Financial Services Administrator Apprentice
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Company: FRANKLYN FINANCIAL MANAGEMENT LTD
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Location: CONGLETON, CW12 1LB
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Type: Apprenticeship
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Salary: £17,000.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000038490
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Application Deadline Date: 03/07/2026
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Start Date: 01/09/2026
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Positions Available: 4
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Working Week: Monday - Friday, 9.00am - 5.30pm
Brief Description
We are offering up to four paid, full-time Financial Services Administrator Apprenticeships in Congleton, with allocated study time. This 15-month programme offers training, support and the potential for further employment on completion.
Training to be Provided
- We are set up to enable your success throughout and as such you will be fully supported through a Level 3 apprenticeship programme, with weekly online training workshops, on-the-job learning and guidance from experienced colleagues
- You will also be part of a colleague buddy scheme to help further support your transition into the working world.
- You will learn the basics of working in a professional office environment and over time, you will build specialist knowledge of financial services administration, client service, compliance, systems and adviser support
Future Prospects
- Successful apprentices could go on to be Financial Services Administrators, Paraplanners or Advisers
Vacancy Detail
- Maintaining accurate and organised client records using Salesforce and Microsoft Office, including Word, Excel and Outlook
- Preparing documentation to support financial advisers and client meetings
- Communicating professionally with clients, providers and internal teams
- Supporting the administration of client accounts, including record updates, service requests and follow-up actions
- Helping ensure client information and processes are handled accurately, confidentially and in line with regulatory requirements
- Actively partaking in weekly online apprenticeship workshops and applying your learning in the workplace
Other Information
- An interest in business, economics or finance.
- Adaptability and a strong work ethic.
- Passing a Disclosure and Barring Service (DBS) check.