Financial Services - Apprentice Administration Assistant Impartial Financial Management Ltd

An exciting opportunity to work within a financial services team with passion, quality, trust and respect our values being at the core of their beliefs. You will learn how to provide a full administrative service to the team, together with dealing with providers and clients.

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Closing date: 14 Jun 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

    9am – 5pm Monday – Friday (½ hour unpaid lunch)

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    03 Jul 2023

  • Date posted

    14 Apr 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

Key Duties and Responsibilities:

·       Binding, scanning, printing and filing duties, as required

·       Basic letters and correspondence

·       Scheduling client meetings

·       Data entry using Excel and company internal IT systems

·       Client birthday and Christmas cards

·       Office Receipts

·       Preparing report packs

·       Head Office follow up / general enquiry calls

·       Stationery monitoring / ordering

·       Assisting with the preparation of client meeting packs

·       Maintaining and updating client records

·       Downloading / printing factsheets

·       Preparing and printing mail merges 

·       Attending internal/external training courses and events where required, which may require some travel

·       E-filing and saving documents onto the cloud

·       Sending confidential documents to clients via Mailock

·       Assisting the Business Processing Administrator with sending out reports and chasing providers


·       Working closely with the PA/Client Servicing Administrators and Business Processing Administrator

·       Supporting the Practice’s ongoing expansion and administrative demands

·       Answering incoming telephone calls in a professional and polite manner

·       Shredding of all confidential information

·       Keeping the office area tidy and presentable at all times

·       Using the internal intranet system to manage client basic enquiries

·       Team working

Logging all calls and emails on CRM system in line with compliance regulations

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 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:

CF1 – awarded by The Chartered Insurance Institute (CII)


Completion of either CeMAP module 1 or CF1 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, 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.

Apprenticeship standard

Financial services administrator

What is the expected career progression after this apprenticeship?

  • This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependant on performance with the opportunity to take further professional qualifications

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, English and 3 others (Grade C/4 or above (or equivalent)) 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

The business was set up after seeing the ways other companies worked being target driven, with huge advertising campaigns and relying on a high street presence. We don't do that. The business has evolved over many years and we rely almost entirely on word of mouth and personal recommendations. And it works. Today, apart from the very large companies with lots of advisers we are proud that we produce more mortgage business than almost all our competitors in the South West of England. The company is a family business, we look after each other the same way that we want to look after your needs. There is no pressure for us to push you into something you may not want, instead we offer professional, honest and impartial advice giving solutions to our client needs, often when they think no solution is available.


Impartial Financial Management Ltd


24 Warminster Road


BA13 3PE


Jan Crabb

07747 562961

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Training provider


Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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