Financial Services Administration Apprentice

CALLAWAY SYKES ASSOCIATES LTD

Chelmsford

On-site

GBP 12,000 - 18,000

Full time

6 days ago

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Benefits offered by this job

Training provided

Job summary

Callaway Sykes Associates Limited is seeking a Finance Services Administrator apprentice to learn the administration of regulated financial advice. The role covers client records, meeting packs, documents, and liaison with insurers and fund managers, with day-to-day admin support across the team.

Working week is Monday to Friday, 09:00–17:00, for a duration of 1 year. Training provider SIMPLY ACADEMY LTD supports your development into Adviser or Paraplanner pathways.

Qualifications

GCSEs including maths and English at D/4 grade or above.
A Level – at least two subjects.
Interest in financial services administration and apprenticeship learning.

Responsibilities

Assisting with the preparation of client meeting packs.
Maintaining and updating client records.
Downloading and printing applications, factsheets, and supporting materials.
Liaising with insurers, fund managers, and other professionals as required.
Preparing and printing mail merges.
E-filing and saving documents to the cloud.
Scanning, printing, and filing documents as required.
Preparing basic letters and correspondence.
Scheduling client meetings.
Data entry using internal IT systems.
Handling general enquiry calls.
Monitoring and ordering stationery.
Assisting Advisers and Administrators with day-to-day tasks.

Skills

Communication skills

IT skills

Attention to detail

Organisation skills

Administrative skills

Number skills

Analytical skills

Team working

Initiative

Patience

Can do attitude

Punctual

Education

GCSE including maths and english (D/above)

A Level - minimum 2 subjects (A-C)

Job description

Introduction

An exciting opportunity to join a dedicated team of experienced Financial Services Administrators, delivering exceptional client service to a portfolio of high-net-worth clients. This role offers the chance to work in a professional, collaborative, and client-focused environment, with excellent opportunities for personal and career growth.

About the Employer

Callaway Sykes Associates Limited are financial advisers who provide discreet, impartial and professional advice, utilising a range of investment, savings, protection, pension, income and retirement solutions for individual and corporate clients.

What You'll Do

You will learn the skills required to support the administration of regulated financial advice.

Key Duties and Responsibilities:

Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading and printing applications, factsheets, and supporting materials
Liaising with insurers, fund managers, and other professionals as required
Preparing and printing mail merges
E-filing and saving documents to the cloud
Scanning, printing, and filing documents as required
Preparing basic letters and correspondence
Scheduling client meetings
Data entry using internal IT systems
Preparing report packsHandling general enquiry calls
Monitoring and ordering stationery
Assisting Advisers and Administrators with day-to-day tasks

General Responsibilities:

Answering incoming telephone calls in a professional and courteous manner
Supporting the business's ongoing growth and administrative requirements
Logging all calls and emails in the CRM system in line with compliance requirements
Securely shredding confidential information
Keeping the office environment tidy and presentable at all times

Training Outcome

For the right candidate, there is excellent potential for career progression and the opportunity to secure a permanent position. We offer additional training and actively encourage and support self-directed learning. As your career develops, there may be opportunities to progress into roles such as Adviser Support, Senior Adviser Support, Paraplanner, or Financial Adviser.

Skills Required