Financial services Administrator apprentice

SHEAVYN ASSOCIATES FINANCIAL MANAGEMENT LIMITED

Wetherby (LS22 7SU)

Closes on Monday 23 June 2025

Posted on 19 May 2025

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Summary

You will handle various tasks on a day-to-day basis, which include: Sending out letters, calling providers for updates on cases, scanning documentation onto computer, shredding all paper work that has been scanned, sending birthday cards, dealing with the advisers emails.

Wage

£12,955.80 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

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Training course
Financial services administrator (level 3)
Hours
Monday- Thursday 9.30am - 4.30pm

32 hours 30 minutes a week

Start date

Monday 28 July 2025

Duration

1 year

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

A Financial Services Administrator provides essential administrative support within our firm, ensuring a high-quality, compliant service for clients and colleagues. 
You will handle various tasks on a day-to-day basis, which include:

  • Sending out letters
  • Calling providers for updates on cases
  • Scanning documentation onto computer
  • Shredding all paper work that has been scanned
  • Sending birthday cards
  • Dealing with the advisers emails

This role is crucial for the smooth operation of our financial business and often involves direct interaction with clients and other colleagues.

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favorable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Please apply even if you think you don't have the right skillset as we understand you may not have the expertise or knowledge at the moment but we are fully committed to training you as long as you are committed to learning and prove you have the correct work ethic.

Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd. You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise.

Where you'll work

Dryson House
York Road Industrial Estate
Wetherby
LS22 7SU

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

DAVIES LEARNING SOLUTIONS LIMITED

Your training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

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.

Requirements

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

Skills

  • Communication skills
  • Organisation skills
  • Initiative

About this company

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.

https://sheavynassociates.co.uk (opens in new tab)

After this apprenticeship

  • Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd
  • You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise

Roles we can support you with are:

  • Senior Administrator
  • Paraplanner
  • Mortgage and Protection Adviser
  • Wealth Adviser

Ask a question

The contact for this apprenticeship is:

SHEAVYN ASSOCIATES FINANCIAL MANAGEMENT LIMITED

Adele

Adele@safm.co.uk

0113 393 5260

The reference code for this apprenticeship is VAC1000321431.

Apply now

Closes on Monday 23 June 2025

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