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Financial Services Administration Apprentice

Callaway Sykes Associates LTD · Chelmsford · posted 3 September 2026

Wage
£21,000 a year
Hours
35 hours a week
Duration
1 Year
Level
Advanced (Level 3)
Standard
Financial services administrator (level 3)
Starts
2 November 2026
Closing date
2 October 2026
Positions
1

Apply on the official government service →No Apprentice League account needed — we never gate applications.

You will learn the skills required to support the administration of regulated financial advice.

Key Duties and Responsibilities:

  • Assisting with the preparation of client meeting packs
  • Maintaining and updating client records
  • Downloading and printing applications, factsheets, and supporting materials
  • Liaising with insurers, fund managers, and other professionals as required
  • Preparing and printing mail merges
  • E-filing and saving documents to the cloud
  • Scanning, printing, and filing documents as required
  • Preparing basic letters and correspondence
  • Scheduling client meetings
  • Data entry using internal IT systems
  • Preparing report packs
  • Handling general enquiry calls
  • Monitoring and ordering stationery
  • Assisting Advisers and Administrators with day-to-day tasks

General Responsibilities:

  • Answering incoming telephone calls in a professional and courteous manner
  • Supporting the business's ongoing growth and administrative requirements
  • Logging all calls and emails in the CRM system in line with compliance requirements
  • Securely shredding confidential information
  • Keeping the office environment tidy and presentable at all times

Your training

Professional qualification:

  • R01 - Financial Services Regulation and Ethics

This course provides a straightforward introduction to the key principles of investment and financial services regulation. Taught by an experienced industry professional, it covers how financial markets operate, the different types of investment products, and the regulatory framework that supports them. The course is designed to help you apply these concepts effectively.

Where it leads

For the right candidate, there is excellent potential for career progression and the opportunity to secure a permanent position. We offer additional training and actively encourage and support self-directed learning. As your career develops, there may be opportunities to progress into roles such as Adviser Support, Senior Adviser Support, Paraplanner, or Financial Adviser. 

About Callaway Sykes Associates LTD

Callaway Sykes Associates Limited are financial advisers who provide discreet, impartial and professional advice, utilising a range of investment, savings, protection, pension, income and retirement solutions for individual and corporate clients.

Skills they're looking for

Communication skillsIT skillsAttention to detailOrganisation skillsAdministrative skillsNumber skillsAnalytical skillsTeam workingInitiativePatienceCan do attitudePunctual

Entry requirements

  • GCSE 5 subjects including maths and english (grade D/above) — essential
  • A Level minimum 2 subjects (grade A-C) — essential

Where you'll work

  • 56 NEW WRITTLE STREET, CHELMSFORD, CM2 0SE

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