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Financial Services Administrator Apprentice SMH Financial Services

A chance to work within a supportive and experienced team who are driven to understand the needs of its customers. This opportunity will provide you with full administrative experience and you will be a vital role to the team member. We are passionate, offer a quality experience, and are trustworthy and respectful to our clients.

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Closing date: 30 Nov 2022

Apprenticeship summary

  • Annual wage


    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday – Friday, 9.00am – 5.30pm (1-hour unpaid lunch).

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    04 Jan 2023

  • Date posted

    23 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 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.
  • Creation of client files, paper and electronic.
  • Product Provider contact to obtain valuations/product information.
  • Completing product research and generating illustrations for all new and top-up business.
  • Creation of applications and submission.
  • Produce all pre meeting review documentation.
  • Process post meeting review documentation.
  • 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.

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 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.

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?

This apprenticeship offers a route for a rewarding career within the financial sector 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, Problem solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience, Enthusiastic, Punctual


GCSE or equivalent Maths and English (Grade C/4 or 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 training provider and employer.

About the employer

SMH Financial Services put our clients at the centre of everything we do and operate a truly client-focused strategy . Our independence from any financial institution means that we work for our clients and therefore manage their financial needs through a diligent planning strategy and advice is based on individual needs and circumstances. We pride ourselves in delivering an efficient service taking the time to explain matters in a simple and understandable manner.


SMH Financial Services


Unit 5, Westbrook Court

Sharrow Vale Road


S11 8YZ


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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