Financial Services Administrator apprentice East Anglian Financial Planning

We are a small local business that thrives on teamwork and getting the best out of each other. We are a team of likeminded people but with different skill sets so we compliment each other. Everyone has a voice in this business , you will be heard. We are an open and supportive culture want people to develop and be the best version of themselves.

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Closing date: 27 Sep 2023

Apprenticeship summary

  • Annual wage


    Pay £12,000-£15,000 based on experience 25 days holiday Flexible benefits offering Health cash plan Up to 7.5% matched pension contribution Four times salary death in service life cover Salary sacrifice

  • Working week

    Monday - Friday, 9.00am - 5.30pm (1 hour unpaid lunch)

    Total hours per week: 36.0

  • Expected duration

    18 Months

  • Possible start date

    02 Oct 2023

  • Date posted

    31 Aug 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    2 available

What will the apprentice be doing?

  • Dealing with post, scanning and shredding
  • Arranging and booking client meetings
  • Provider liaising to understand or service existing plans
  • Preparing and issuing of annual reviews
  • Use of Back-office system for client servicing and administration
  • Compiling post review suitability letters
  • Supporting paraplanners
  • General Administration


  • Office supplies and facilities coordinator
  • Having pride in excellent client service and outcomes
  • Going beyond ‘the job’ with clients and colleagues
  • Taking personal responsibility for our work
  • Team-centric approach
  • Sharing and embracing new ideas and working practises
  • Helping to develop others through sharing of information
  • Personal development by seeking opportunities to get outside of your comfort zone

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

What is the expected career progression after this apprenticeship?

  • The team truly counts and where people outperform this is rewarded.  This can be financial by way of bonuses or pay rises and also with greater responsibility and exposure to different aspects of the business. We want to encourage people to take on responsibility and help with the many areas of the business which don’t fall into the standard financial services administrators' job role, regardless of length of service or age
  • These greater responsibilities naturally lead to financial rewards as you would expect. The role also offers the potential, if desired, to progress to trainee Paraplanner, Paraplanner, Report Writer and Financial Adviser

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, Punctual, Enthusiastic


GCSE or equivalent English, Maths and 3 other subjects (Grade C/ level 4 or above) Essential

Things to consider

Candidates must be highly motivated and enjoy the challenge of working for a small but innovative business. Good interpersonal and client facing communication skills are essential for the role as being part of a team is critical to the cultural environment at EAFP.

About the employer

We are a locally owned and managed firm of Independent Financial Advisers embedded in the East Anglian region. We provide independent financial advice to private individuals, trusts, charities and corporate entities to help them meet their financial objectives and goals, as well as understanding the likelihood of meeting these. We pride ourselves on our ability to work with other professionals for example tax advisers, accountants and solicitors to help deliver the best outcomes for our clients. Established in 2022 we (The founding Directors) wanted to create an independent business which services the demand for good quality independent advice in the East Anglian region. Having over 100 years in the profession combined, we felt well placed to be able to create a firm based on this experience that could take advantage of the opportunity, whilst embracing modern working practices through technology. The concept is to create a multigenerational business which aims to service its clients, staff and other key stakeholders for decades to come. “Traditional values in a modern world.”


East Anglian Financial Planning


Lodge Park Business Centre, Lodge Lane, Langham, Colchester, Essex



Alison Lowery


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Training provider


Apprenticeship standard

Financial services administrator

Level 3 (A level)

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