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Level 3

Financial Services Administrator Apprentice

FAIRVIEW FINANCIAL MANAGEMENT LTD · Rayleigh

Live

Advertised to close on 30 November 2026, but employers often close early.

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Pay
£21,000 a year
Hours
35 a week
Length
12 months
Starts
3 Dec 2026
Advertised closing date
30 Nov 2026
Openings
1 position
Last checked
2 hours ago

Applications are handled by the Find an Apprenticeship service.

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What you would do

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.

Day to day

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

What you would study

Financial services administrator (level 3)

Your training will be accessed online via your workplace site address.

Other training

You will achieve the Financial Services Administrator Apprenticeship Standard:

  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
  • Regular seminar
  • All seminars recorded and available on demand
  • Interactive chat, forums and class notebooks for real-time support and assistance from experienced financial services professionals
  • Regular tutorials and assessments from an experienced financial service professional

Training provider: SKILLS EDGE TRAINING LTD

Working week

Monday to Friday, 9:00am - 5:00pm. 1 hour lunch.

What you need

  • GCSE English at grade Grade 4(C) (essential)
  • GCSE Maths at grade Grade 4(C) (essential)

Skills they are looking for

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Problem solving skills
  • Administrative skills
  • Analytical skills
  • Logical
  • Team working
  • Initiative

After the apprenticeship

Progression into a trainee paraplanner role and professional qualifications.

Where

Rayleigh, East of England (SS6).

About FAIRVIEW FINANCIAL MANAGEMENT LTD

Fairview Financial Management are a firm of independent financial advisers and mortgage brokers based in Rayleigh, Essex.

Financial Services Administrator Apprentice, FAIRVIEW…