IFA Administrator Apprentice

Minster Financial Management is looking for a motivated and enthusiastic IFA Administrator Apprentice. You’ll work alongside experienced directors, advisers and administrators, gaining an insight into different areas of financial services.

Role

Answering telephone calls and developing professional telephone etiquette.
Speaking with clients and financial product providers.
Scanning, organising and managing important documents.
Supporting the directors, advisers and administrators with day-to-day tasks and projects.
Using their back-office systems and CRM, including data cleansing and maintaining accurate records.
Assisting with the submission and processing of new financial business.
Supporting the accounts function when required, including invoicing.
Taking meeting minutes and helping to keep accurate records.
Writing professional letters and emails to clients.
Using Microsoft Office, including Word, Excel and Outlook, to support the business.
Developing your awareness of cyber security and completing relevant training.
Learning about financial products and the wider financial services industry, if this is an area you are interested in.

Training

The Level 2 Apprenticeship in Customer Service Practitioner includes:

Level 2 Standard in Customer Service Practitioner
Level 1 Functional Skills in Mathematics
Level 1 Functional Skills in English

You will attend a half-day session with HBTC where you will develop your customer service knowledge and skills, and work towards any functional skills that you have to take. An End Point Assessment is also included as part of the programme.

This Apprenticeship offers an excellent opportunity to develop valuable skills, knowledge, and workplace experience. Upon successful completion, there may be opportunities for permanent employment, career progression within the company, or progression onto higher-level qualifications or further education.

Apprenticeship Standard: Customer service practitioner (level 2)
Training Provider: HULL BUSINESS TRAINING CENTRE LIMITED
Working Week: Monday to Friday, 10.00am - 3.00pm.
Expected Duration: 1 Year
Positions Available: 1
Closing Date: Thursday, 10th September 2026
Start Date: Friday, 11th September 2026

Desired Skills

Communication skills
IT skills
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Number skills
Initiative

Qualifications

English GCSE, grade 4 (Essential)
Maths GCSE, grade 4 (Essential)

About the Employer

MINSTER FINANCIAL MANAGEMENT LTD

Minster Financial Management is a young, growing Independent Financial Adviser (IFA) business. They work hard, but they also believe in creating a friendly, supportive and enjoyable working environment where everyone has the opportunity to learn and progress. They already have three members of the team completing apprenticeship schemes. They don’t just see an apprenticeship as a qualification; they see it as the beginning of a potential long-term career with them.

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