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Wealth/Finance Management Administration Apprentice Vizion Wealth

A great opportunity to work with a leading chartered independent financial advisory & wealth management business, who are fiercely committed to offering unbiased & independent financial & wealth management advice to all. You will learn how to provide administrative support & services within a busy & dynamic financial advisory business.

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Closing date: 31 Aug 2022

Apprenticeship summary

  • Annual wage


    Could be between £13,000 and £15,600 dependent on previous experience

  • Working week

    Monday to Friday, 8.40am - 5.10pm

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    15 Sep 2022

  • Date posted

    13 Jul 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

The position involves a wide variety of tasks associated with supporting a financial planner advising a range of high-net worth individuals and business clients in the area of holistic financial planning, tax planning, investments, estate planning, retirement planning and protection within a directly authorised firm.

Key duties include but are not limited to:

  • Business processing including ensuring accuracy and submission of new business and applications to providers on our back office system
  • Management and maintenance of external product provider information requests to gather relevant client product information and formulating information into a reportable format
  • Research and analysis to assist in the development of client financial planning strategies including use of cash flow planning software
  • Preparing of information and strategies using Microsoft PowerPoint, Excel and Word
  • Post, scanning, diary and task management
  • Preparing for client meetings including compilation of review meeting reports and enclosures
  • Management and maintenance of client files, folders and documents to ensure files are accurate, compliant and structured in a clear and methodical manner
  • Client administrative work including using workflow and task management, record keeping and maintaining all information on our client back office system
  • Providing a professional point of contact and dealing with client contact and queries and assisting in client ongoing relationships where required
  • Various projects to assist in development of the business
  • Work alongside the team to contribute to the development of Vizion Wealth as a whole
  • Ensure Vizion Wealth policies and best practice are adhered to, including customer care, data protection and anti-money laundry, at all times
  • Assist in any other duties within the business as required to ensure work is completed in a timely manner

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

Level 3 Financial Services Administrator apprenticeship standard, which includes:

Level 2 Functional Skills in maths and English (if required)
End-Point Assessment (EPA)
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

Key Learning Outcomes:

A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:

R01 – awarded by The Chartered Insurance Institute (CII)
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

What is the expected career progression after this apprenticeship?

There is a potential of a permanent position & further training dependant on candidate performance and business requirements at the time. 

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Number skills, Analytical skills, Team working, Creative, Initiative, Non judgemental, Patience, Enthusiastic, Punctual


GCSE or equivalent Maths and English (Grade 5/B or above) Essential
A Level or equivalent any subject (Grade C and above) Essential

Things to consider

Please note you may be asked to complete suitability assessments as part of the recruitment process. Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria. Your application may be shared with a training provider and employer.

About the employer

Vizion Wealth is a local Chartered Independent Financial Adviser and wealth management practice for high net worth individuals and business owners. We have a strong client service ethos and pride ourselves on providing a high level of independent chartered advice and impartial wealth management and financial planning solutions to all clients. We promote a culture of always placing the client’s interests first and aim to be proactive and responsive in managing a client’s financial planning needs.


Vizion Wealth


16-19 London House

Swinfens Yard, High Street, Stony Stratford

Milton Keynes

MK11 1SY


Georgia Marlow

07540 716312

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Training provider


Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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