Financial Services Administrator Apprentice

As an apprentice, you will gain hands-on experience while developing your skills in a real business environment. You will learn alongside experienced staff, supporting day-to-day operations and building the knowledge needed for a successful career in financial services.

Start your career with a modern, growing financial planning firm Gain hands-on experience supporting advisers and paraplanners Build a long-term career with clear progression opportunities Support advisers with day-to-day administration Maintain accurate client records and systems Handle client and provider communication professionally Assist with research and preparation of financial documents Manage data securely in line with regulations Organise and prioritise tasks to meet deadlines Identify and escalate issues where appropriate

What You’ll Learn:

How the financial services industry operates Key regulations including FCA requirements Professional communication and client service skills How an independent financial adviser’s business operates 

Key Learning Outcomes:

Develop a broad understanding of the financial services industry Gain knowledge of key regulatory bodies and their role within the sector Understand the importance of building strong relationships with clients and colleagues Learn core processes and procedures within a financial planning business Build commercial awareness and understanding of how a business operates Develop practical skills and confidence within a professional environment

Training:

Training & Qualification:

Level 3 Financial Services Administrator Apprenticeship Support from Simply Academy with structured learning and revision sessions Study towards RO1 from the Chattered Insurance Institute (CII), a recognised financial services qualification

R01 Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas.

Training Outcome:

Typically, you will begin as an apprentice administrator, building a strong understanding of financial services while supporting the advice process.

Following successful completion of the apprenticeship, there is the opportunity to join the business as a full-time member of the team, where your contribution will be recognised and valued.

As your knowledge and confidence develop, you will have the opportunity to progress into a paraplanning role, taking on greater responsibility for research, report writing, and technical support.

With continued development and completion of professional qualifications, you can progress into a Financial Adviser role, working directly with clients and delivering tailored financial planning advice.

Support and development will be provided throughout each stage of your journey.

Employer Description:

Invest Southwest is an established firm of Independent Financial Advisers, founded in 2007 and providing high quality, independent financial advice to clients across the South West.

We specialise in delivering tailored financial planning solutions, including pensions, investments, protection and estate planning. Our estate planning services, covering trusts, wills and powers of attorney, are further supported by our sister company, Will Management Services, allowing us to offer a comprehensive and joined up approach to client needs.

Our focus is on building long term relationships with clients, delivering clear, professional advice and maintaining the highest standards of service.

Working Hours :
Monday - Friday, 09:00 - 17:00

Skills:
Communication skills,Attention to detail,Organisation skills