Apprentice Financial Services Administrator
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Company: RED IFA (NOTTINGHAM) LIMITED
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Location: NOTTINGHAM, NG8 6PY
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Type: Apprenticeship
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Salary: £19,750.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000036363
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Application Deadline Date: 11/07/2026
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Start Date: 07/09/2026
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Positions Available: 1
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Working Week: Monday - Friday 9.00am - 5.00pm.
Brief Description
Begin a long-term career in the financial services, working as part of a small, friendly independent financial adviser company. If you are motivated to learn and have a positive attitude then this could be the role for you.
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
Future Prospects
This apprenticeship offers the opportunity to build a long-term career within the financial services sector. Subject to successful completion, there is the potential for a permanent position, further professional qualifications and progression into senior administrative, paraplanning or financial planning roles. We are committed to supporting ongoing learning and development within a friendly and supportive team environment.
Vacancy Detail
- Prepare and submit letters of authority to providers and chasing these through to completion, alongside summarising the information for Financial Advisers
- Liaising with product providers to obtain valuations, quotes, and other information for Financial Advisers
- Preparing simple annual review letters for clients
- Submitting protection applications, bereavement claims, and bond assignments and surrenders, and chasing these through to completion
- Processing risk questionnaires and providing Advisers with results
- Responding to client queries professionally via telephone and email and greeting visiting clients
- Answering all incoming calls and accurately taking information and notes to pass on messages promptly
- Managing meeting room bookings
- Handling all incoming and outgoing post and distributing this as required
- Sending out client satisfaction surveys
- Binding reports and preparing documents as required for adviser appointments
- Ensuring all relevant compliance, internal business documents, and provider documents are completed and held on the firm’s back-office system
- Ensuring all tasks are carried out and completed in line with company policies and procedures as well as all compliance and legislative requirements
- Dealing effectively with colleagues, product providers, and third parties
- Supporting the wider Support Team, including providing assistance where required
- Proactively contributing towards building your own knowledge and experience in financial planning advice and the financial planning industry
- Reasonable ad-hoc and other duties, as required by the company
Other Information
The office is located at Nottingham Business Park (NG8 6PY) and is accessible via local bus routes and the Nottingham tram network. Free on-site parking is also available. Due to the location of our office, applicants should ensure they can travel reliably to Nottingham Business Park for a 9.00am start.