Financial Administrator Apprenticeship

SCCU; Birmingham; On-site; GBP 9,100 - 13,000; Full time

Benefits offered by this job

Paid Holiday

Pension following probation

Performance-related salary increases

Totum student discount

Counselling and wellbeing support

Job summary

Affinity Financial Planning is hiring a Financial Administrator Apprentice to join the office team in Birmingham. The role provides financial admin support, diary management, client liaison, and document preparation for meetings.

The apprenticeship develops administration, IT and customer service skills, with on-the-job training and a pathway into financial services. Benefits include employer and training-provider perks.

Qualifications

• GCSE Maths and English at grade 4 or above.
• Interest in administration and building strong client relationships.
• Good organisational skills and team-player attitude.
• Willing to learn and comply with regulatory policies.
• Interest in the Financial Services market and advisor support.

Responsibilities

• Answer incoming calls and respond to client queries.
• Manage the reception desk, diary and post with accuracy.
• Prepare documents for initial client meetings and collect quotations.
• Submit applications to platforms and monitor related systems.
• Support ongoing service with CRM maintenance and client records.

Job description

We’re excited to be working with Affinity Financial Planning to recruit a Financial Administrator Apprentice to join their office team!

The Opportunity:

To provide financial administrative support to the Practice (Affinity Wealth) and the Practice Principal to ensure the efficient processing of business, effective management of day-to-day tasks and that our clients receive the expected high level of service when contacting the practice.

This Financial Administrator apprenticeship provides transferable skills including administration, communication, IT and customer service, which can be utilised across a broad spectrum of future roles.

What You’ll Do as a Financial Administrator Apprentice:

• Answer incoming calls, responding to client queries or where
• appropriate.
• Learn how to use the telephone system – taking messages,
• ensuring all details are correct.
• Manage the reception desk and initial client contact, with politeness
• and efficiency.
• Support in managing the Principal’s diary; booking in all relevant
• commitments, using an electronic diary.
• Support managing the Principal's ‘To do’ system, daily/weekly.
• To manage the general practice post, answering client mail or distributing as appropriate, and reviewing incoming post.
• Contact clients prior to adviser meetings to confirm appointments
• and obtain up-to-date information in line with practice processes and adviser requirements.
• Prepare documentation for initial meetings with prospective clients
• using a checklist to practice standards.
• Ensure all records of clients’ personal details, plans and contact
• history.
• Obtain quotations, illustrations and supporting documentation in
• preparation for client meetings.
• Obtain valuations and information on clients' existing policies
• and
• clients on Friday.
• Prepare provider responses for entry onto ACP system.
• Manage responses from the ACP system in liaison with the practice
• When trained, prepare Illustrations for critical illness, disability and
• life insurance needs.
• Prepare proposals for the solution that the planner has selected for
• the client, including approved product illustrations and literature and
• establish details on the chosen investment platform where
• applicable.
• To administer the submission of applications to platform/product
• providers and monitor relevant systems to ensure accuracy and/or
• acceptance
• Produce Client Suitability Reports for personalising and sign-off by the Practice Principal – Adviser, office manager.
• Manage the internal processing system to ensure the delivery of
• ongoing service requirements, maintaining accurate CRM records.
• To manage ad hoc client administration including elements such as
• withdrawals, changes of address, requests for documentation etc.
• Provide ad hoc research and administrative support to the team as and when required.
• Assist in the management of client relationships.

What They’re Looking For in a Financial Administrator Apprentice:

• Have achieved Maths and English to Grade
• 4 or above
• An interest in administration and the role of an administrator
• Interested in building strong client relationships
• Willing to understand and to try to identify issues and resolve
• disputes, and the ability to understand and learn to manage client
• Good organisational skills
• Team player
• Ability to deliver to tight deadlines
• Strong work ethic
• Keen to learn and offer input where necessary
• An interest of the Financial Services market and an understanding
• of the role of a financial advisor
• Compliance - understand and adhere to the practice and
• Openwork’s systems and regulatory requirements and, where
• appropriate, comply with all relevant regulatory policies. This
• includes completion of any mandatory training requirements.
• IT literate, including the ability to use some or all of the following and
• be willing to learn:
• Outlook
• Word
• Po
• werpoint
• Excel
• Database management tools
• CRM systems
• Willingness to learn and work as part of a team

Working Hours: 37.5 hours per week, 9 am to 5 pm, Monday to Friday

Pay: Apprenticeship pay scale, £8 per hour for the first 12 months, followed by National Minimum Wage for your age.

Training to be provided: A nationally recognised apprenticeship qualification.

Business Administrator Apprenticeship Standard, 17 months plus up to 6 weeks for end-point assessment.

Future Prospects:

This Financial Administrator Apprenticeship may lead to a future permanent position. Potential opportunities to progress into a financial services role if interested.

Benefits of the employer:

• Paid Holiday
• Pension following probation
• Performance-related
• salary increases

Benefits from the training provider:

• Access to TOTUM student discount
• Access to Life and Progress employee support programme which includes: Health and wellbeing support, Around-the-clock support, and Confidential counselling (provided by SCCU Group)

Interview date: W/C 23/11/2026

Position start date: W/C 30/11/2026 unless applicant has a notice period