Financial Services Administrator Apprentice

Summary

We are looking for a motivated and detail-oriented individual to join our team as a Financial Services Administrator Apprentice. This is an exciting opportunity to start your career in the financial services industry, gaining hands-on experience while working towards a nationally recognised Level 3 qualification.

Wage

£16,000 a year

Check minimum wage rates (opens in new tab)

£16,000 (for your first year, then could increase depending on your age)

Training course

Financial services administrator (level 3)

Hours

Monday – Friday, 9am to 5pm.

37 hours 30 minutes a week

Start date

Monday 18 August 2025

Duration

1 year 6 months

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

Provide administrative support to the financial advisor and other team members
Assist with processing client documentation and maintaining accurate records
Handle client queries by phone, email, or in person in a professional manner
Ensure compliance with financial regulations and internal policies
Support with preparing reports, client reviews, and other documentation
Update CRM and database systems with client and transaction information (Full training will be given)
Liaise with product providers to obtain policy information or updates
Maintain confidentiality and accuracy in all tasks

Where you'll work

Shenley Pavilions
Chalkdell Drive
Shenley Wood
Milton Keynes
MK5 6LB

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

You will work towards your:

Financial Services Administrator Level 3 Apprenticeship.
Certificate in Insurance (Cert CII). (if applicable).
Training will be via Davies, virtually. 6 hours per week of off-the-job training.

Requirements

Essential qualifications

GCSE in:

English (grade 5/B or above)
Maths (grade 5/B 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
Problem solving skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience

About this company

Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of everything we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individual

http://www.shenleyprivatewealth.co.uk (opens in new tab)

Company benefits

Pension. Free parking.

After this apprenticeship

Following this, the career routes could include paraplanning, operations or client facing advice roles.

Ask a question

The contact for this apprenticeship is: