Graduate Financial Planning Associate - Apprentice

Summary

An excellent opportunity for a graduate or high-achieving A-Level leaver looking to build a long-term career within the financial advice profession.

This role is designed as a genuine development pathway:
Ultimately, providing a route into becoming a Financial Adviser.

Wage: £21,000 a year

Salary range: £21,000 to £30,000 Starting salary (DOE)

Financial services administrator (level
3)

Monday to Friday - 9am to 5pm, with flexible working hours upon successful pass of probation period. NB the 12 months is for the course/training duration not the job itself. This position has the potential for a permanent role upon completion.

37 hours 30 minutes a week

Monday 5 October 2026

1 year

2

Most of your apprenticeship is spent working. You'll learn on the job by getting hands‑on experience.

• Preparing client documentation and reports
• Managing client communications
• Liaising with providers and third parties
• Supporting the administration of investments, pensions and protection policies
• Maintaining accurate client records
• Assisting with research and technical analysis

As your knowledge and experience develop, you will gain exposure to:

• Financial planning research
• Cashflow modelling
• Report writing and suitability work
• Client meeting preparation
• Technical paraplanning duties
• Adviser support and eventually client‑facing responsibilities

UNIT 7-9
MACON COURT
HERALD DRIVE
CREWE
CW1 6EA

Apprenticeships include time away from working for specialist training. You'll study to gain professional knowledge and skills.

SIMPLY ACADEMY LTD

Financial services administrator (level
3)

• Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
• Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
• Collaborate with and support financial services teams with planned and ad‑hoc tasks or projects.
• Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
• Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
• Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
• Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
• Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
• Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
• Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
• Plan, organise and prioritise own tasks, managing time and resources effectively.
• Identify opportunities for continuous improvement and recommend solutions to improve processes.
• Apply current and developing sustainable principles and techniques relative to role.
• Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the…