Financial Services Administration Apprentice

ELEVATION WEALTH MANAGEMENT LIMITED

1250 CHESTER ROAD (B35 7AZ)

Closes in 17 days (Sunday 12 April 2026 at 11:59pm)

Posted on 24 March 2026

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Summary

Supporting our Client Service and Technical Administration teams in a very busy Wealth Management Company. The candidate must be keen to learn, enthusiastic and have very good attention to detail.

Wage

£14,560 a year

Check minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9am until 5pm with an hour for lunch

35 hours a week

Start date

Friday 1 May 2026

Duration

1 year 3 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

  • Financial services
  • Administration
  • Client service

Where you'll work

ELEVATION HOUSE
UNIT 1
MARLIN OFFICE VILLAG
1250 CHESTER ROAD
B35 7AZ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

DAVIES LEARNING SOLUTIONS LIMITED

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

  • Remote delivery through Davies Learning Solutions Ltd
  • On the job training with a mentor
  • Financial Services Administrator Level 3
  • CF1

Requirements

Essential qualifications

GCSE in:

  • English (grade 5/B or above)
  • Maths (grade 5/B or above)

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
  • Presentation skills
  • Administrative skills
  • Number skills
  • Analytical skills
  • Logical
  • Team working
  • Creative
  • Initiative
  • Non judgemental
  • Patience

Other requirements

Travel to work - please consider your journey.

If you don’t drive, can you get there? 

About this employer

Independent Financial Advisers and Wealth Management Practice

https://elevation-wm.co.uk/ (opens in new tab)

After this apprenticeship

Upon successful completion of your apprenticeship you will have the opportunity of applying for available roles within Elevation Wealth Management Ltd.

Ask a question

The contact for this apprenticeship is:

DAVIES LEARNING SOLUTIONS LIMITED

The reference code for this apprenticeship is VAC2000023025.

Apply now

Closes in 17 days (Sunday 12 April 2026 at 11:59pm)