Financial Planning Administration Apprentice

PM M LTD

BLACKBURN (BB1 5QB)

Closes on Thursday 8 January 2026

Posted on 23 October 2025

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Summary

Voted in the UK Top 50 SME Apprenticeship Employers Rankings, you will be joining our apprenticeship programme which will give you the skills and support you need to unlock a future full of new opportunities and experiences within the world of Financial Planning. You will enjoy a combination of on-the-job learning and structured training.

Wage

£14,231.75 to £23,015.85, depending on your age

National Minimum Wage

Check minimum wage rates (opens in new tab)

Apprentice's salaries and promotions are typically are reviewed after the first 12 months, as well as regularly reviewed thereafter following performance and exam success.

Training course
Financial services administrator (level 3)
Hours
Monday - Friday, Shifts to be confirmed.

36 hours 15 minutes a week

Start date

Tuesday 1 September 2026

Duration

3 years

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

Our Financial Planning apprenticeship programme is an ideal opportunity for enthusiastic individuals, educated to at least GCSE or A Level, who want to gain a professional qualification within the Wealth Management profession and progress their career within an apprenticeship framework.

Duties will include:

  • Respond to client queries with support from line manager
  • Work on small client portfolio to support financial advisers with processing new and ongoing work
  • Complete valuations in a timely manner
  • Complete workflows within appropriate timescales
  • This would include smartsearches, running Attitude to Risk Questionnaires (ATR’s), creating new clients on the Intelliflo system, chasing providers for requested information, ensuring client files are compliant etc.
  • Processing new work, dealing with clients money including trading funds
  • Gaining knowledge and understand processes when working with Pensions, Investments and Protection
  • Greet clients for in office client meetings
  • Assist with Financial Planning team duties

Where you'll work

GREENBANK TECHNOLOGY PARK
CHALLENGE WAY
BLACKBURN
BB1 5QB

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

  • You'll be working towards a Financial services administrator
    Level 3 apprenticeship standard. The role is on site at our Blackburn office, the study element is remote distance learning
  • PM+M believes that its most valuable resource is its team members
  • The continued success of the organisation depends upon having highly motivated people with proper skills in the right job at the right time. We recognise the need to offer all team members a clear path of progression within the business
  • Therefore as part of this programme, we will provide a study package towards Financial Services Administrator Level 3
  • We will include the relevant study leave as part of this, and will mentor you through your qualification journey. Once the qualification has been achieved we would look at further training opportunities to help develop your career
  • We also provide a complementary range of internal training opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm
  • We have 6 monthly reflect and act conversations to ensure your development is on track, with optional monthly 1-2-1s. You will also have a buddy and opportunity for a mentor
  • We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North West firm of finance professionals

Requirements

Essential qualifications

GCSE in:

  • English (grade 5 or above)
  • Maths (grade 5 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
  • Customer care skills
  • Problem solving skills
  • Administrative skills
  • Number skills
  • Analytical skills
  • Logical
  • Team working
  • Initiative

About this employer

We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that. We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.

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

Company benefits

25 days’ holiday per annum + bank holidays. On site free parking. Employer pension contribution of 8%. Weekly flexi time. Overtime. Hybrid working. Dress for your day policy and dress down Fridays. Paid sick leave. Plus more

After this apprenticeship

  • Once the Level 3 qualification has been achieved we would look at further training opportunities to help develop your career, such as the CII

Ask a question

The contact for this apprenticeship is:

DAVIES LEARNING SOLUTIONS LIMITED

recruitment@pmm.co.uk

The reference code for this apprenticeship is VAC1000347955.

Apply now

Closes on Thursday 8 January 2026

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