Client Servicing Administrator Apprentice

FORM Financial Clarity Ltd

DROITWICH (WR9 0BL)

Closes in 19 days (Tuesday 30 September 2025 at 11:59pm)

Posted on 11 September 2025

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Summary

An opportunity to join our growing team helping to manage the day to day needs of our clients. Processing business cases, preparing for client meetings and working towards a deeper understanding of all aspects of financial planning and the associated administration.

Wage

£15,000 a year

Check minimum wage rates (opens in new tab)

There is an opportunity to earn up to £17000 as the role progresses and if relevant training is completed.

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9:00pm to 5:00pm, 30 minute lunch.

37 hours 30 minutes a week

Start date

Monday 6 October 2025

Duration

1 year 5 months

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

We are looking to recruit a finance administrator who will join an established friendly team to be part of our client operations function. Responsible for supporting administrative requests for both personal and corporate clients and managing our existing client queries.

  • Support the Employee Benefits Team with administrative requirements
  • Accurate and timely processing of business for new and existing clients, both personal and corporate
  • Interaction with clients to ensure they are responded to in a timely manner
  • Daily interaction with internal and third parties adhering to service level agreements and workflow management
  • Learn policies and procedure of St James Place
  • Work towards increasing technical knowledge on financial products such as protection and how they are processed
  • Close liaison with Employee Benefits and Client Servicing Teams within business to ensure all processes run efficiently and effectively
  • Learn and understand compliance aspects of role

Where you'll work

1 THE PADDOCKS
IMPNEY
DROITWICH
WR9 0BL

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

SKILLS EDGE TRAINING 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

You will access your training online from your employers site address.

More training information

As part of this apprenticeship you will complete the Financial Services Administrator Level 3 apprenticeship standard.

  • Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII CF1 study book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the CF1 exam from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional
  • R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge

Requirements

Essential qualifications

GCSE in:

  • English (grade 4)
  • Maths (grade 4)

Desirable qualifications

A Level in:

2 or more subjects (grade Pass)

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
  • Customer care skills
  • Problem solving skills
  • Team working

About this employer

Wealth Management and Financial Planning firm who offer an holistic approach to helping clients manage their finances and plan for their future.

https://formfinancialclarity.co.uk/ (opens in new tab)

After this apprenticeship

As an apprentice the colleague will work towards progressing to a specialist role within the practice.

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

The reference code for this apprenticeship is VAC1000341599.

Apply now

Closes in 19 days (Tuesday 30 September 2025 at 11:59pm)

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