Financial Services Apprentice

JANE NEWMAN FINANCIAL PLANNING LTD

DROITWICH (WR9 8DN)

Closes in 24 days (Friday 17 July 2026 at 11:59pm)

Posted on 22 June 2026

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Summary

Great opportunity to join Jane Newman Financial Planning as a Financial Services Apprentice. You will support existing admin staff with post, filing, making refreshments and greeting clients.

Wage

£19,454 a year

Minimum wage rates (opens in new tab)

Pay will increase after the first year.

Training course
Financial services customer adviser (level 3)
Hours
Monday to Thursday 9am - 5pm Friday 9am - 4pm. Half hour unpaid lunch break.

36 hours 30 minutes a week

Start date

Monday 3 August 2026

Duration

1 year 6 months

Positions available

2

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

  • Support existing admin staff
  • File post in and out of the office on back-office system
  • Scan and file paperwork
  • Update back-office systems
  • General office administration

Where you'll work

10 ST. ANDREWS COURT
ST. ANDREWS ROAD
DROITWICH
WR9 8DN

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 customer adviser (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Apply organisational or industry practice, in line with regulatory and legal frameworks, to achieve optimal outcomes for stakeholders.
  • Adhere to organisation policies and procedures by working within own authority and escalate where required
  • Identify customer requirements and select appropriate financial services or products to achieve appropriate outcomes for customer.
  • Communicate with customers and colleagues through a variety of channels, using active listening and language that is meaningful to the recipient, for example, written reports, presentations, phone, face-to-face, email or digital channels.
  • Use appropriate questioning techniques to understand customer needs, gain insight and information to inform decision making and suggest solutions.
  • Establish customer relationships applying principles of equity diversity and inclusion to deliver a personalised customer service taking account of vulnerability.
  • Support the resolution of customer dissatisfaction in line with organisational or industry practice, escalating in line with organisational procedures as needed.
  • Coach and assist customers to access and use appropriate digital solutions to meet their financial service’s needs.
  • Comply with current data legislation and organisational policies including when handling sensitive customer data and using digital systems and processes to service customer and organisation needs.
  • Plan and organise workload to meet commitments using recognised time management methods in line with organisation expectations.
  • Build and maintain collaborative working relationships with a range of colleagues and customers to deliver positive outcomes.
  • Identify opportunities for improvement and support activities to improve performance and service
  • Act on feedback to improve personal performance, contribute to team performance and take ownership of own development to build competency.
  • Handle data safely and securely and share information in compliance with data protection legislation and organisation’s policy.
  • Apply organisational or industry practice, in line with regulatory and legal frameworks, to achieve optimal outcomes for stakeholders.
  • Adhere to organisation policies and procedures by working within own authority and escalate where required
  • Identify customer requirements and select appropriate financial services or products to achieve appropriate outcomes for customer.
  • Communicate with customers and colleagues through a variety of channels, using active listening and language that is meaningful to the recipient, for example, written reports, presentations, phone, face-to-face, email or digital channels.
  • Use appropriate questioning techniques to understand customer needs, gain insight and information to inform decision making and suggest solutions.
  • Establish customer relationships applying principles of equity diversity and inclusion to deliver a personalised customer service taking account of vulnerability.
  • Support the resolution of customer dissatisfaction in line with organisational or industry practice, escalating in line with organisational procedures as needed.
  • Coach and assist customers to access and use appropriate digital solutions to meet their financial service’s needs.
  • Comply with current data legislation and organisational policies including when handling sensitive customer data and using digital systems and processes to service customer and organisation needs.
  • Plan and organise workload to meet commitments using recognised time management methods in line with organisation expectations.
  • Build and maintain collaborative working relationships with a range of colleagues and customers to deliver positive outcomes.
  • Identify opportunities for improvement and support activities to improve performance and service
  • Act on feedback to improve personal performance, contribute to team performance and take ownership of own development to build competency.
  • Handle data safely and securely and share information in compliance with data protection legislation and organisation’s policy.

Training schedule

You will work towards your:

  • Level 3 Financial Services Administrator Apprenticeship.
    CF1 exam
  • Level 2 Functional Skills in English and maths (if required)
  • Training will be via Davies, virtually. 6-hours per week off the job training on average

Requirements

Essential qualifications

GCSE in:

  • English (grade Grade C / 4 or above / Level 2)
  • Maths (grade Grade C / 4 or above / Level 2)

Further Education in:

Any subject (grade A level pass or equivalent)

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

Independent, whole of market financial advisers.

http://www.janenewmanfp.co.uk (opens in new tab)

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

To remain with us and become either an adviser or paraplanner.

Ask a question

The contact for this apprenticeship is:

DAVIES LEARNING SOLUTIONS LIMITED

Jane Newman

jane@janenewmanfp.co.uk

01905779193

The reference code for this apprenticeship is VAC2000038359.

Apply now

Closes in 24 days (Friday 17 July 2026 at 11:59pm)