Apprentice Financial Services Administrator
KINGSFLEET WEALTH LIMITED
Ipswich (IP6 0AE)
Closes in 17 days (Friday 10 April 2026 at 11:59pm)
Posted on 19 March 2026
Contents
Summary
This is a fantastic opportunity to enter the finance sector and progress your career within financial services. In your initial role, you will be trained to provide comprehensive, professional administration that allows Kingsfleet to exceed client expectations and demonstrate full regulatory compliance.
- Wage
-
£19,750 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday, 09:00 - 17:00,
1 hour lunch.
35 hours a week
- Start date
-
Monday 1 June 2026
- Duration
-
1 year 6 months
- 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
To be trained to provide comprehensive, professional administration that allows Kingsfleet to exceed client expectations and demonstrate full regulatory compliance.
Specific to this role:
To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures
In particular:
- Send signed Letters of Authority from new clients to providers
- Collate information received from new clients and give to managing director
- Add fact find information to IO when the client has agreed recommendation
- Process new application forms
- Monitor progress of application; ensure questions are answered
- For completed transactions update the plan details on IO
- For existing clients to update valuations on IO in advance of client reviews
- To welcome visitors to the business
- To answer and, where appropriate, deal with enquiries by the phone
All staff:
- To live out and communicate effectively the values of Kingsfleet
- To comply with the firm’s Health and Safety policy
- To comply with FCA requirements
- To maintain complete confidentiality regarding our clients and our processes
- In agreement with your line manager to undertake other responsibilities as required
Where you'll work
Claydon Court
Old Ipswich Road, Claydon
Ipswich
IP6 0AE
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
You will access your programme online from your employers site address.
More training information
- Financial Services Administrator Level 3
- Fully and part-funded learning and development programme
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Interactive chat, forums and class notebooks for real-time support and assistance from experienced financial services professionals
- Regular tutorials and assessments from an experienced financial service 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
- Telephone Skills
- Friendly
- Presentable
- Punctual
- Hard Working
- Reliable
About this employer
Life is too short to not spend it the way you want. We believe great financial planning is all about giving you the tools to take control and live life on your terms – spending your money and your time however you wish. We exist to help our clients do exactly that. Our name not only refers to Colin’s primary school, but is also the name of a tributary of the River Deben where Edward III fitted out his fleet for his expedition to Flanders in 1338. Every day we set out on our own expedition; to guide our clients towards their financial goals, and to educate them into making more informed choices. Our values: Honesty - We tell our clients what they need to hear for their own best interests. Integrity - We do the right thing by people, and always do the things we promise. Transparency - We are open in how we work together and how we charge for our services.
After this apprenticeship
The business is invested in developing their staff and progression would be available for the right candidate.
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
Paige Waistell
paige.waistell@skillsedge.co.uk
0333 358 3559
The reference code for this apprenticeship is VAC2000022289.
Apply now
Closes in 17 days (Friday 10 April 2026 at 11:59pm)