Apprentice Customer Support Assistant SN FINANCIAL SERVICES LTD

A Level 3 Apprentice Customer Support Assistant is required. As part of the Customer Support Team, the role will be providing comprehensive customer support services and administration to our clients and advisers. Duties include: providing front-of-house duties – meeting and greeting visitors and providing hospitality.

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Closing date: 21 Jul 2024

Apprenticeship summary

  • Annual wage


  • Working week

    Monday – Friday, 9am to 5pm with 1 hour lunch break.

    Total hours per week: 35.0

  • Expected duration

    17 Months

  • Possible start date

    05 Aug 2024

  • Date posted

    22 Apr 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

SN Financial Services Limited are offering an exciting opportunity for a Customer Support Assistant to join the organisation, based at our head office in Droitwich, Worcestershire.

The successful candidate will embark on an apprenticeship programme to acquire the necessary skills and experiences to work in a dynamic, busy financial services organisation.

We are offering a starting salary of £16,000.  The candidate will be enrolled on this programme which is specifically designed for the financial sector, offering core skills in financial services.

This opportunity is designed as an entry point in to a long-term career pathway in the financial services industry.  We encourage anyone who has an interest in the financial sector, with a commitment to our company to apply.


  • Providing comprehensive customer support services and administration to our clients and advisers.


  • Providing administrative support to all advisers and the wider team
  • Providing front-of-house duties – meeting and greeting visitors and providing hospitality
  • Preparing meeting rooms as required, including refreshments.
  • Answering telephone calls and responding to secure messages through our Personal Finance Portal
  • Booking client meetings on behalf of the advisers
  • Performing office duties including filing and scanning of paperwork, organising incoming and outgoing post
  • Preparing client paperwork as directed
  • Ensuring client files and associated data is accurate and up to date, using our CRM system, Intelliflo Office (no previous experience necessary)
  • Using Intelliflo Office to set up new clients, organise and assist with the completion of tasks, and process client activities for the advisers, ensuring all required identification, files and folders are uploaded
  • Ensuring the office, meeting rooms and kitchen areas are clear and tidy and stocked appropriately whilst maintaining the clear working space policies
  • Any other duties as specified by the directors.

The training you will be getting

  • Financial Services Administrator Level 3
  • Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics
  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII R01 study e-book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional

What to expect at the end of your apprenticeship

We are a growing company and there is the potential for the successful candidate to continue employment at SN Financial Services, subject to both parties’ agreement and business requirements at the time.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills


GCSE or equivalent English (Grade Grade 4(C)) Essential
GCSE or equivalent Maths (Grade Grade 4(C)) Essential

About the employer

We are whole of market financial advisers who provide personalised guidance delivering advice on pensions, investments, mortgages and protection.







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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience


Calvin Goodson

01603 577962

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Before you apply

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