Financial Services Administrator Apprentice

FAIRVIEW FINANCIAL MANAGEMENT LTD · Rayleigh, UK

Salary
£21,000
Level
Level 3
Duration
1 Year
Closes
30 Nov 2026
Qualification
Financial Services Administrator Apprenticeship
Training provider
SKILLS EDGE TRAINING LTD

About the role

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.

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. Progression into a trainee paraplanner role and professional qualifications.

Entry requirements

  • GCSE English Grade 4(C) and Maths Grade 4(C), along with strong communication, IT, attention to detail, organisation, customer care, problem-solving, administrative, analytical, logical, teamwork, and initiative skills.

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