Wealth and Protection Apprenticeship
HOWDEN UK GROUP LIMITED
London (EC3V 0AU)
Closes in 16 days (Friday 28 November 2025)
Posted on 10 November 2025
Contents
Summary
This is a one-year rotational apprenticeship programme where you will be immersed in the world of Mortgages and Financial Planning. You will spend 6 months in our Protection team followed by 6 months in our Wealth team.
- Wage
-
£23,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday between 9am to 5:30pm.
37 hours 30 minutes a week
- Start date
-
Monday 7 September 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
You will gain a nationally recognised Level 3 qualification for your relevant programme. As part of this, you’ll spend one day a week studying with your dedicated trainer, who will support you every step of the way to ensure you're set up for success.
Take part in a year long structured development programme designed to help you build the skills and confidence needed to thrive in your role. All of our apprentices take part in this programme, so you’ll have a group of peers to learn alongside.
Rotation 1: Protection Team
- Shadow our administrators and learn the protection lifecycle process.
- Support our administrators with file construction and preparing insurance quotes.
- Collaborate with the Mortgages team who pass on their clients interested in our services, giving you the opportunity to work with a diverse range of clients.
- Learn how to conduct medical consultation calls with clients to understand their health risks and chase doctor's reports.
- Use your analytical skills to research and understand existing insurance products.
Rotation 2: Wealth Team
- Take part in client meetings and observe how our Wealth Advisors present bespoke strategies on how to protect our clients’ financial interests.
- Learn how to analyse pension information and build cash flow models.
- Support our advisors with research, analysis and reporting which will be used to inform wealth strategies.
Where you'll work
81 Gracechurch Street
London
EC3V 0AU
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
WISER ACADEMY LIMITED
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
Requirements
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Team working
About this employer
From day one, our mission has been to create an independent business with a unique culture – one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. People come to Howden for lots of different reasons, but they stay for the same one: our culture. That’s what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities – work/life balance, career progression, sustainability, volunteering - you’ll find like-minded people driving change at Howden.
After this apprenticeship
Following the 12-month apprenticeship programme, you will move into a Wealth and Protection permanent position.
Ask a question
The contact for this apprenticeship is:
WISER ACADEMY LIMITED
The reference code for this apprenticeship is VAC1000350541.
Apply now
Closes in 16 days (Friday 28 November 2025)
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