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Financial Services Administrator Apprentice

Just Financial Planning LTD · Norwich · posted 10 July 2026

Wage
£17,500 a year
Hours
37.5 hours a week
Duration
1 Year 6 Months
Level
Advanced (Level 3)
Standard
Financial services administrator (level 3)
Starts
31 August 2026
Closing date
15 August 2026
Positions
1

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

Handle day to day post routines including:

  • Scanning and filing relevant post
  • Franking and preparing post out

General Office Duties including: 

  • Answering calls and taking messages
  • Dealing with client queries
  • Updating ‘task’ management system
  • Updating our back-office system
  • Welcoming visitors, making refreshments
  • Managing adviser’s appointments

Adviser Support including: 

  • Requesting and collating plan information
  • Assisting in client meeting preparation
  • Preparing client letters and illustrations
  • Liaising with clients and providers

Ongoing Client Reporting and Review Documentation including: 

  • Producing and sending portfolio reports to clients
  • Preparing review documents for adviser
  • Preparing fund performance information

To progress to Trading and New Business Processing including: 

  • On-line submission of pension and investment applications
  • Buying and selling trades on Investment Platforms
  • Submitting client’s income requirements
  • Fund switch trading on investment platforms
  • Checking completion of all trades
  • Medical underwriting applications with clients for life cover

Your training

  • Day to Day in-house training, office based in Coltishall, Norfolk
  • External on-line support from apprenticeship training provider

Where it leads

  • After the successful completion of the apprenticeship to be employed as a Financial Services Administrator with a long term view to progress to paraplanning/advising if applicable

About Just Financial Planning LTD

Our goal is simple: to build a firm we’d proudly recommend to our own friends and family, where clients are genuinely at the heart of everything we do. From our independent investment proposition to our competitive fee structure, every part of our service is designed to put your interests first.

We want every client to feel understood, supported and empowered, with clear, personal advice they can trust. As we continue to grow across Norwich, Norfolk and throughout the UK, we remain committed to our values, embracing innovation while never compromising on quality, integrity or service.

Skills they're looking for

Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsProblem solving skillsPresentation skillsAdministrative skillsNumber skillsAnalytical skillsLogicalTeam workingCreativeInitiativeNon judgemental

Entry requirements

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

Where you'll work

  • Point House, 5 High Street, Coltishall, Norwich, NR12 7AA

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