Apprentice Financial Services Administrator Atwal Wealth Management

Are you looking to start or progress a career within Financial Services? Are you good with facts, numbers and enjoy analysing data? Then this could be the role for you. Starting as a Financial Services Administrator with progression available to become a Paraplanner. You will deal with queries, both in person and by telephone, and provide information and advice about the service.

Sign in to apply

Closing date: 04 Apr 2023

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 to Friday, 9.00 to 5.00pm

    Total hours per week: 35.0

  • Expected duration

    18 Months

  • Possible start date

    02 May 2023

  • Date posted

    17 Jan 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

The successful applicant will work within an office environment. You will be involved in a wide variety of administration and customer service tasks. You will deal with queries, both in person and by telephone, and provide information and advice about the service.

Tasks may involve:

  • Making and receiving telephone calls, ensuring messages are forwarded on to relevant staff
  • Typing of letters
  • Photocopying
  • Scanning
  • Filing and maintaining internal documents
  • Emailing information and messages to staff
  • IT duties using Microsoft package including Outlook, Excel and Word
  • Data input
  • Excel spreadsheet use
  • Submission of applications
  • Procession of documentation in relation to applications
  • Chasing of documentation
  • Proactive customer contact and communication.
  • Dealing with customer queries in relation to their monies and their investments assisting with withdrawals
  • Report writing
  • Research in preparation for client recommendations

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
  • Functional skills if needed 

What is the expected career progression after this apprenticeship?

We believe that by working in our organisation you will be given the opportunity to develop the knowledge, skills and experience that will allow you to be successfully employed in the future in the financial services sector.

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, 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

Things to consider

This is a fast paced office, you need to be prepared to work hard and support the team when possible.

About the employer

A well respect wealth management firm advising on a range of products. Growing and protecting clients wealth in the safest possible way using goal based financial planning. We are a small young company growing fast and offering tremendous opportunities to those seeking a great long term career in financial services.


Atwal Wealth Management


968 Warwick Road


B91 3HN

You must have JavaScript enabled to view a map of the location


Training provider



Paige Waistell

01603 985688

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.