Financial Services Administration Apprentice

NSURE FINANCIAL SERVICES LTD

WORTHING (BN11 3JX)

Closes in 26 days (Monday 29 September 2025 at 11:59pm)

Posted on 2 September 2025

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Summary

The successful applicant will be dealing with the processing of new business applications, client requests and general ongoing maintenance of our client portfolios. They will also deal with all areas of business including pensions, investments and life assurance for our individual and corporate clients.

Wage

£18,000 a year

Check minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
Monday to Friday 9am to 5.30pm with 1 hour for lunch (unpaid)

37 hours 30 minutes a week

Start date

Monday 6 October 2025

Duration

1 year 5 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

The successful applicant will be joining our existing admin team to work alongside them as follows:

  • Working as part of a professional team alongside the advisers and paraplanners to provide clients with a professional on-going Financial Planning experience
  • Processing individual new business applications and tracking the progress up to completion
  • Dealing with providers and clients to obtain relevant policy information and documentation
  • General day to day servicing and upkeep of client’s existing business
  • Dealing with clients and insurers on behalf of the advisers
  • Producing accurate valuations and letters for clients
  • Efficient and accurate diary management – monitoring, updating and chasing regularly
  • Complying at all times with Compliance, Training & Competence, Complaints, Data Protection and office procedures
  • Opening, sorting and distributing post and collection of post at the end of the day
  • Answering the telephone, dealing with calls appropriately either by themself or directing the call to the appropriate member of staff or by taking accurate and detailed messages
  • Scanning

Where you'll work

93 ROWLANDS ROAD
WORTHING
BN11 3JX

Training

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

Training provider

SKILLS EDGE TRAINING LTD

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

Training schedule

You will access your training online from the employers site address.

More training information

As part of this apprenticeship you will complete the Financial Services Administrator Level 3 apprenticeship standard.

  • 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 in:

  • English (grade 5)
  • Maths (grade 5)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Administrative skills
  • Team working
  • Initiative

About this employer

We are a family run Chartered Financial Planning firm and offer excellent independent financial advice and service to our clients at all times. We deal with individual and corporate clients and deal in retirement planning, investments, tax planning and also mortgages and life cover.

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

After this apprenticeship

We would be looking to offer a permanent role based on the skills learnt over the apprenticeship. There will also be the opportunity to gain professional financial services qualifications.

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

The reference code for this apprenticeship is VAC1000339815.

Apply now

Closes in 26 days (Monday 29 September 2025 at 11:59pm)

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