Apprentice Training and Competency Administrator

Summary

Launch your career in Financial Services with an apprenticeship at an award-winning financial advice company. As part of the training and competency team, you'll gain valuable industry knowledge, skills, and experience while working towards a recognised regulatory qualification—an excellent foundation for your future in the industry.

Wage

£16,000 a year

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Salary will be in the range of £16,000 to £18,000 dependent on experience.

Training course

Financial services administrator (level 3)

Hours

Monday - Thursday 9:00am - 5:30pm, Fridays 9:am-5:00pm.

37 hours a week

Start date

Thursday 12 June 2025

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

Support: Assist Training and Competency Managers and senior Management team
Administration Support: Diary management, maintaining Training & Competence Scheme
Compliance: Provide support with adviser file checks, compliance review meetings, adviser/client observations
Database Management: Various tasks related to the company’s electronic record system
Risk Management: Oversee control systems to prevent or assess risk.
Communication: Liaise with advisers, clients, and external partners
Additional Support: Provide administration support to the adviser team and senior management.

Experience: No prior Financial Services experience required, but a willingness to learn and gain the required qualifications is essential

Where you’ll work

Christine House
Sorbonne Close
Thornaby
Stockton-on-Tees
TS17 6DA

Training

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

College or training organisation

SIMPLY ACADEMY LTD

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

The Financial Services Administrator (Level 3) apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.

Key Learning Outcomes:

A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation

Professional Qualifications:

CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas

To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

Requirements

Essential qualifications

GCSE in:

English, Maths and 3 other subjects (grade 4/C or above)

A Level in:

2 passes (grade D or above)

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
Organisation skills
Customer care skills
Analytical skills
Team working
Time management
Proactive

About this company

Bower is one of the most established and recognised independent companies in the equity release advice space. With advisers based all over the UK, we’re a dynamic group of financial experts who thoroughly understand the market, the economy and the latest regulations – and, most importantly, we know how to use this knowledge and expertise to help our Clients get to where they want to be. Each of our expert advisers work tirelessly to make sure our Clients receive the highest quality financial guidance and support – without any pressure to proceed. In fact, we would rather advise our Clients not to go ahead than provide the wrong product or service.

After this apprenticeship

Opportunities for further training and career development.

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000313655.

Apply now

Closes on Friday 30 May 2025

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

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