Apprentice Financial Services Administrator

Eccles Greenwood Financial Planning

BARNOLDSWICK (BB18 5ND)

Closes in 27 days (Friday 19 September 2025 at 11:59pm)

Posted on 20 August 2025

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Summary

A chance to work with a financial services team with passion, quality, trust and respect, values being at the core of their beliefs. You will learn how to provide a full administrative service to our advisers and office team, together with dealing with providers and clients.

Wage

£15,000 a year

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

35 hours a week

Start date

Monday 22 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

Key Duties and Responsibilities to develop:

  • Provide administrative support to the Practice
  • Assist the letter of authority process
  • Learning the requirements of 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 is completed 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
  • Liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales

Where you'll work

3 BANK BUILDINGS
BARNOLDSWICK
BB18 5ND

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
  • 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

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 could 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:

5 subjects including maths and English (grade 4/C or above)

A Level in:

2 subjects (grade D or above)

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
  • Team working
  • Initiative
  • Positive attitude

About this employer

At Eccles Greenwood Financial Planning we firmly believe it is vital to build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation. We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.

After this apprenticeship

This apprenticeship offers a route for a career within the company and the wider Financial Services sector. This could lead to a variety of roles depending on the skills and ambitions of the individual.

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000338050.

Apply now

Closes in 27 days (Friday 19 September 2025 at 11:59pm)

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