Financial services Administrator apprentice
SHEAVYN ASSOCIATES FINANCIAL MANAGEMENT LIMITED
Wetherby (LS22 7SU)
Closes on Friday 2 January 2026
Posted on 11 November 2025
Contents
Summary
You will handle various tasks on a day-to-day basis, which include: Sending out letters, calling providers for updates on cases, scanning documentation onto computer, shredding all paper work that has been scanned, sending birthday cards, dealing with the advisers emails.
- Wage
-
£13,741 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday, 9.00am - 5.00pm
35 hours a week
- Start date
-
Monday 2 February 2026
- Duration
-
1 year 6 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
A Financial Services Administrator provides essential administrative support within our firm, ensuring a high-quality, compliant service for clients and colleagues.
You will handle various tasks on a day-to-day basis, which include:
- Sending out letters
- Calling providers for updates on cases
- Scanning documentation onto computer
- Shredding all paper work that has been scanned
- Sending birthday cards
- Dealing with the advisers emails
This role is crucial for the smooth operation of our financial business and often involves direct interaction with clients and other colleagues.
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favorable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Please apply even if you think you don't have the right skillset as we understand you may not have the expertise or knowledge at the moment but we are fully committed to training you as long as you are committed to learning and prove you have the correct work ethic.
Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd.
You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise.
Where you'll work
Dryson House
York Road Industrial Estate
Wetherby
LS22 7SU
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
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
Training schedule
Financial Services Administrator Level 3 Apprenticeship Standard
Requirements
Essential qualifications
GCSE in:
- English (grade 4)
- Maths (grade 4)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- Organisation skills
- Initiative
About this employer
Financial Adviser Practice at Sheavyn Associates Financial Management Ltd, our aim is to provide exceptional service to both private and corporate clients. We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations. Our clients come from all walks of life and have a wide variety of financial planning needs.
After this apprenticeship
- Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd
- You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise
Roles we can support you with are:
- Senior Administrator
- Paraplanner
- Mortgage and Protection Adviser
- Wealth Adviser
Ask a question
The contact for this apprenticeship is:
SHEAVYN ASSOCIATES FINANCIAL MANAGEMENT LIMITED
Adele
Adele@safm.co.uk
0113 393 5260
The reference code for this apprenticeship is VAC1000350756.
Apply now
Closes on Friday 2 January 2026
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