Financial Services Administrator Apprentice
D R B ASSOCIATES LTD
LINCHFIELD (WS13 6AA)
Closes in 7 days (Sunday 8 February 2026 at 11:59pm)
Posted on 20 January 2026
Contents
Summary
A great opportunity for a friendly, hardworking, polite individual to enter the Financial Services sector for a busy fast paced office specialising in Life, Pensions and Investment Advice. The ideal candidate is looking to progress to Paraplanner level.
- Wage
-
£18,200 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Thursday 9.00am - 5.00pm (1-hour lunch break)
Friday - 9.00am - 4.30pm (30-minutes lunch)
35 hours a week
- Start date
-
Thursday 19 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
Provide full administrative support to all members of staff, liaising with corporate and private clients, screening telephone calls and handling them appropriately, deal with paperwork according to office policies including scanning and shredding.
Daily tasks will involve:
- Deal with correspondence and write letters
- Updating client information
- Support administration team with the submission of new business
- Support paraplanners in day-to-day role
Where you'll work
POOL HOUSE
DAM STREET
LINCHFIELD
WS13 6AA
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:
- English (grade Grade 4(C))
- Maths (grade Grade 4(C))
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
- Customer care skills
- Administrative skills
- Analytical skills
- Team working
- Initiative
About this employer
Indepedent Financial Advisers specialising in Life, Pensions and Investment Advice.
After this apprenticeship
Progress to Paraplanner Apprenticeship with support from the company.
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
The reference code for this apprenticeship is VAC2000009612.
Apply now
Closes in 7 days (Sunday 8 February 2026 at 11:59pm)