Financial Administrator Apprenticeship

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

Location: Grays Court, 15 High Street, Harborne, Birmingham, B17 9NT

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

  investments; chase 3 times per week Mon – Wed – Fri, update

  clients on Friday.

• Prepare provider responses for entry onto ACP system.

• Manage responses from the ACP system in liaison with the practice

  principal/relevant adviser.

• 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

• Have good attention to detail

• Interested in building strong client relationships

• Good communication skills

• Willing to understand and to try to identify issues and resolve

  disputes, and the ability to understand and learn to manage client

  expectations

• 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)

Application closing date: 17/11/2026

Interview date: W/C 23/11/2026

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