Financial Services Administrator Apprentice (Level 3)
Shenley Private Wealth
Milton Keynes (MK5 6LB)
Closes in 30 days (Sunday 10 May 2026 at 11:59pm)
Posted on 10 April 2026
Contents
Summary
We are looking for a motivated and detail-oriented individual to join our team as a Financial Services Administrator Apprentice. This is an exciting opportunity to start your career in the financial services industry, gaining hands-on experience while working towards a nationally recognised Level 3 qualification.
- Wage
-
£16,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday – Friday 9am to 5pm
Solely on site
37 hours 30 minutes a week
- Start date
-
Monday 1 June 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 administrative support to financial advisor and other team members
• Assist with processing client documentation and maintaining accurate records
• Handle client queries by phone, email, or in person in a professional manner
• Ensure compliance with financial regulations and internal policies
• Support with preparing reports, client reviews, and other documentation
• Update CRM and database systems with client and transaction information (Full training will be given)
• Liaise with product providers to obtain policy information or updates
• Maintain confidentiality and accuracy in all tasks
Where you'll work
Shenley Pavilions
Chalkdell Drive
Shenley Wood
Milton Keynes
MK5 6LB
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
You will work towards your:
Financial Services Administrator Level 3 Apprenticeship.
Certificate in Insurance (Cert CII). (if applicable)
Training will be on site and the Apprenticeship Training will be via Davies, virtually. 6 hours per week off the job training.
Requirements
Essential qualifications
GCSE in:
- English (grade 5)
- Maths (grade 5)
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
About this employer
Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of every-thing we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individual
After this apprenticeship
Following this, the career routes could include paraplanning, operations or client facing advice roles
Ask a question
The contact for this apprenticeship is:
Shenley Private Wealth
Emma White
el.white@sjpp.co.uk
07920445430
The reference code for this apprenticeship is VAC2000025757.
Apply now
Closes in 30 days (Sunday 10 May 2026 at 11:59pm)