Apprentice Financial Services Administrator TAYLOR MONEY LTD

Taylor Money is seeking an apprentice to help provide administrative support to our Client Services team. This is an exciting opportunity to join the Financial Services sector and build a career in the industry, providing administrative support to a financial organisation and to provide a high quality and compliant service.

Sign in to apply

Closing date: 31 May 2023

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - Thursday, 09:00 - 17:00, Friday, 08:00 - 16:00, 1 hour lunch.

    Total hours per week: 35.0

  • Expected duration

    18 Months

  • Possible start date

    05 Jun 2023

  • Date posted

    19 Apr 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

The successful candidate will be joining our small and supportive team based at our waterside marina office in Falmouth.

Duties will include:

  • Provide administrative support to the administration team
  • Provide general administrative and back-office support for the organisation
  • Manage and record relevant data on our CRM system to ensure they are kept clean and up to date
  • Check, respond and forward marketing and communications emails and letters as appropriate
  • Deal with incoming phone calls and enquiries
  • Provide a positive service to stakeholders both external and internal, refer enquiries as appropriate
  • Support the business with general activities and admin support tasks
  • Data input and database management
  • Assist with photocopying, scanning, shredding, faxing, document printing, binding & cutting
  • Form filling
  • Project management
  • Research
  • Placing trades
  • Processing new business applications
  • Helping the team on any other tasks as requested 

You will be expected to manage your own workload so, an organised person with good attention to detail would do well. This role will allow you to develop and grow with excellent support from our team.

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 R01 via the CII.

This will include:

  • Financial Services Administrator Level 3 Apprenticeship Standard
  • CII 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 R01 study book and exam entry
  • Fortnightly workshops for the R01 exam 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?

  • For the right candidate and upon successful completion of the apprenticeship, there will be the opportunity to progress into full-time employment with Taylor Money and progress within a growing business

We are a close team that pride ourselves on the outstanding level of customer service we provide. We also like to look after our staff, rewarding them appropriately for their hard work. This would be reflected in reviewing the successful candidate’s salary at regular intervals throughout the placement.

We encourage all team members to learn and study and welcome progression into other roles within the team. This may be a more senior member of the administrative team, a paraplanner, investment analyst or financial planner. This of course depends upon the applicant’s desire to progress and develop, together with the capacity within the business to offer additional roles.

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, Number skills, Analytical skills, Team working, Initiative


GCSE or equivalent English (Grade C/4) Essential
GCSE or equivalent Maths (Grade C/4) Essential

Things to consider

The company is based in between Penryn and Falmouth so research travel to check you can get to and attend work each day. If you drive, parking is provided at our offices. Financial services can be cyclical in nature with workloads being higher at certain times throughout the year. We need someone to be happy to commit to the work required when it is highest and be proactive to find work when we are quieter.

About the employer

Taylor Money is an independent financial planning and wealth management firm. For over 30 years we have been helping clients make good decisions with their money. We invest our time with our clients to understand what is important to them now and in the future to enable them to protect and provide for those that matter the most. We are a young, forward-thinking, and dynamic team looking for a motivated individual to join us.




Marina House

North Parade


TR11 2TF

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


Training provider



Calvin Goodson

01603 577962

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.