Financial Services Administration Apprentice
Lawrence Clarke Financial Planning
HAMPSHIRE (PO15 5TD)
Closes in 30 days (Friday 11 December 2026 at 11:59pm)
Posted on 11 November 2026
Contents
Summary
Start your career in financial services with Lawrence Clarke Financial Planning. Join our supportive team as an apprentice, gain hands-on experience, and work towards a recognised qualification. You’ll support planners, learn about pensions, investments, protection, and financial planning processes.
- Wage
-
£18,000 a year
Minimum wage rates (opens in new tab)
After completing a three-month probation period, all employees are eligible to share in the profits of the business. But it’s not just about financial reward—being part of an EOT also means having a real voice in how the company is run.
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday 9.00am - 5.00pm
37 hours 30 minutes a week
- Start date
-
Monday 4 January 2027
- 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
Key Responsibilities:
- Assist with client communications, both written and verbal
- Help prepare documents and reports for client meetings
- Maintain accurate records and update client information
- Support the processing of applications and policy administration
- Learn about financial products, compliance, and industry regulations
- Contribute to a positive and professional office environment
What We Offer:
- Full training and support towards a Level 3 Financial Services
- Administrator apprenticeship
- A welcoming, team-oriented workplace
- Opportunities for progression and long-term career development
- A chance to make a real difference in clients’ financial futures
Start your career with a company that values integrity, learning, and personal growth. Join Lawrence Clarke Financial Planning and take your first step into the world of financial advice.
Where you'll work
PAVILION 2
LITTLE PARK FARM ROAD
FAREHAM
HAMPSHIRE
PO15 5TD
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SIMPLY ACADEMY 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
Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
- A broad understanding of the financial services sector
- An understanding of the role of the appropriate regulatory bodies
- The importance of relationship building with clients and colleagues
- Understanding of processes and procedures relevant to the role
- How to develop commercial awareness
- Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Requirements
Essential qualifications
GCSE in:
A Level 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
- Attention to detail
- Organisation skills
- Proactive attitude
- Willingness to learn
About this employer
Lawrence Clarke Financial Planning is an independent financial advice company based in Fareham, Hampshire. Since 1998, the team has been dedicated to helping individuals and families make confident, informed financial decisions at every stage of life. They offer clear, jargon-free advice tailored to each client’s unique goals—whether that’s planning for retirement, managing wealth, or protecting loved ones. The firm works with a wide range of clients, including professionals, business owners, and retirees, providing bespoke financial solutions that evolve with life’s changes. Their approach is personal, proactive, and focused on building long-term relationships based on trust and understanding. Joining Lawrence Clarke as an apprentice means becoming part of a supportive, client-focused team that values integrity, learning, and making a real difference in people’s lives.
Company benefits
We’re proud to be an Employee Ownership Trust (EOT). This means our business is owned for the benefit of the people who make it successful - our team. It’s a collaborative, inclusive environment where your input matters and your success is shared.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Successful apprentices will have the opportunity to progress within the business, including the chance to undertake a Level 4 Paraplanner Apprenticeship. This next step offers deeper technical knowledge and the potential to move into a more analytical and client-focused role, supporting financial advisers with research, report writing, and financial planning strategies.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000063808.
Apply now
Closes in 30 days (Friday 11 December 2026 at 11:59pm)