Apprentice Financial Planning Administrator LOVEDAY & PARTNERS LTD

As an Apprentice Financial Planning Administrator you will provide exceptional support to our team of Directors, Financial Planners and Assistants, ensuring a fully compliant service and excellent client experience is delivered at all times. Duties include: receiving incoming telephone calls and mail and maintain office systems- including data management and electronic filing.

Sign in to apply

Closing date: 16 Oct 2023

Apprenticeship summary

  • Annual wage


    Hourly Wage £8.72

  • Working week

    Monday – Friday - 9.00am – 5.00pm

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    01 Nov 2023

  • Date posted

    02 Aug 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    2 available

What will the apprentice be doing?

A Day in the Life of Apprentice Financial Planning Administrator- There is no ‘typical’ day! Every day is different, and this is what makes working with us so fulfilling.

  • Office Administration - Receive incoming telephone calls and mail and handle appropriately, maintain office systems, including data management and electronic filing, make client appointments when required.
  • Technology and Office Systems – Provide e proficient data solution service, using office systems such as excel, PowerPoint, Word, and Outlook.
  • Account Processing –processing of client applications,
  • Client Service – Exceptional client service, organised and timely processing of administrative duties, prepare and update portfolios, respond to any client enquiries on administrative questions. Book client reviews and support with delivering the review service.
  • Business Development – support events, office mailings and newsletters. outbound calls to assist with mailings, support Financial Planning Assistants with key referrals, proactive suggestions for improvement, attend client appreciation events
  • Self-Development – complete any training requests, stay informed of system enhancements, keep abreast of compliance and regulatory requirements, maintain own CPD, enhance industry knowledge.

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

  • Financial Services Administrator Level 3 (A level)
  • Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and 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 study book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the CF1 exam from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class note books 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
  • R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge.

What is the expected career progression after this apprenticeship?

This apprenticeship can lead to a permanent Financial Planning Assistant role and onto Paraplanning and Financial Planning dependent upon on qualifications and competency gained through our development academy.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Team working, Analysis skills, Willing to learn, Confidence, Work well under pressure, Meet Deadlines, Punctual, Smart, Professional


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

Things to consider

We are big on charity and volunteering and take our social and environmental responsibilities seriously. We are looking for likeminded team players who want to join our commitment to make a difference.

About the employer

We offer expert advice in financial planning, covering areas from savings and investments to pensions, inheritance, and long-term care. All our advice is individually tailored, and we pride ourselves on the outstanding level of service we provide and the strong long-lasting relationships we build with our clients.








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


Training provider



Paige Waistell

0333 358 3559

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.