Financial Administrator Apprentice

Opportunity to join a successful but small and growing wealth advice business based in Altrincham, where the individual has the opportunity to advance their career through administration onto ParaPlanning and even onto the St James's Place Academy to train as a financial advisor if they wish.

What you'll do

• Provide administrative support to the Practice
• Ensure that files are complete with all required client identification documentation and necessary application forms
• Oversee the letter of authority process
• Learning the requirements of pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM
• Process applications accurately and record the required management information
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
• Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
• Meeting and greeting clients and visitors to the Practice
• Liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales

Training

• Training to be delivered remotely through Workpays
• Would proceed through this St James's place partnership support accreditation
• Training takes place with office based or online
• The training would usually be one day a week and then the apprentice would work for the team the other 4 days

After the apprenticeship

Once qualified as either a Paraplanner or an investment advisor then you can choose as to whether you stay on in our business as either of these roles, managing your own client book or work for another wealth advisor.

Skills

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

Qualifications

• Essential: GCSE, English (grade 5 or Equivalent)
• Essential: GCSE, Maths (grade 5 or Equivalent)
• Desired: A Level, Qualification (grade Pass)

Things to consider

Knowledge and experience:

• Desire to progress within the financial services sector
• Willingness to learn all relevant regulation and legislation
• Experience of client management systems such as Salesforce
• Working towards completion of apprenticeship

Skills and behaviours:

• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
• Excellent written communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Good organisation skills
• Strong attention to detail
• Manages time effectively with the ability to multi-task
• Keeps calm when faced with conflicting demands and handles these effectively
• Demonstrates a positive attitude at all times
• Works well on own tasks as well as on shared goals as part of a team
• Open to change with a creative approach to problem solving

About the employer

At Chronos, we work in partnership with our clients, to pursue long term financial clarity at each stage of their financial lifetime through the creation of an efficient financial plan and ongoing holistic investment and financial planning advice.

Chronos Wealth Ltd was established by Elizabeth Bird, a leading Wealth Manager in the North West and London, and is a Senior Partner Practice of St. James's Place.

Apprenticeship details

• Course: Financial services administrator (level 3), Legal, finance and accounting
• Apprenticeship level: Advanced (level 3)
• Training provider: WORKPAYS LIMITED
• Expected duration: 1 Year 2 Months
• Hours: 37.5 hours a week. Working week: A minimum of Mondays and Tuesdays to be in the office in Altrincham. One day a week training, and then up to two days work from home, if no other advisers/admin in office that day.
• Start date: 16 November 2026
• Positions available: 1
• Wage: £19,500 a year