Financial Services Apprentice
Amber River East Anglia
Colchester (CO4 9YQ)
Closes on Tuesday 15 September 2026
Posted on 13 August 2026
Contents
Summary
Supporting in the operation of the East Anglia Hub working alongside the Paraplanners and Independent Financial Advisers providing administration support to ensure delivery of excellent client service.
- Wage
-
£16,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday 9.00am - 5.00pm with 30 minutes unpaid lunch break.
37 hours 30 minutes a week
- Start date
-
Monday 21 September 2026
- Duration
-
1 year 3 months
- Positions available
-
2
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
- Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients
- Arrange client meetings on behalf of the Advisers
- Collate and manage information and facts, preparing documentation for client meetings
- Maintain client contact, keeping them updated on the current position with regards to any ongoing maters on behalf of the Advisers
- Ensure the post meeting processing is completed within deadlines
- Manage LOA end to end process
- Ensure back-office system is maintained detailing all ongoing actions and workflow
Where you'll work
910
The Crescent
Colchester Business Park
Colchester
CO4 9YQ
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
- L3 Financial Services Administrator
- CII CFI exam
- Apprenticeship training delivery virtually with Davies Group / CII
Requirements
Essential qualifications
GCSE 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
- Organisation skills
- Customer care skills
- Administrative skills
- Logical
- Team working
- Initiative
- Non judgemental
- Patience
Other requirements
Candidates will undertake a short online psychometric assessment as part of the recruitment process.
About this employer
Amber River East Anglia provides high-quality, comprehensive independent financial planning advice to individuals, families and businesses from Essex, Suffolk, Norfolk and Cambridgeshire. Since joining Amber River Group we have grown really fast and are extending our footprint in the region with offices currently in Claydon, Colchester and Billericay.
As a result of this strong growth, there are now c.2000 clients receiving outstanding service from one of our 14 highly qualified Independent Financial Advisers.
Amber River East Anglia joined Amber River Group in October 2019 because we each share the same, values-driven approach when it comes to creating bespoke financial plans for people who need our expertise. We call it Life Landscaping® because it gets to the heart of what we do for our clients.
As a Group, we have over 300 IFAs across the Amber River Group, servicing 34,000 clients across 15 regional hub firms (in 30 locations) throughout the UK. Currently, our hub firms are managing £12bn of AUA.
Giving back is also important to us and since 2022, we have raised over £1.1 million to support local and national partners, providing funding to help those in difficult circumstances and improve the environment of our local communities.
https://amberriver.com/offices/amber-river-ipswich-east-anglia/ (opens in new tab)
Company benefits
- 25 days annual leave plus public holidays
- Discretionary new business incentive scheme
- Life cover: 4 x basic salary
- Healthcare cash plan
- Free mortgage advice
- 1 day Community Involvement Leave per annum
- Employee Assistance Programme
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
The aim is provide a long-term career pathway by providing continued professional development and supporting progression through our administrative, paraplanning and financial advice teams dependent on the candidates preferred pathway.
Ask a question
The contact for this apprenticeship is:
DAVIES LEARNING SOLUTIONS LIMITED
The reference code for this apprenticeship is VAC2000048197.
Apply now
Closes on Tuesday 15 September 2026