Financial Services Administration Assistant Apprentice
MONEY MATTERS FINANCIAL SOLUTIONS LIMITED
WEYMOUTH (DT4 7DQ)
Closes in 28 days (Friday 16 January 2026 at 11:59pm)
Posted on 19 December 2025
Contents
Summary
An exciting opportunity has arisen for an apprentice to join our busy team at Park Street in Weymouth. We are looking for someone with strong IT and communication skills, an enthusiastic individual who is self-motivated.
- Wage
-
£19,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 9am to 5pm.
30 mins for lunch.
38 hours a week
- Start date
-
Sunday 1 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
The role will include:
- Covering reception
- Dealing with new and existing customers via the telephone and face to face
- Sending and responding to emails
- Use of multiple IT packages
- Provide admin and clerical support
- Produce accurate records and documents
- Maintains records and Files
- Requesting, chasing and verifying information
Where you'll work
5 PARK STREET
WEYMOUTH
DT4 7DQ
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
- 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
Training is completed online based at the employer's address.
More training information
Financial Services Administrator Level 3 Apprenticeship Standard:
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- All workshops recorded and available on-demand
- Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
- Exam tips, tricks, and strategies
- Regular tutorials and assessments from an experienced financial services professional
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
- Team working
About this employer
Money Matters FS Ltd provides a friendly and professional financial planning service to new and existing clients, and we are extremely proud of our reputation and customer satisfaction levels.
As Independent Financial Advisers advise on all areas of a financial planning. We advise clients either face to face or from the comfort of their own home via phone, email or video call.
After this apprenticeship
Continued employment and further professional development.
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
The reference code for this apprenticeship is VAC2000004806.
Apply now
Closes in 28 days (Friday 16 January 2026 at 11:59pm)