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Financial Services Administrator Apprentice

Fairview Financial Management LTD · Rayleigh · posted 28 October 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
3 December 2026
Closing date
30 November 2026
Positions
1

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

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

Your training

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

Where it leads

Progression into a trainee paraplanner role and professional qualifications.

About Fairview Financial Management LTD

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

Skills they're looking for

Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsProblem solving skillsAdministrative skillsAnalytical skillsLogicalTeam workingInitiative

Entry requirements

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

Where you'll work

  • Burley House 15-17, High Street, Rayleigh, SS6 7EW

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