Financial Services – Wealth Management Apprentice ALEXTRA WEALTH MANAGEMENT LIMITED

An exciting role has become available for an apprenticeship in Financial Services. This well established Wealth Management Company offer a supportive and collaborative environment, where you will feel like an important team member. All training will be provided and the successful candidate will have excellent potential for career development.

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Closing date: 03 Jul 2024

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday, shifts TBC.

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    10 Jul 2024

  • Date posted

    05 Jun 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

·         Updating systems with client data and product information

·         Case progression and management with fellow team members

·         Filing and organising documents on systems

·         Communicating with Life Offices and Investment Providers

·         Data gather: sending off letters of authority and monitoring                    information /updates

·         Liaising with clients and Financial Planners in respect of                        appointments /diary

·         Preparing review meeting packs

·         Completing compliance procedures for all cases

·         Handling incoming and outgoing post and ordering stationery

·         Other admin duties as required

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

Good career progression and if desired can go all the way to Independent Financial Adviser.

Requirements and prospects

Desired skills and personal qualities

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


GCSE or equivalent 5 subjects including maths and english (Grade 4 or above) Essential
A Level or equivalent minimum 2 subjects (Grade D or above) Essential

Things to consider

• Friendly working environment • Office-based role • On site parking • Pension scheme • Company events • Flexible Working Hours

About the employer

A well established and successful accounting and wealth management firm that has been providing services to businesses and individuals across Staffordshire and Cheshire for over 20 years. Every one of our skilled and dynamic advisers has vast experience in account management, taxation, and wealth management services, and will help you to make the most of your hard-earned money. With our services combined, we provide a holistic approach to money, investments, and wealth tailored to your specific needs.




7-9 Macon Court




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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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