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Financial Services Administrator Apprentice Paragon Financial Services Limited

A chance to work within a supportive and experienced team in a successful, busy financial advisory and wealth management firm. Where passion, quality, trust and respect are at the core of everything we do. You will learn how to provide a full admin service and be a vital role in the team, together with dealing with providers, lenders and clients.

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Closing date: 05 Oct 2022

Apprenticeship summary

  • Annual wage


    From £12,000.00 dependent on experience.

  • Working week

    9.00am – 5.30pm - Monday – Friday

    Total hours per week: 40.0

  • Expected duration

    15 Months

  • Possible start date

    17 Oct 2022

  • Date posted

    22 Aug 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

Key responsibilities and accountabilities are:

· Updating our CRM and systems, including our Fact Find and ‘Know Your Client’ information, adhering to both new advice and ongoing client servicing and engagement processes.

· Responsibility for appointment booking and diary management.

· Creating, lodging & effective management of Letters of Authority.

· Product Provider contact to obtain valuations/product information.

· Completing product research and generating illustrations for all new and top-up business.

· Close liaison will all team members to ensure all business processes run smoothly and effectively.

· Troubleshooting and problem solving when relevant.

· Completion of any other administrative tasks that fall within the team to include post management, shredding, scanning and indexing, servicing event management.

· Understanding and adhering to the network’s compliance and system practices, regulatory requirements and complying with all relevant procedures, including the completion of any mandatory training.

· Handling fee queries.

· Issuing our customer feedback questionnaire and client referral programme.

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

Level 3 Financial Services Administrator apprenticeship standard.

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, experience and competencies achieved as part of an introduction to the industry and which will be transferable across a number of career paths including Senior Administrator, Paraplanner, Financial Adviser or Mortgage Adviser.

Key Learning Outcomes:

• Achieve a broad understanding of the structure of the Financial Services market.

• An understanding of the Financial Services regulatory framework, products & systems.

• Learn the importance of relationship building with clients and colleagues.

• Understanding of processes and procedures relevant to the role.

• Development of commercial awareness.

• Building skills and capabilities within a successful and reputable organisation.

Professional Qualifications:

CF1 or R01 – awarded by The Chartered Insurance Institute (CII)

Completion of one of the above Qualifications will provide a solid foundation for the learner and can lead on to progression to study in other areas.

To help prepare the Apprentice for the professional qualification, they 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.

What is the expected career progression after this apprenticeship?

This apprenticeship offers a route for a rewarding career within a financial advisory and wealth management firm with the potential for further progression for the right individual.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Analytical skills, Logical, Team working, Creative, Initiative, Patience, Passion and desire to learn, Trustworthy, Punctual


GCSE or equivalent Maths and English (Grade (A* to C or 9 to 4)) Essential

Things to consider

Due to the rural location please note that public transport is limited therefore your own transport would be required, parking is available. Applicants with A Level qualifications are desirable but not essential Your application may be shared with training providers and employers as follows

About the employer

We are a well established financial planning company located in Hare Hatch, Berkshire. We have been advising clients since the mid 1990s and specialise in lifetime financial planning for discerning individuals and businesses. The essence of our service is the provision of face to face financial guidance. By understanding our client’s objectives, we provide jargon free advice to help them realise their life goals and maximise their wealth.


Paragon Financial Services Limited


Unit 6, Waltham Court

Milley Lane, Hare Hatch


RG10 9AA


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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