Apprentice Financial Services Administrator
Woodward Markwell Financial Advisers Ltd
Suffolk (IP1 1SL)
Closes in 21 days (Friday 17 October 2025 at 11:59pm)
Posted on 25 September 2025
Contents
Summary
An ideal entry point for a career in the Financial Services Sector, with progression routes leading to a number of roles with full professional qualifications. Working with our team to provide exceptional administrative levels of support to our clients and the wider business.
- Wage
-
£17,500 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday, 09.00 – 17.00, 60 minutes lunch.
35 hours a week
- Start date
-
Thursday 4 December 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
Working as part of the administration team you will be an integral part of our company, providing great service to our customers and support to your colleagues. Duties will include:
- Post administration
- Updating back office systems
- Requesting, chasing and verifying information
- Dealing with clients and providers via email, telephone and post
- Assist the administration team with general administrative duties
- Assist with the company as a whole with general office administrative duties as and when required
Where you'll work
Friars House 2 Falcon Street
Ipswich
Suffolk
IP1 1SL
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
Training is completed online based at the employers address.
More training information
Fnancial Services Administrator Level 3 Apprenticeship Standard:
- Fully and part funded learning and development programme that includes the CII R01 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 R01 study e-book and exam entry
- CII and EPA resits are to be covered by the employer
- Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors
- 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
Requirements
Essential qualifications
GCSE in:
Desirable qualifications
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
- IT skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Analytical skills
- Team working
- Initiative
About this employer
Woodward Markwell has been established for over 40 years, prospering by placing the needs and requirements of our clients at the heart of our business. Established in 1982, we have steadily grown within the marketplace, amassing a wealth of experience and knowhow within financial advising. To ensure we deliver meaningful and appropriate advice, we establish the aims, requirements and objectives of each and every client.
After this apprenticeship
Opportunities to progress to Senior Administrator or Independent Financial Adviser for the right candidate.
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
The reference code for this apprenticeship is VAC1000343865.
Apply now
Closes in 21 days (Friday 17 October 2025 at 11:59pm)
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