Client Services Administrator Apprentice Level 3 ANAND WILLS & TRUST LTD

An opportunity to join an award-winning company with plenty of career potential. Anand Wills & Trust Ltd are looking to offer a position to a candidate that would to become a Client Services Administrator Apprentice. Join an established team in a supporting role to deliver excellent client service and learn more about the financial services profession.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 29 Sep 2023

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday, 9:00 - 17:30.

    Total hours per week: 37.5

  • Expected duration

    18 Months

  • Possible start date

    06 Oct 2023

  • Date posted

    07 Jul 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

  • Liaising with product providers to obtain quotations
  • Assisting Senior Administrators in the preparation of reports
  • Some technical research
  • Database management
  • Data Entry
  • Answering calls
  • Greeting clients on arrival at the office
  • Filing, photocopying, scanning & faxing
  • Co-ordinating posts, both in & out
  • Liaising with other external organisations
  • Monitoring the management's diary, making appointments, running a reminder system
  • Other general office duties
  • Directly reporting to Senior Administrators and Management

What training will the apprentice take and what qualification will the apprentice get at the end?

Apprentices will be required to attend college at least x1 day per week either at Uxbridge, Harrow or Hayes Campus completing necessary mandatory training and units associated with the apprenticeship.

The apprentice will be required to complete:

  • Work towards gaining a full Level 3 Business Administration Apprenticeship Qualification
  • Employment Rights and Responsibilities
  • Skills, Knowledge, and Behaviours
  • Standard and End Point Assessment
  • Functional Skills in English, Maths, and ICT (if required)

Other training will be provided by the employer as required to enable the fulfilment of the job role. 

What is the expected career progression after this apprenticeship?

  • For the right, focused, candidate, the company offers a professional career path in financial services, having proven this with a previous apprentice who achieved being runner-up for 'Apprentice of the Year'

Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Administrative skills


GCSE or equivalent Maths (Grade 4-9) Essential
GCSE or equivalent English (Grade 4-9) Essential

Things to consider

Must have a desire to want to work in the Financial advisory industry.

About the employer

Only a year after starting, the company was awarded "Best IFA in The Capital" by the Evening Standard newspaper, and since then the company has continued to add to its achievements.  Please see our 'Award Winning Advice' page for details of our awards and other unique credentials; for example, Bhupinder Anand has twice been awarded 'IFA of the Year'. Our team of specialists and experts, supported by qualified administrators, all share the enthusiasm of being one of the UK's Best Independent Financial Advisers.   Our advisers have an average of at least 25 years’ experience in the Financial Services Profession.




Boundary House, Cricket Field Road



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Training provider


Apprenticeship standard

Business administrator

Level 3 (A level)

Employer's Application Instructions

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 29 Sep 2023