Financial Services Administrator Apprentice
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Company FAIRVIEW FINANCIAL MANAGEMENT LTD
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Provider SKILLS EDGE TRAINING LTD
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Location Rayleigh, SS6 7EW
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Type Apprenticeship
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Salary £21,000.00 per year
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Sector Legal, finance and accounting
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Ref NAS-2000060798
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Application Deadline Date 30/11/2026
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Start Date 03/12/2026
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Positions Available 1
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Working Week Monday to Friday, 9:00am - 5:00pm. 1 hour lunch.
Brief Description
Launch your financial services career with Fairview Financial Management in Rayleigh, Essex. Join a team of independent financial advisers and mortgage brokers, gain hands-on administration experience and build valuable skills while working towards your Financial Services Administrator apprenticeship.
Training to be Provided
Your training will be accessed online via your workplace site address.
Future Prospects
Progression into a trainee paraplanner role and professional qualifications.
Vacancy Detail
As part of this role, you will be:
- Working closely with advisers and paraplanners to support the creation and delivery of financial plans
- Issuing, chasing, and summarising Letters of Authority
- Liaising with providers regarding LOAs and new business submissions
- Processing new business accurately and efficiently
- Maintaining client records and back-office systems
- Monitoring cases to ensure timely progression and clear communication
- Contributing ideas to improve processes and workflows
- Providing general administrative support to the wider team