Apprentice Financial Services Administrator DAVID HILL WEALTH MANAGEMENT LIMITED

Are you eager to kickstart your career in Financial Services? Look no further! A fantastic opportunity awaits you at this well-established Wealth Management company, where we are seeking a dynamic and confident Apprentice with a keen eye for detail. Create a welcoming atmosphere, greeting clients and visitors to the Practice.

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Closing date: 02 Jan 2024

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday, 09:00 – 17:00, 60 minutes Lunch.

    Total hours per week: 35

  • Expected duration

    15 Months

  • Possible start date

    15 Jan 2024

  • Date posted

    28 Sep 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

Get ready to embark on a fulfilling journey as you play a pivotal role in the business, providing invaluable administrative support for colleagues and clients while unlocking your potential to advance into a rewarding Paraplanning or Advisory role.

  • Dive into a wide variety of administrative tasks that will keep you engaged and challenged.
  • Create a welcoming atmosphere, greeting clients and visitors to the Practice.
  • Gather vital information on client plans, communicating effectively with clients, third-party providers and Admin Centres.
  • Manage and collate key data for reports and portfolio reviews.
  • Produce templated client letters and reports, cementing your place in our dynamic team.

The training you will be getting

Financial services administrator L3 apprenticeship standard

  • 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 to expect at the end of your apprenticeship

The opportunity to immerse yourself in the exciting world of financial planning, mentored by an industry-experienced Partner who is dedicated to your success.

A culture that prioritises your professional growth, offering a wealth of opportunities for career development and progression.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Team working, Spelling, Punctuation, Grammar, Proactive, Confident, Enthusiastic, Professional


GCSE or equivalent Maths and English (Grade 6/B or above) Essential

Things to consider

Depending on performance, there is also the opportunity to be awarded a pay increase during your apprenticeship.

About the employer

Established in 2015, we provide bespoke wealth management advice to private individuals, trustees and corporate clients in and around Bedfordshire.




The Courtyard

30a Mill Street


MK40 3HD

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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience


Paige Waistell

0333 358 3559

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Before you apply

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