This position is to assist the administration team and financial advisers at our practice. Duties will include all manner of office duties. Applicants must be reliable, have attention to detail, customer care skills, administrative skills and able to organise their own workload. Computer skills are required.

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Closing date: 30 Sep 2024

Apprenticeship summary

  • Annual wage


    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday - Friday 9am - 5pm (additional hours may be required on occasion) Lunch break is 1 hour

    Total hours per week: 35.0

  • Expected duration

    12 Months

  • Possible start date

    01 Oct 2024

  • Date posted

    3 days ago

  • Apprenticeship level

    Level 2 (GCSE)

  • Reference number


  • Positions

    1 available

What you will do in your working day

Daily duties are:

  • General office duties
  • Assisting existing staff and advisers
  • Handling queries by clients and providers
  • Ensuring that the practice records are kept up to date and accurate

The training you will be getting

Financial Services Customer Adviser level 2 standard.

  • This is a position to work towards obtaining a level 2 apprenticeship
  • Training to be carried out in house and provided by current staff and also external training provider
  • Further development is available once this level 2 is completed

What to expect at the end of your apprenticeship

This standard puts the apprentice on the pathway towards professional membership of the Chartered Banker Institute, the London Institute of Banking & Finance or the Chartered Insurance Institute, depending on which qualifications are taken. A further qualification may be required to be able to apply for membership.

It forms the foundation of a career within the sector, giving the base for further development through a career path within the organisation which may include a level 3 or other apprenticeship.

Requirements and prospects

Desired skills and personal qualities

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


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

About the employer

Financial Adviser Practice at Sheavyn Associates Financial Management Ltd, our aim is to provide exceptional service to both private and corporate clients. We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations. Our clients come from all walks of life and have a wide variety of financial planning needs.




Dryson House

York Road Industrial Estate


LS22 7SU


Maxine Brown


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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

Apprenticeship standard

Financial services customer adviser

Level 2 (GCSE)

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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