Apprenticeship - Office administrator for Financial Services – Find an apprenticeship

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 3 days (Wednesday 30 April 2025 at 11:59pm)

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Apprenticeship - Office administrator for Financial Services

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