Apprentice Financial Services Administrator
KIRBY AND KNOTT FINANCIAL PLANNING LTD
GLOUCESTER (GL2 8EY)
Closes on Friday 18 July 2025
Posted on 13 June 2025
Contents
Summary
A unique opportunity to start a career in financial advice. We are looking for a bright ambitious individual who is keen on exploring a future in Financial Advice. Starting as an apprentice administrator you will be given the skills and knowledge to build a great foundation for your future career.
- Wage
-
£13,741 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday. 9.30am - 5.00pm
35 hours a week
- Start date
-
Monday 4 August 2025
- 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
- Speaking with product providers to request information
- Being a point of contact for clients by phone and email
- Checking and recording information on to back office systems
- Responding to in bound enquiries
- Preparation of files and printed items
Where you'll work
UNIT 6
THE STEADINGS BUSINES
MAISEMORE
GLOUCESTER
GL2 8EY
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
SIMPLY ACADEMY LTD
Your training course
Financial services administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
- Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
- Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
- Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements
Your training plan
Financial Services Administrator Level 3 Apprenticeship Standard:
- CII - Financial Services, Regulation and Ethics (R01) qualification
- Learning will be a combination of remote classroom and digital learning
- Training will be flexible around the role, but will account for 20% of time at work
Requirements
Essential qualifications
GCSE or equivalent in:
Maths (grade 6)GCSE in:
English (grade 6)Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
- Non judgemental
Other requirements
Our vacancy start dates are flexible for the right candidate.
About this company
We are a Financial Planning business based in Gloucester. We serve clients across the South West of the UK. Our advice and services are all centred around clients, their family, their business, and helping them to make their future financial aspirations a reality.
After this apprenticeship
- There will be the ability to move into a full time administration role immediatately after successful completion
- Following this, the career routes could include paraplanning, operations or client facing advice roles
Ask a question
The contact for this apprenticeship is:
KIRBY AND KNOTT FINANCIAL PLANNING LTD
Alex Kirby
alex.kirby@sjpp.co.uk
01452 348690
The reference code for this apprenticeship is VAC1000326032.
Apply now
Closes on Friday 18 July 2025
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