Financial Services Administration Apprentice BROADVIEW FINANCIAL SERVICES LTD

This is an excellent apprenticeship opportunity for an enthusiastic individual to support qualified Financial Advisers by providing a range of administrative functions within the Financial Services sector. Working directly under the Company Directors you will become a key member of the team developing a genuine career opportunity for yourself.

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Closing date: 30 Sep 2017

Apprenticeship summary

  • Weekly wage


    Wages explained

    The current National Minimum Wage for an apprentice is £3.50 an hour. This rate applies to apprentices under 19 and those aged 19 or over who are in their first year.
    Apprentices must be paid at least the minimum wage rate for their age if they are aged 19 or over and have completed their first year.
    The minimum wage rates are £5.60 an hour for 18-20 year olds and £7.05 for anyone aged 21 and over.
    Apprentices are paid for their normal working hours and training that’s part of their apprenticeship (usually one day per week).

  • Working week

    Monday - Friday 9.00am to 5.00pm

    Total hours per week: 37.50

  • Apprenticeship duration

    13 months

  • Possible start date

    01 Oct 2017

  • Date posted

    26 Jul 2017

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number


  • Positions

    1 available

The role will include the following duties:

  • Taking incoming calls, directing to the correct contact as necessary
  • Dealing with enquiries by phone, email and fax
  • Data entry
  • Customer record management
  • Dealing with external financial providers
  • General administration duties
  • Organising your work to ensure timely completion
  • Supporting and undertaking any work delegated by the Financial Advisors/Directors
  • Maintain the high level of customer service to all past, existing and future clients & colleagues in line with company policy
  • Maintain high standards of housekeeping for all areas of the site
  • To fulfil the requirements of the Apprenticeship scheme

Requirements and prospects

Desired skills

  • Computer literate with Microsoft office software
  • Good telephone skills
  • Excellent customer service and interpersonal skills
  • Ability to work under pressure and remain calm at the first point of contact
  • Attention to detail to ensure all information is communicated and recorded correctly
  • Willingness to undertake any training offered to improve skills or gain qualifications
  • Confidentiality

Personal qualities

  • Positive outlook, adaptable, flexible and pro-active
  • Friendly team player with a genuine desire to progress
  • Able to work on own initiative as well as part of the team
  • Confident & outgoing manner
  • Strong work ethic and genuine desire to succeed in the workplace

Qualifications required

GCSE English and Maths grade D or above (or equivalents)

Future prospects

There is a genuine opportunity to secure permanent employment after completion of this apprenticeship with progression for the right candidate

Things to consider

This is a fast paced organisation, with high standards in the service that they provide which requires everyone to pay attention to detail and the needs of both the business and team.

About the employer

Broadview Financial Services offer a unique personal service within the financial services industry, offering advice on a wide range of services, from whole of market mortgage advice to savings, investments, pensions and advice on protection products. All consultations will take place in the comfort of your own home. With our head office based in Derbyshire, we offer advice to clients all over the country. All our staff understand the importance of you as an individual and will ensure that your experience with Broadview Financial Services ensures you are treated that way, from the first point of contact to the final completion of any transaction. Broadview Financial Services has built a strong reputation offering quality service and excellent advice to our clients. All our consultants are qualified professionals in all aspects of financial advice and will ensure you receive a first-class service, along with first-class advice on any products suitable to your personal circumstances. The most suitable product for one individual is not always the most suitable product for everyone.




St. Peters House

Mansfield Road



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Training provider

  • Diploma in Business Administration Level 2 
  • Functional Skills English, Mathematics and ICT (if applicable)
  • Employment Responsibilities and Rights
  • Personal Learning & Thinking Skills

Apprenticeship framework

Business and Administration

Training provider


Applications for this apprenticeship are being processed by Training Services 2000 Ltd


Wendy Taylor 01332 296995

Before you apply

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Closing date: 30 Sep 2017