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Financial Administration Apprentice

Edginton Stanley Wealth Management Ltd · 31 Upper King Street, Royston, SG8 9AZ

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Salary
£18,000 a year
Level
Advanced
Course
Financial services administrator (level 3)
Closing date
28 Aug 2026
Start date
1 Sept 2026
Duration
1 Year
Hours per week
35 hours
Working week
Monday - Friday, 9am - 5pm.
Positions
1

About the role

Providing comprehensive administrative support to Financial Advisers, preparing client review letters, business illustrations, reports and meeting packs. Managing CRM updates, liaising with clients and providers, gathering account information, supporting day-to-day operations while maintaining strong knowledge of client-facing systems.

Skills required

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Administrative skills
  • Number skills
  • Team working
  • Eager to learn
  • Discrete and trustworthy
  • Numerical skills
  • Proactive attitude

Qualifications

  • GCSE · 5 subjects including maths and english · 4 or above · Essential

About Edginton Stanley Wealth Management Ltd

Edginton Stanley Wealth Management provide tailored regulated face to face advice to individuals and businesses to protect, preserve and grow their wealth.

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Training provider

SIMPLY ACADEMY LTD · Legal, finance and accounting · Level 3

Vacancy reference: 2000046016 · Posted 3 Aug 2026