Client Support Apprentice
BEYOND FINANCE LTD
BUCKS (HP8 4RG)
Closes in 22 days (Friday 27 March 2026 at 11:59pm)
Posted on 4 March 2026
Contents
Summary
This is a fantastic opportunity to enter the Financial Services sector and build a career in the industry. This role will be responsible for managing adviser diary, arranging and preparing client meetings for adviser and work following these meetings, as well as other administrative tasks.
- Wage
-
£18,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
This is an in-office role - office hours 9am - 5 pm Monday to Friday with a 1 hour unpaid lunch break from 1-2 pm
35 hours a week
- Start date
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Monday 20 April 2026
- Duration
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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
- Client Interaction
Addressing enquiries via phone and in person and providing support and assistance. - Diary Management
Coordinate and Maintain Adviser Calander/Diary including scheduling meetings. Includes managing Calendly for initial meetings for Adviser. - General Administration
Assistant to Adviser, providing pre and post- meeting support. As well as reviewing on a monthly and quarterly basis client review with adviser as part of ongoing review process, sending invites and arranging meetings. - Meeting preparation
Prepare agendas, materials, risk reports, packs and other needed documentation using administration software for meetings, ensuring the adviser is fully prepared. This includes the following types of meetings; initial, investment review, pension review, DFM reviews and Annual Planning meeting. - Document Management
Create, draft, proofread, and edit client documentation, including creating meeting packs, documents following client meetings such as application forms, engagement letters and other supporting documentation. - Administration Assistance
Providing support with administration work such as client withdrawals and contributions, calling providers for client information needed for meetings and other associated tasks. - Staff Liaison
Daily meetings with Adviser to discuss required work, daily catch ups with team leader to assist with work and ongoing contact with team leaders to assist with any queries. - Issue Resolution
Troubleshoot and resolve client issues, escalating to appropriate team members when necessary to ensure a prompt and effective response. - Client Retention
Assist with ensuring a positive and long-lasting relationship with clients by providing excellent service and contributing to overall satisfaction. - Product Knowledge
Develop an understanding of products and services to effectively assist clients and provide detailed information. - Confidentiality
Handle sensitive information with discretion and always maintain a high level of confidentiality.
Where you'll work
WINDMILL FARM BUSINESS HUB
BOWSTRIDGE LANE
CHALFONT ST GILES
BUCKS
HP8 4RG
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
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Number skills
- Analytical skills
- Team working
- Initiative
Other requirements
Basic credit check required.
About this employer
We are different from a lot of financial advice firms. We don’t have sales targets or a desire to create as much money as possible. Our interest is in the outcome people want to achieve in their life, perhaps encouraging them to make bolder life-changing decisions now, rather than holding off until it’s too late.
Our wish is for everyone in our community to step out of their comfort zone and discover the undiscovered.
After this apprenticeship
Potential to progress into other roles within the company longer term
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
Sue Croucher
sue@beyondfinance.org.uk
The reference code for this apprenticeship is VAC2000019055.
Apply now
Closes in 22 days (Friday 27 March 2026 at 11:59pm)