Apprentice Financial Services Administrator
SUITABLE MONEY ADVICE LTD
Poole (BH12 5AG)
Closes in 13 days (Friday 11 September 2026 at 11:59pm)
Posted on 28 August 2026
Contents
Summary
Learn on the job in this exciting role, with a great team and future prospects.
- Wage
-
£18,720 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday. 9am - 5pm
1 hour lunch break
35 hours a week
- Start date
-
Wednesday 7 October 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
As you work through the course you will develop a broad
knowledge of financial products with on-the-job training,
working closely with our Planners, assisting them with new
business, client contact, research and much more.
You will also work closely with our Estate Planning department,
assisting with administration and client contact, with the
opportunity to learn about Wills, LPAs and Trusts.
Some of what you will do with us:
- Assist with Research for pensions, investment and protection business
- Assist with New Business for investments, pensions and protection policies
- Laise with Providers for full data gather
- Provide assistance to our Planners
- Assist with annual reviews
- Assist with Estate Planning on Wills, LPAs and Trusts documents administration
- General Administration duties as part of the team
Where you'll work
Branksome House Discovery Court
551 553 Wallisdown Road
Poole
BH12 5AG
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
- 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
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation
SKILLS EDGE TRAINING LTD
Your training course
Financial services administrator
Equal to Level 3 (A level)
Your training plan
Training is completed online based at the employer's address.
More training information
Financial Services Administrator Level 3 Apprenticeship Standard:
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- All workshops recorded and available on demand
- Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
- Exam tips, tricks, and strategies
- Regular tutorials and assessments from an experienced financial services professional
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
- Organisation skills
- Administrative skills
- Team working
- Initiative
Other requirements
Probation period of six months with a pay review after this time
About this employer
We are three separate businesses under Suitable Life:
Suitable Money Advice - Financial Advisors
Suitable FinLife - Financial and Life Planners
Suitable Legacy - Estate Planners
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Many opportunities can arise dependent on the way you wish to
advance in your career – Paraplanner, Estate Planning, Life
Planner even Financial Advisor!
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
James Miller
james.miller@skillsedge.co.uk
03333583559
The reference code for this apprenticeship is VAC2000050529.
Apply now
Closes in 13 days (Friday 11 September 2026 at 11:59pm)