Administration Apprentice
Invest Southwest
TAUNTON (TA1 1RZ)
Closes in 27 days (Monday 1 December 2025 at 11:59pm)
Posted on 3 November 2025
Contents
Summary
At Invest Southwest, we’re seeking a proactive and motivated individual to provide vital administrative support while creating a warm and welcoming environment for both clients and visitors. This isn’t just an administrative role; it’s a unique opportunity to grow with us and develop your career within the financial services industry.
- Wage
-
£16,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday, between 9am to 5pm.
37 hours 30 minutes a week
- Start date
-
Monday 5 January 2026
- 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
- Perform general office and receptionist duties, including maintaining a presentable space.
- Handle administrative tasks for Invest Southwest and Will Management Services as needed.
- Manage calls and record them in the firm's software.
- Process incoming and outgoing mail and emails.
- Scan and file documents per firm procedures.
- Record activities promptly in the back-office system.
- Professionally interact with clients, advisers, team members, suppliers, and providers.
- Maintain confidentiality according to data protection laws and policies.
- Adhere to ethical standards.
- Pursue professional development.
- Coordinate with third parties like accountants or solicitors when required.
- Understand and follow the firm's policies and procedures.
Where you'll work
12 HAMMET STREET
TAUNTON
TA1 1RZ
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
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
Training schedule
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.
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:
RO1 - awarded by The Chartered Insurance Institute (CII).
Completion of RO1 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:
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
- Number skills
- Team working
- Initiative
About this employer
Invest Southwest, Independent Financial Advisers, established in 2007, offers independent financial advice across the Southwest. We provide a range of solutions, including pensions, investments, protection, estate planning (trusts, wills, powers of attorney), supported by our sister company, Will Management Services.
After this apprenticeship
Pending a successful apprenticeship, apprentices will be encouraged to become full-time members of our team, where their commitment will be highly valued. There is also an opportunity to progress and further your career in the financial sector, including obtaining qualifications that can enhance your professional growth.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000349255.
Apply now
Closes in 27 days (Monday 1 December 2025 at 11:59pm)
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