Apprentice Financial Services Administrator
Kingsfleet Limited
SUFFOLK (IP6 0AE)
Closes in 29 days (Friday 15 August 2025 at 11:59pm)
Posted on 17 July 2025
Contents
Summary
This is a fantastic opportunity to enter the finance sector and progress your career within financial services. In your initial role you will be trained to provide comprehensive, professional administration that allows Kingsfleet to exceed client expectations and demonstrate full regulatory compliance.
- Wage
-
£18,200 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday
09:00am - 17:00pm
1 hour lunch
35 hours a week
- Start date
-
Monday 1 September 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
To be trained to provide comprehensive, professional administration that allows Kingsfleet to exceed client expectations and demonstrate full regulatory compliance.
Specific to this role:
To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures
In particular:
- Send signed Letters of Authority from new clients to providers
- Collate information received from new clients and give to managing director
- Add fact find information to IO when the client has agreed recommendation
- Process new application forms
- Monitor progress of application; ensure questions are answered
- For completed transactions update the plan details on IO
- For existing clients to update valuations on IO in advance of client reviews
- To welcome visitors to the business
- To answer and, where appropriate, deal with enquiries by the phone
- To study for and pass the CF1 exam
All staff:
- To live out and communicate effectively the values of Kingsfleet
- To comply with the firm’s Health and Safety policy
- To comply with FCA requirements
- To maintain complete confidentiality regarding our clients and our processes
- In agreement with your line manager to undertake other responsibilities as required
Where you'll work
CLAYDON COURT
OLD IPSWITCH RD
CLAYDON
SUFFOLK
IP6 0AE
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
SKILLS EDGE TRAINING 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
- Financial Services Administrator Level 3
- Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme
- Includes the CII CF1 study book and exam entry
- CII and EPA resits are to be covered by the employer
- Fortnightly workshops for the CF1 exam from our CII approved trainer
- All workshops recorded and available on-demand
- Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
- Exam tips, tricks, and strategies
- Additional resources through RM Advance
- Regular tutorials and assessments from an experienced financial services professional
- R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge
Requirements
Essential qualifications
GCSE or equivalent in:
5 Subjects including Maths and English (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
- Team working
- Telephone Skills
- Friendly
- Presentable
- Punctual
- Hard Working
- Reliable
Other requirements
Benefits: -Paid study leave -4x Death in Service benefit -Annual eye test -Income protection (after 6 months service) -Biennial BUPA Health Check (after 1 year’ service) -Private Medical Insurance (after 2 years’ service)
About this company
Life is too short to not spend it the way you want. We believe great financial planning is all about giving you the tools to take control and live life on your terms – spending your money and your time however you wish. We exist to help our clients do exactly that. Our name not only refers to Colin’s primary school, but is also the name of a tributary of the River Deben where Edward III fitted out his fleet for his expedition to Flanders in 1338. Every day we set out on our own expedition; to guide our clients towards their financial goals, and to educate them into making more informed choices. Our values: Honesty - We tell our clients what they need to hear for their own best interests. Integrity - We do the right thing by people, and always do the things we promise. Transparency - We are open in how we work together and how we charge for our services.
After this apprenticeship
The business is invested in developing their staff and progression would be available for the right candidate.
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
Paige Waistell
paige.waistell@skillsedge.co.uk
0333 358 3559
The reference code for this apprenticeship is VAC1000330927.
Apply now
Closes in 29 days (Friday 15 August 2025 at 11:59pm)
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