Financial Services Administrator Apprentice
GP3 FINANCIAL SOLUTIONS LTD
LEICESTER (LE2 5SF)
Closes on Friday 25 July 2025
Posted on 19 June 2025
Contents
Summary
An exciting opportunity to join a firm of well-established Independent Financial Advisers as a Financial Administrator and support the team in providing holistic advice to clients, helping them to achieve their long-term financial goals.
- Wage
-
£19,250 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday, 8am to 4.30pm (4pm on Fridays).
37 hours a week
- Start date
-
Friday 1 August 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
The initial role will consist of various administrative tasks required to support the business and aiding with the review process of existing clients' investments. The types of tasks that will be expected to be completed are:
- Organising and maintaining clients’ electronic folders
- Completing forms and basic requests sent to investment/product providers
- Preparing letters/e-mails to clients and investment/product providers
- Answering the telephone
- Carrying out ad-hoc requests as and when required
- Organising and scanning of old paper files
- Preparing annual review packs for clients and producing annual suitability letters
- Administering the submission of applications to investment/product providers
- Completing ad-hoc research, providing administrative support and undertaking data processing to assist Financial Advisers, Office Manager & Compliance Officer
Where you'll work
50 ROSEMEAD DRIVE
OADBY
LEICESTER
LE2 5SF
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)
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
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 of 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.
Requirements
Essential qualifications
GCSE in:
5 GCSE passes in total (including English & maths) (grade 4/C 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
- Administrative skills
- Number skills
- Team working
- Initiative
About this company
We are an established firm of Independent Financial Advisers. We have been trading for over 20-years and our support teams aides our 6 advisers in servicing our on-going clients needs, covering a wide range of areas such as: pensions, investments, Wills & estate planning, Inheritance Tax planning
After this apprenticeship
This is an entry-level role to join the company as a Financial Administrator. After completion of the initial apprenticeship, the candidate may be offered the opportunity to progress onto another apprenticeship with the view of progressing into a paraplanning role.
Further opportunities may arise for those who continue to excel and wish to pursue further studies to aid in their progression.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000326957.
Apply now
Closes on Friday 25 July 2025
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.