Apprentice Client Services Administrator Anglian Wealth Management

To support the Financial Planning Partners with providing back office support where required, whilst working with the administration team. To learn all aspects of the administration work involved in a busy financial services practice.

Sign in to apply

Closing date: 21 Jun 2024

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday, 9.00am - 5.00pm, with 1 hour for lunch.

    Total hours per week: 35

  • Expected duration

    17 Months

  • Possible start date

    01 Jul 2024

  • Date posted

    02 May 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

  • The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients
  • You will be providing technical and administrative support to the Partner and advisers
  • You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
  • You will be responsible for business submission using bespoke software. Due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner
  • Your role will involve day-to-day use and management of the Practice’s CRM database
  • You will need to keep the back office system updated maintaining live files and case notes
  • You will be responsible for the preparation of meeting documentation and follow up client meeting notes
  • You will be providing additional support for the Partner as and when required

The training you will be getting

  • Financial Services Administrator Level 3 qualification
  • Fully and part funded learning and development programme that includes the CII R01 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 R01 study e-book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors
  • 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

What to expect at the end of your apprenticeship

  • Training will continue on the job and the progression would be to a client services administrator to a senior client services role to potentially paraplanning or an advisory role

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Customer care skills, Administrative skills, Initiative


GCSE or equivalent English (Grade Grade 4(C)) Essential
GCSE or equivalent Maths (Grade Grade 4(C)) Essential

About the employer

Established in 2009, we're a team of expert financial advisors based in Norwich, Norfolk. We pride ourselves on continuously providing personal and bespoke financial planning and advice in: Pre and Post Retirement Planning Building and Preserving Capital Growing Wealth Reducing Inheritance Tax Liabilities Inheritance Tax Planning Pension Investments Providing Financial Protection At Anglian Wealth Management, we're especially proud to offer a personalised service and advice without any confusing financial jargon. As a result, our clients choose to come back to us.


Anglian Wealth Management


12-16 Boundary Road



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


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


Calvin Goodson

01603 577962

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.