Financial Services - Apprentice Administration Assistant Invest Southwest

A fantastic opportunity to join a dynamic and growing company in the Financial Services industry. This unique apprenticeship will provide the successful candidate with significant opportunities for both future educational and financial advancement, within Invest Southwest.

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Closing date: 03 Jul 2024

Apprenticeship summary

  • Annual wage


  • Working week

    9.00am – 5.00pm, Monday - Friday.

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    01 Aug 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

We are seeking an enthusiastic and hardworking person who is keen to join our team as a Financial Administrator apprentice. The Financial Administrator plays a crucial role in managing and organising data to support a team of Independent Financial Advisers. As such, the role requires someone who is willing to learn various aspects of Financial Administration, has excellent attention to detail and works well as part of a team. Additionally, you will require good interpersonal and communication skills in order to deal with colleagues and clients.

The main responsibilities of the role are:

  • Client contact (both face to face and via phone)
  • Preparing reports
  • Providing excellent customer service
  • Efficiently handling administrative tasks

Additionally, the role will involve processing data accurately and efficiently and collaborating with other departments to ensure efficiency and compliance. You will also be given training as required according to the requirements of your role.

The training you will be getting

  • Level 3 Financial Services Administrator apprenticeship standard
  • The Financial Services Administrator apprenticeship is ideal for individuals 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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

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.

The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

What to expect at the end of your apprenticeship

  • This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependant on performance
  • We have a clear progression path for the right candidate

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience, Enthusiastic, Punctual


GCSE or equivalent 5 passes in total (including English & maths) (Grade 4/C or above) Essential

About the employer

Invest Southwest, Independent Financial Advisers was founded in 2007 and is regulated by the Financial Conduct Authority (FCA 469547). Our highly experienced Financial Advisers are located throughout the Southwest region and are fully qualified to give financial advice. Each adviser subscribes to the FCA code of conduct and have Statements of Professional Standing as evidence they meet standards set by the Regulator. Our advisers are supported by staff based at our Head office in Taunton and also at our Weston-Super-Mare office. We also share our Head Office in Taunton with our sister company, Will Management Services. We pride ourselves on creating a working environment where our staff can be creative, flourish and thoroughly enjoy each and every working day. By doing so, our dedicated, motivated colleagues meet the high standards expected of them.


Invest Southwest





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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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