Financial Services Administrator Apprentice
Zenia Wealth Management
Huddersfield (HD3 3LX)
Closes in 26 days (Friday 9 January 2026 at 11:59pm)
Posted on 1 December 2025
Contents
Summary
Looking for an exciting opportunity to build your skills in Financial Services? This role is ideal for someone eager to learn, grow, and gain hands-on experience in a professional setting. If you're ready to kickstart your career in a supportive and dynamic environment, we’d love to hear from you.
- Wage
-
£13,741 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday, 8.30am - 4.30pm
35 hours a week
- Start date
-
Thursday 12 February 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
Job Purpose:
Reporting to the Practice Manager to provide dedicated support to the Partners/Advisers for the day to day running of the practice to include meeting regulatory requirements, marketing, client servicing, business processing and IT whilst supporting the development of the Practice
Support to the Practice:
- To support the Partners by dealing effectively with the day-to-day business operation
- To assist the Partners to take the business forward with creativity and positivity to meet the Partner’s goals
- To operate & maintain effective systems, processes and procedures which enable Partners/Advisers to optimise client meetings
- To support the Practice Manager in tracking compliance, licensing, CPD, regulatory and legislative requirements
Business Processing:
- To liaise with the Practice Paraplanner to support the Partners to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards
- Oversee and manage the submission of all client applications/advise sets in support of the Partners
- Support the Partners to ensure all relevant information required for client files is available, current and compliant
- Maintain accurate and up to date client information using the appropriate software programmes (ShareFile, iBusiness, SalesForce etc.)
- Liaise with Head Office & admin centres as directed
Marketing:
- Assist the Practice Manager in the creation and maintenance of the annual marketing plan
- Support the distribution of marketing material to clients and prospects as agreed
- Support the Practice Manager with the creation, authorisation and audit trail of adverts and advertising material
- Support the Practice Manager with the end-to-end management of client events
- Maintain and update client and prospect information
- Maintain and update client service questionnaires
Practice Development:
To support the Practice Manager:
- With ongoing business projects
- In developing new prospects and clients
- To achieve Practice goals and objectives
- To develop client relationships and referrals, service existing clients and assist in building new relationships
Where you'll work
Independence House Holly Bank Road
Lindley
Huddersfield
HD3 3LX
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:
A Level 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
- Analytical skills
- Team working
- Initiative
- Positive 'can do' attitude
Other requirements
Our office is located just off Junction 24 of the M62, with plenty of onsite parking and a local village just up the road. We are lucky enough to have access to a range of lunch options through Deliveroo, Uber Eats and Just Eat, and there is a direct bus route right next to our office premises.
About this employer
At Zenia Wealth Management, we specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning. Our key products & services include: • Investment Planning • Retirement Planning • Protection Planning • Inheritance Tax & Estate Planning • Corporate Services Our Company Philosophy is based upon building and maintaining a long-term trusted relationship, whilst providing bespoke individual tailored advice, to all our clients. It is the reason why many of our clients regularly refer their friends, relatives and loved ones to us. Zenia Wealth Management now has a team of 7 fantastic members of staff, as shown in the flowchart below, who put the client’s needs and wishes at the core of all they do.
After this apprenticeship
This role isn’t just a job - it’s a stepping stone to a long-term career in the financial services industry. The right candidate will have access to fantastic opportunities for growth, training, and career progression.
Starting as a FS Administrator Apprentice, you can advance to:
- Senior Financial Services Administrator - taking on more responsibility in business operations
- Managerial Level - overseeing teams and driving business success
- Paraplanner - working closely with financial advisers to provide technical support
- Financial Adviser - becoming a qualified expert, guiding clients in financial decisions
We actively support professional development, including further apprenticeships and qualifications to help you grow in your chosen path.
For the right candidate who shows dedication and potential, this role could lead to a permanent position within the company.
If you're ambitious and eager to learn, this opportunity can be the foundation of a long and successful career in financial services.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
The reference code for this apprenticeship is VAC2000003064.
Apply now
Closes in 26 days (Friday 9 January 2026 at 11:59pm)
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