Financial Services Administrator Apprentice

ATHERTON YORK LIMITED · Barnet, UK

Salary
£25,000
Level
Level 3
Duration
1 Year
Closes
20 Nov 2026
Qualification
R01 - Awarded by The Chartered Insurance Institute (CII)
Training provider
SIMPLY ACADEMY LTD

About the role

This apprenticeship offers a fantastic opportunity to become a Financial Services Administrator with Atherton York Limited. You will be responsible for meeting and greeting clients, handling telephony, booking meetings, managing filing, scanning, and post. You will also assist with spreadsheets, cover letters, and general administrative tasks, supporting a team of associates.

Atherton York is a highly respected financial planning firm established in 2013, known for its blend of traditional financial values and modern technology. They manage over £250M in client money and hold the prestigious title of Chartered Financial Planners. The company is committed to continuous professional development and client outcomes.

This role is ideal for individuals with excellent communication, IT, organizational, and administrative skills. You will gain valuable experience in the financial services sector, with strong opportunities for career progression and professional development through lifelong learning. The training will involve the R01 qualification from The Chartered Insurance Institute (CII), supported by Simply Academy Ltd.

Entry requirements

  • GCSE 5 subjects including maths and english: 4 or above, Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Team working, Initiative

Apply on the employer's site

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