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Client Administrator Apprentice MM WEALTH LTD

This is a fantastic opportunity to build a career in Financial Services. MM Wealth is looking to appoint an Apprentice Client Administrator to provide administration support to the Directors, Financial Planners and Client Relationship Managers (CRMs).

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Closing date: 31 Aug 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday - 9am to 5pm 1 hour lunchbreak.

    Total hours per week: 35.0

  • Expected duration

    18 Months

  • Possible start date

    12 Sep 2022

  • Date posted

    21 Jun 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

  • Provide administration support for a bank of clients as identified by the Client Administration Team Leader (CATL).
  • Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).
  • Keep the relevant individuals and/or clients updated, as and when required.
  • Ensure the back-office systems and client records are maintained and accurate at all times.
  • Provide adhoc administration support to Business Operations team, as and when required

What training will the apprentice take and what qualification will the apprentice get at the end?

As well as on the job training, you will complete a Financial Services Administrator Level 3 apprenticeship standard. This will include working towards R01 via the CII.

This will include:

  • Financial Services Administrator Level 3 Apprenticeship Standard
  • CII R01 - Financial Services Regulations & Ethics
  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators

What is the expected career progression after this apprenticeship?

On successful completion of apprenticeship the opportunity to progress to Client Administrator and complete further CII exams

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Analytical skills, Logical, Team working, Initiative, Confident


GCSE or equivalent English (Grade 4/C) Essential
GCSE or equivalent Maths (Grade 4/C) Essential
A Level or equivalent 2 or more (Grade Pass) Essential

Things to consider

Personal qualities: • Self motivated and pro-active. • Ability to cope under pressure. • Ability and willingness to maintain a professional standard. • Good work ethic • Willingness to complete relevant training and obtain qualifications for the current role and future development.

About the employer

MM Wealth are independent chartered financial advisers. Providing effective financial planning, wealth and investment management advice.








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Training provider



Calvin Goodson

0333 358 3559

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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