Financial Administrator Apprentice
PARKS WEALTH MANAGEMENT (PWM) LIMITED
Role overview
About this role
- Providing administrative support to advisers, including preparing client documents, maintaining records, managing calls and emails, coordinating with providers, assisting with meeting prep and follow‑up, and handling general office organisation. A varied role with full training offered.
Job details
Compensation
Paid opportunity
Start date
6 July 2026
Closing date
26 June 2026
Positions
1 position available
Working hours
Monday to Friday, 9:30am – 5:00pm (including a 30-minute paid lunch break).
Training provider
SIMPLY ACADEMY LTD
Standard
Financial services administrator (level 3)
Level 3Location
Parks Wealth Management PWM Ltd Office 28, Fairfield Enterprise Centre Lincoln Way Fairfield Industrial Estate, Louth, LN11 0LS
Posted
29 May 2026
Entry requirements
Requirements not available here
The employer hasn't published structured entry requirements through this listing. Check their application page for GCSEs, A-Levels, or any other entry criteria.
See entry requirements on employer listingCompany
PARKS WEALTH MANAGEMENT (PWM) LIMITED
PARKS WEALTH MANAGEMENT (PWM) LIMITED operates in financial services, where accuracy, trust, regulation, data, and customer outcomes are central to the work.
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Role insight
Preparing for PARKS WEALTH MANAGEMENT (PWM) LIMITED
Strong applications usually show attention to detail, clear communication, numeracy, integrity, and an interest in how financial services help people or businesses.
- Prepare an example involving accuracy, responsibility, or handling sensitive information.
- Explain financial or technical ideas in plain English.
- For technology roles, link your projects to secure, reliable customer platforms.
Role overview
About this role
- Providing administrative support to advisers, including preparing client documents, maintaining records, managing calls and emails, coordinating with providers, assisting with meeting prep and follow‑up, and handling general office organisation. A varied role with full training offered.
