Opportunity
Employer description:
As an apprentice, you will receive structured on-the-job training alongside formal study,
supporting our Financial Planners with administrative and client service tasks while
developing a strong understanding of the financial planning process.
Key Responsibilities
With training and support, you will learn to:
? Provide high-quality administrative support to the practice
? Prepare and maintain client files, ensuring documentation and compliance
requirements are met
? Support advisers with meeting preparation and follow-up actions
? Produce client correspondence, letters, and reports using templates
? Accurately update and maintain client records on Salesforce CRM
? Process applications and assist with liaising between advisers, product providers,
clients, and third parties
? Handle incoming calls and respond to client queries in a professional manner
? Run reports, illustrations, and collate key financial planning data
? Liaise with St. James’s Place Administration Centres to support timely completion of
transactions
About You
This role would suit someone who is:
? Educated to A-level standard (or equivalent), with strong GCSEs in Maths and
English
? Interested in finance, business, or professional services
? Highly organised with strong attention to detail
? Confident communicator, both written and verbal
? Professional, reliable, and eager to learn
? Motivated to build a long-term career in financial planning
? Willing to study towards professional qualifications alongside work
(No prior financial services experience is required – full training will be provided.)
Training & Progression
? Enrolment onto a relevant financial services apprenticeship programme
? Full training and development within the role
? Exam and study support towards the Diploma in Regulated Financial Planning
? Clear progression opportunities, with the potential to move into a Trainee Financial
Adviser position from year 3 onwards