Financial Services Apprenticeship

Shenley Private Wealth

Milton Keynes (MK5 6LB)

Closes on Sunday 21 September 2025

Posted on 21 July 2025

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Summary

We are looking for someone who sees financial planning as a career rather than a job. Whether you are looking at developing the administration role or progressing through to paraplanning or advising, we will support you throughout. Your progression is our progression. We have always looked to promote from within.

Wage

£16,000 a year

Check minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
Monday to Friday 9am- 5pm

37 hours 30 minutes a week

Start date

Tuesday 30 September 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

  • Provide high level technical and administrative support to the Practice
  • Ensure that files are complete with all required client identification documentation and necessary application forms
  • Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM
  • Process applications accurately and record the required management information
  • Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
  • Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
  • Meeting and greeting clients and visitors to the Practice
  • Running reports and illustrations and collating key data
  • Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales
  • Progressing applications with product providers, chasing up Letters of Authority
  • Producing templated client letters and reports

Full Training Will be Given On All Of The Above

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
  • 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

Training schedule

All training will take place in house

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

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

Company benefits

Free parking Pension

Disability Confident

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

  • There are many avenues, such as Paraplaning, Advising or Operations which could arise from this role

Ask a question

The contact for this apprenticeship is:

Shenley Private Wealth

Emma White

el.white@sjpp.co.uk

The reference code for this apprenticeship is VAC1000332851.

Apply now

Closes on Sunday 21 September 2025

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