Financial Planning and Investment Management Administrator Apprenticeship in London

SummaryWorking within the administration team of our busy financial planning practice. Heritage are entrusted to manage the wealth of over £150million across 300+ clients and your role will be to assist in delivering first‐class service and supporting the financial planning and investment management of the day‐to‐day functions in the business.

WageCompetitive wage offered – competitive.

Check minimum wage rates

Training CourseBusiness administrator (level 3)

Training schedule: This training schedule has not been finalised. Check with this employer if you\’ll need to travel to a college or training location for this apprenticeship.

HoursMonday to Friday 9am to 5pm. 40 hours a week

Start DateThursday 19 March 2026

Duration1 year 6 months

Positions Available1

WorkMost of your apprenticeship is spent working. You\’ll learn on the job by getting hands‐on experience.

What You\’ll Do at Work

Client support and administration

Research of existing investments and cost analysis

Help with business operations

Professional development – we will support candidates who are looking for a career

Where You\’ll WorkBell Meadow Business ParkPulfordCH4 9EP

Training ProviderREAL SKILLS TRAINING LTD

Course Contents

Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.

Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others\’ work. Maintains records and files, handles confidential information in compliance with the organisation\’s procedures. Coaches others in the processes required to complete these tasks.

Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.

Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.

Demonstrates good communication skills, whether face‐to‐face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.

Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themselves to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best‐practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem‐solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.

Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.

Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

RequirementsEssential Qualifications

GCSE in English (grade 4)

GCSE in Maths (grade 4)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

Communication skills

Organisation skills

Team working

Initiative

Non‐judgemental

Patience

Friendly approach

Punctual

Reliable

About This EmployerHeritage are a rapidly growing IFA business based in Pulford, near Chester. We are responsible for managing the money of around 300+ clients. We are looking for an apprentice to help with the day‐to‐day operations. Ideally we would like a self‐starter, ambitious person looking to forge a career in financial services and we will look to help with genuine progression opportunities and support with professional qualifications.

https://heritage-fp.co.uk/ (opens in new tab)

Disability ConfidentA fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long‐term health condition. This includes non‐visible disabilities and conditions. You can choose to be considered for an interview under the Disability Confident scheme. You\’ll need to meet the essential requirements to be considered for an interview.

After This ApprenticeshipThe role has genuine progression for those who seek it. Once level 4 qualified a salary upwards of £40,000 is very much achievable.

RecruitmentCloses on Thursday 5 March 2026.

ReferenceReference code: VAC2000006712.

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