Apprenticeship - Office administrator for Financial Services

BESPOKE FINANCIAL GUIDANCE LTD

EXETER (EX2 8WA)

Closes in 26 days (Wednesday 30 April 2025 at 11:59pm)

Posted on 26 March 2025


Summary

Local financial advisory firm requires a Financial Administrator to support a team of Financial Advisers and Paraplanner to assist with essential administration needs.

Wage

£15,704 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

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A review to be held every 6 months. Potential for additional bonuses.

Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 09:00 - 17:00

40 hours a week

Start date

Monday 26 May 2025

Duration

2 years

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

  • Coordinating office activites and working with a Senior Administrator and in house Financial Advisers
  • Handling internal and expernal phone calls and correspondence
  • Overseeing day-to-day office functioning
  • Provide support to Management
  • Use of CRM systems, data input and output
  • Preparation and working with third parties to assist in client reporting
  • Filing and scanning documents
  • The use of third parties software

Where you’ll work

7 OAKTREE PLACE
MANATON CLOSE
MATFORD BUSINESS PARK
EXETER
EX2 8WA

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

EXETER COLLEGE

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents
  • Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
  • Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
  • Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
  • Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

  • Financial Services Administrator Level 3 Apprenticeship Standard
  • All training to be provided at 7 Oaktree Place,  Exeter EX2 8WA
  • Online and assisted with third parties

Requirements

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Administrative skills
  • Analytical skills
  • Team working
  • Initiative

About this company

Bespoke Financial Guidance Ltd is an established financial planning practice and established for over 18 years. Providing advice to clients throughout the UK. We are part of a FTSE 100 company and the largest network of Financial Advisers in the UK.

http://www.bfgltd.co.uk (opens in new tab)

Company benefits

Contributory company Group Pension Scheme. Private Medical Insurance scheme,

After this apprenticeship

  • An excellent opportunity to progress to either a Paraplanner or Financial Planner specialising in certain areas specific to Financial Planning,  for both individual and corporate clients

Ask a question

The contact for this apprenticeship is:

BESPOKE FINANCIAL GUIDANCE LTD

Scott Lavis

scott.lavis@sjpp.co.uk

01392 829340

The reference code for this apprenticeship is VAC1000312143.

Apply now

Closes in 26 days (Wednesday 30 April 2025 at 11:59pm)

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