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Apprentice Financial Services Administrator BRITANNIC PLACE FINANCIAL MANAGEMENT LTD

We are a small, professional and welcoming financial planning firm. Due to our continued success, we are looking to recruit an Apprentice Financial Services Administrator to provide full administrative support to the Financial Planners.

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Closing date: 09 Dec 2022

Apprenticeship summary

  • Annual wage


    £14,000 - £16,000 per annum, dependent upon experience

  • Working week

    9.00am – 5.30pm, Monday – Thursday. 9.00am – 5.00pm, Friday. 1 hour lunch, office based.

    Total hours per week: 37

  • Expected duration

    17 Months

  • Possible start date

    16 Jan 2023

  • Date posted

    11 Nov 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

This role will suit someone who is keen to learn the financial planning process. The Apprentice Administrator will need to ensure that their work is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business.  Duties will include:

  • Answering incoming calls and directing calls appropriately
  • Processing applications, information requests and letters of authority
  • Processing withdrawal requests
  • Updating the back-office system
  • Production of portfolio reports and additional client information as requested
  • Scanning and allocating incoming post
  • Client and provider contact

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 CF1 or R01 via the CII.

This will include:

  • Financial Services Administrator Level 3 Apprenticeship Standard
  • CII CF1 or R01 - Financial Services Regulations & Ethics
  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII CF1 or R01 study book and exam entry
  • Fortnightly workshops for CII exams from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional

What is the expected career progression after this apprenticeship?

There is opportunity for formal development and internal progression within the company.

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, Analytical skills, Logical, Team working, Initiative


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

About the employer

We are a boutique financial planning firm that works with a relatively small number of clients to ensure that they live the best lives that they can with the resources they have available. We work with successful people who are coming up to or who are already in retirement.







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Training provider



Calvin Goodson

01603 577962

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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