Apprentice Financial Services Administrator



Closes in 9 days (Thursday 1 August at 11:59pm)

Posted on 26 June 2024


Are you keen to develop a career in Financial Services? We have an exciting opportunity for an apprentice with drive and ambition to join our busy, growing practice and gain qualifications and confidence in a structured, supportive environment.

Annual wage
£18,000 a year

Minimum wage rates (opens in new tab)

The pay may be negotiated and may rise after a probation period has been successfully completed.

Training course
Financial services administrator (level 3)
Mon to Fri, 8.30 – 17.00 1 Hour lunch.

37 hours a week

Possible start date

Saturday 5 October


1 Year 5 Months

Positions available



As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

Upon successful completion of the apprenticeship, apprentices will achieve the Financial Services Administrator Level 3 Apprenticeship Standard:

  • Fully and part funded learning and development programme that includes the CF1 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 CF1 study e-book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the CF1 exam delivered by our team of professional qualification tutors
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class notebooks 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
  • R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Edge Trainer

Where you’ll work




HP23 5AH


An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation


Your training course

Financial services administrator (level 3)

Equal to A level

Course contents
  • Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
  • Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
  • Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
  • Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements
  • Your training plan

    This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.


    Essential qualifications

    GCSE or equivalent in:

    • English (grade Grade 6(B))
    • Maths (grade Grade 6(B))

    Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.


    • Communication skills
    • IT skills
    • Attention to detail
    • Organisation skills
    • Administrative skills
    • Team working
    • Initiative

    Other requirements

    Competitive salary based on age and experience. Bonus structure.

    About this company

    Potter Financial Partners are a family run business, based in Tring, Hertfordshire. We place the needs of our clients at the heart of everything we do. We have over 25 years of experience in Financial Planning and we believe that building long term relationships through regular face to face reviews is essential to helping clients to achieve their financial goals. (opens in new tab)

    After this apprenticeship

    Fully funded apprenticeship.
    In house induction, training and extensive exam support.
    Career progression matched with salary increments.

    Ask a question

    The contact for this apprenticeship is:


    The reference code for this apprenticeship is VAC1000260581.

    Apply now

    Closes in 9 days (Thursday 1 August at 11:59pm)

    When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.