Financial Services - Apprentice Financial Planning Administrator TAVISTOCK INVESTMENTS PLC

An opportunity to work, train and develop with an award-winning business that provides independent financial advice and investment management services. The role primarily involves providing administration support to the administration and adviser teams to ensure an excellent client customer experience. No experience necessary.

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Closing date: 30 Nov 2023

Apprenticeship summary

  • Annual wage


    Pay range from £10,000 to £15,000 per year

  • Working week

    Working week is Monday to Friday, 09:00 to 17:00 with 1 hour unpaid lunch.

    Total hours per week: 35

  • Expected duration

    15 Months

  • Possible start date

    04 Dec 2023

  • Date posted

    25 Oct 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

  • Customer Service, Client Database Management & New Business Processing
  • Ensure all client electronic files are maintained to a very high standard and regularly updated.
  • Ensure all ongoing client servicing requirements are dealt with in a prompt efficient manner and ensure regular updates are provided.
  • To ensure all actions are recorded on the back-office system to give full audit trail of events
  • To ensure all incoming post, incoming & outgoing emails are saved to the back-office system without delay.
  • To deal with incoming phone calls or taking messages for colleagues
  • To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers
  • Collating & updating client personal fact find information
  • Finalising the completion of application forms
  • Packaging up reports/letters & enclosures
  • Organising the completion of relevant compliance forms & checklists as per procedures
  • To accurately process new business applications using appropriate systems. This includes logging, front-end vetting, pre input checks, tracking progress to completion, policy distribution, ensuring client records are up to date and correct on all electronic systems
  • Ensure regular updates are provided to the consultants and policyholders

The training you will be getting

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. 

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 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.

What to expect at the end of your apprenticeship

  • This apprenticeship offers a route for a career in the financial sector. A permanent position may be available upon completion of the apprenticeship dependent on performance

Requirements and prospects

Desired skills and personal qualities

IT skills, Attention to detail, Organisation skills, Team working, Initiative


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

About the employer

Tavistock Investments Plc is an AIM listed financial services group with 406 advisers across the UK helping 40,000+ clients look after more than £6 billon of investments. The Company was established in 2013. Our advisory businesses provide compliance, administration, and accounting services to independent financial advisers (Tavistock Partners) and to financial advice firms (The Tavistock Partnership). Tavistock Private Client is a multi-award-winning practice that provides independent financial advice and investment management services to higher net worth individuals.




The Barn, Downing Park

Station Road

Swaffham Bulbeck

CB25 0NW

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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


Mark Fenwick

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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