Financial Services Administrator Apprentice ABBEYGATE WEALTH MANAGEMENT LTD

As an Administrator Apprentice you will start to learn and develop your knowledge and skills ready to progress your career within the business. Initially, you will spend time learning the relevant systems, processes and standards used on a day-to-day basis. You will also be well placed to learn more about our business and industry as a whole.

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Closing date: 05 Aug 2024

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday 9am to 5pm.

    Total hours per week: 35.0

  • Expected duration

    15 Months

  • Possible start date

    12 Aug 2024

  • Date posted

    04 Jul 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

  • Learn the basic roles and responsibilities within the practice
  • Manage the telephone system
  • Ensure all folders on servers are maintained to team standards
  • Attend Induction training
  • Observing and shadowing experienced colleagues
  • Put all formal training and coaching into practice
  • Take feedback on board and implement development actions within agreed timeframe
  • Attend and participate in team training sessions
  • Communicate effectively and in a professional manner
  • Produce email and written communications to a high standard, which are accurate and grammatically correct
  • Clearly convey key information and messages to internal colleagues at all levels
  • Liaise with clients across all areas of the business
  • Offer to help willingly and show flexibility to meet the needs of the team
  • Take personal responsibility for maintaining the service standards delivered by the team
  • Engage with all communication platforms across our business
  • Deliver administrative and clerical tasks across the business
  • Handle telephone enquiries in a professional manner, in line with the business standards
  • Manage administrative processes
  • Manage multiple and changing priorities
  • Prepare and edit letters, reports, and emails
  • Diary management
  • Meet deadlines and SLAs appropriate to your role
  • Monitor and replenish sundry office supplies and stationery
  • Responsible for ensuring office is ready for business daily

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

This apprenticeship could lead to further development and progression in the financial services sector.

Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Analytical skills, Team working, Patience, Professional email writing


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

About the employer

With nearly 20 years’ experience in financial services, we are able to offer a complete service to clients in all aspects of financial planning. We provide personalised, face to face wealth management advice to individuals, their families and business whether your requirement is to build wealth, manage cash and borrowings or protect your wealth.




Abbeygate House

88-89 Whiting Street

Bury St. Edmunds

IP33 1NX

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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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