Client Services Administrator Apprentice

Summary

Ready to start something exciting? Join us at Deans Wealth Management in Stafford! As an Apprentice, you’ll learn new skills, earn while you train, and kick-start a real career in financial planning—with a fun, supportive team behind you every step of the way.

Wage

£15,000 a year

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Training course

Financial services administrator (level 3)

Hours

Monday to Friday, 8.45am - 5.00pm.

37 hours 30 minutes a week

Start date

Monday 1 September 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

About the Role

This is an exciting opportunity to gain hands-on experience in the financial planning sector while working towards nationally recognised qualifications. You’ll be an important part of our team—supporting advisers and helping keep everything running smoothly behind the scenes.

Key Responsibilities

As a Client Services Administrator Apprentice, you’ll:

Support advisers with day-to-day client administration
Prepare and process client documents and correspondence
Maintain accurate client records and back-office systems
Handle incoming calls, emails, and post professionally and promptly
Assist with appointment scheduling and diary management
Liaise with providers to obtain quotes and valuations
Follow compliance procedures and maintain confidentiality
Learn about financial products, services, and industry regulations

Where you'll work

UNIT 3-4 GIBSON HOUSE
HURRICANE COURT
HURRICANE CLOSE
STAFFORD
ST16 1GZ

Training

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

College or training organisation

SIMPLY ACADEMY LTD

Your training course

Financial services administrator (level 3)

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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

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:

· R01 - awarded by The Chartered Insurance Institute (CII)

Completion of R01 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.

Requirements

Essential qualifications

GCSE in:

5 passes in total (including English & maths) (grade 4/C or above)

A Level in:

2 subjects (grade D or above)

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
IT skills
Attention to detail
Organisation skills
Customer care skills
Team working
Initiative
Friendly
Eager to learn
Reliable
Responsible

Other requirements

The office is set on a business park on the edge of Stafford with easy access to bus routes via A34 to Stafford and stone, and to the M6 J14.

About this company

We look after our clients in a way many other firms choose not to. We focus on getting to know our clients and what they want to achieve at every stage of there life. Then, we have there back when it comes to all things financial. From tax planning and investment strategies to exiting their business or planning for retirement, we make sure their finances are always working hard for them. Your future shouldn’t be left to chance. We create financial plans for life.

http://www.deanswealth.com (opens in new tab)

Company benefits

Holiday: 25 days plus Christmas closure plus bank holidays

After this apprenticeship

At Deans Wealth Management, your apprenticeship is just the beginning. We’re committed to helping you grow—offering clear progression routes into roles like Paraplanner, Client Relationship Manager, or even Financial Adviser. With ongoing training and real responsibility, your career can really take off here.

Ask a question

The contact for this apprenticeship is: