Apprentice Financial Services Administrator KIRBY AND KNOTT FINANCIAL PLANNING LTD

A unique opportunity to start a career in financial advice. We are looking for a bright ambitious individual who is keen on exploring a future in Financial Advice. Starting as an apprentice administrator you will be given the skills and knowledge to build a great foundation for your future career.

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Closing date: 28 Feb 2024

Apprenticeship summary

  • Annual wage


    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    9.30am to 5.00pm, Monday to Friday.

    Total hours per week: 35

  • Expected duration

    12 Months

  • Possible start date

    01 Aug 2024

  • Date posted

    31 Jan 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

  • Speaking with product providers to request information
  • Being a point of contact for clients by phone and email
  • Checking and recording information on to back office systems
  • Responding to in bound enquiries
  • Preparation of files and printed items

The training you will be getting

  • CII - Financial Services, Regulation and Ethics (R01) qualification
  • Learning will be a combination of remote classroom and digital learning
  • Training will be flexible around the role, but will account for 20% of time at work.

What to expect at the end of your apprenticeship

  • There will be the ability to move into a full time administration role immediatately after successful completion.
  • Following this, the career routes could include paraplanning, operations or client facing advice roles.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Number skills, Logical, Team working, Initiative, Non judgemental


GCSE or equivalent English (Grade 6) Essential
GCSE or equivalent Maths (Grade 6) Essential

Things to consider

Our vacancy start dates are flexible for the right candidate

About the employer

We are a Financial Planning business based in Gloucester. We serve clients across the South West of the UK. Our advice and services are all centred around clients, their family, their business, and helping them to make their future financial aspirations a reality.









Alex Kirby

01452 348690

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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

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

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.