Financial Services - Client Account Executive Apprentice
Finura Partners
LONDON (EC4M 7AN)
Closes in 28 days (Friday 3 October 2025 at 11:59pm)
Posted on 3 September 2025
Contents
Summary
An exciting opportunity to work within an award-winning financial planning practice. You will be looking to complete an Apprenticeship in Financial Services Administration. Based in our City office, London, you will report directly to the Compliance & Client Support Manager, and you will offer administrative support to all areas of the business.
- Wage
-
£18,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday, between 9.00am to 5.30pm.
37 hours 30 minutes a week
- Start date
-
Monday 6 October 2025
- Duration
-
1 year 3 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
Key Duties and Responsibilities:
- To ensure exceptional client experience by maintaining our meeting room space
- To provide efficient management of incoming post
- To build skills that will allow you to develop exceptional relationships with our clients, ensuring consistent, effective communication, allowing them to have confidence that their instructions are understood and will be delivered upon
- To be competent in all the organisation's processes and procedures, including the use of internal and external systems, in order to have a forward-looking, can-do attitude when dealing with client instructions
- To provide administrative support of the highest quality and consistency to our advisers and clients, delivering on our commitment to getting things right the first time and reducing the administrative burden to our clients
- To ensure that all of our processes and the client experience are built around the use of our online Client Portal and that we use its full CRM capability to capture all relevant client details to provide a personalised proactive service and to miss zero advice opportunities
- Develop Continual Professional Development by seeking opportunities to upskill in areas where you have gaps in knowledge and work collaboratively with other team members to cross skill
Where you'll work
5TH FLOOR
20 OLD BAILEY
LONDON
EC4M 7AN
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SIMPLY ACADEMY 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
Level 3 Financial Services Administrator apprenticeship qualification
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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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 apprentice 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:
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
- Problem solving skills
- Presentation skills
- Administrative skills
- Non judgemental
About this employer
Finura is a multi-disciplinary, chartered, award-winning financial planning practice for private Clients, families, business owners and trustees. We were founded in 2014 with our vision and purpose centred on providing our people and our Clients an exceptional experience working with Finura and to positively impact people’s lives. Over 9 years we have organically grown to look after more than 1000 family and business relationships and over £750m of Client assets. We continue to expand organically and via acquisition, and are targeting 1350 relationships and in excess of £1bn of assets by 2024. Finura’s achievements have been recognised across the profession with a host of award nominations, most recently in 2023 for Adviser Firm of the Year at the Professional Adviser Awards. Finura is also one of a select group of Financial Planning firms to have achieved Corporate Chartered status from the Chartered Institute of Insurers. We hold the Gold Standard for Independent Advice as well as being granted the Pension Transfer Gold Standard by the Personal Finance Society.
After this apprenticeship
- This apprenticeship offers a route for a career in the financial sector
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000340253.
Apply now
Closes in 28 days (Friday 3 October 2025 at 11:59pm)
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