, Advice Sets and case submissions via iBusiness
- Preparing straightforward Suitability and New Business Reports
- Issuing approved Suitability Letters, including Drawdown Reviews
- Updating Salesforce, managing WIP and post-meeting actions
- Tracking cases with Paraplanners and maintaining accurate CRM records
- Providing compliance and task completion data to management