Client Support Lead Apprentice
Dynamnic Financial Planning
Buckinghamshire (HP17 8JB)
Closes in 24 days (Friday 5 June 2026 at 11:59pm)
Posted on 11 May 2026
Contents
Summary
Start your career at Dynamic Financial Planning: a friendly, high-standard team guiding families with calm, clear and expert planning. We invest in people for the long term, with training, feedback and increasing responsibility as you grow.
- Wage
-
£27,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Flexible working, but typically 9.00am - 5.00pm Monday to Friday with half an hour for lunch.
37 hours 30 minutes a week
- Start date
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Monday 15 June 2026
- 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
Duties will include:
- Keeping clients updated on progress and answering straight forward administrative questions
- Contacting pension providers, platforms and other third parties to request information and updates
- Preparing documents and meeting packs for client appointments (for example pensions and ISAs)
- Processing new business and ongoing changes, and tracking cases until they are completed
- Keeping client records accurate and up to date
- Managing routine emails and letters
- Chasing information when things stall or are delayed
- Helping organise meetings and diaries
- Keeping on top of the wider teams tasks
The work is structured and process-driven.
Getting details right matters, but you will be shown how to do things properly and supported while you learn.
Where you'll work
The Stables
Manor Courtyard Aston Sandford
Buckinghamshire
HP17 8JB
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
- 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
Training & Qualification:
- Level 3 Financial Services Administrator Apprenticeship
Support from Simply Academy with structured learning and revision sessions - Study towards RO1 from the Chattered Insurance Institute (CII), a recognised financial services qualification
- R01 Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas
Requirements
Essential qualifications
GCSE in:
Degree 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
- Attention to detail
- Customer care skills
- Team working
- can act with autonomy
Other requirements
This is a trainee role designed for someone at the start of their career. You do not need experience in financial services. What matters is that you are organised, careful with detail, and willing to learn how a professional financial planning firm works. You need to enjoy seeing people thrive and live their best lives.
You will work in the office for usually at least three days each week once fully trained and experienced, alongside experienced administrators, paraplanners and the adviser. You will also have contact with clients as part of your role, once you are comfortable doing so.
At the beginning, you will be learning systems, processes, and how different pieces of work and advice fit together – it’s a big jigsaw puzzle with every client unique. Over time, as you gain confidence, you will take on more responsibility and become a trusted part of the team and trusted by our clients.
We are in a rural location (HP17 8JB). The candidate needs to live within a maximum of 30 minutes of the office during standard morning traffic.
About this employer
Dynamic Financial Planning is an independent financial planning firm working mainly with families who are close to, or already in, retirement. This also includes working with trusts and trustees.
Guiding clients calmly and clearly, over many years, so they feel confident about their choices.
We are a small, growing firm. That means you are not a small cog in a large machine. People notice your work, rely on it, and genuinely appreciate it. You will build deep relationships with our clients over time and take the time to get to know them.
https://dynamic-fp.co.uk/ (opens in new tab)
Company benefits
- Potential bonus every quarter
After this apprenticeship
- This is a long-term role with progression
- We will support all exams and related training to the end of level 4 and for the right candidate beyond. Client Support can be level 4 qualified and we will encourage that progression as well as personal skills
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000029242.
Apply now
Closes in 24 days (Friday 5 June 2026 at 11:59pm)