London Apprentice
RAYMOND JAMES INVESTMENT SERVICES LIMITED
London (EC2Y 9LY)
Closes in 13 days (Monday 1 June 2026 at 11:59pm)
Posted on 19 May 2026
Contents
Summary
The Financial Services Administrator Level 3 apprenticeship offers a practical introduction to the financial services industry, combining workplace experience with structured learning.
- Wage
-
£26,936 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
35 hour working week, 18-month contract duration.
Days and shifts TBC.
35 hours a week
- Start date
-
Monday 5 October 2026
- Duration
-
1 year 6 months
- Positions available
-
3
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
As an Apprentice, you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include many of the following:
- Providing day-to-day team support, helping to keep processes running smoothly and efficiently.
- Coordinating meetings, managing Outlook diaries, and ensuring everything is organised and on track.
- Supporting team projects and contributing ideas to improve ways of working.
- Collaborating with colleagues across different departments to understand how the business connects.
- Acting as a reliable point of contact within your team for queries and coordination.
- Preparing documents such as presentations, reports, and meeting materials.
- Managing correspondence, including emails and phone enquiries.
- Maintaining accurate records using internal systems.
- Supporting with data gathering and liaising with third-party providers.
- Building your understanding of financial services processes, including regulatory requirements.
Where you'll work
Ropemaker Place
25 Ropemaker Street
London
EC2Y 9LY
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
FITCH LEARNING 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
Requirements
Essential qualifications
GCSE in:
- English (grade 4)
- Mathematics (grade 4)
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
- Problem solving skills
- Presentation skills
- Administrative skills
- Analytical skills
- Logical
- Team working
- Initiative
- Non judgemental
- Patience
About this employer
Raymond James, London Wall
We offer truly bespoke discretionary management services. Benefitting from being part of a global financial services firm but offering a boutique, client-centric family office service, our priority is fully understanding exactly what your expectations and requirements are, taking into account timescale, attitude to risk and any personal preferences. To make sure any changes are fully understood, we recommend meeting personally at least once a year or as often as you would wish. This may be at your home or place of work as well as at our offices in the City of London.
The investment world is continually changing, and we are able to fully access all the resources a company of Raymond James’ size offers, not just in investments, but also cutting-edge technology and systems.
Having established your requirements, we manage your assets on a discretionary basis, allowing us to implement strategies in the most efficient manner and to take advantage of opportunities as and when they appear. Alongside this, some clients may wish to have their own holdings, which they choose or wish to hold, and we offer satellite ‘Execution Only’ accounts that allow us to concentrate on your core mandate. You’ll also be able to monitor your own investments, 24/7, through Client Access – Raymond James’ secure online portal.
We have an extensive research capability with access to analysts employed by Raymond James and its affiliates who provide analysis on securities across the globe with award-winning research.
After this apprenticeship
After completing the Financial Services Administrator Level 3 apprenticeship, apprentices are expected to progress into more established administrative or operational roles within financial services.
This may include opportunities in areas such as client services, operations, compliance support, onboarding, or team administration.
With experience, individuals may move into more specialist positions or continue their development through further professional qualifications or advanced apprenticeships.
The apprenticeship provides a strong foundation of industry knowledge, practical skills, and workplace experience, helping learners build confidence and prepare for longer-term career progression within the financial services sector.
Ask a question
The contact for this apprenticeship is:
FITCH LEARNING LIMITED
The reference code for this apprenticeship is VAC2000031734.
Apply now
Closes in 13 days (Monday 1 June 2026 at 11:59pm)