Client Services Administrator Apprentice

About the Role

This is an exciting opportunity to gain hands-on experience in the financial planning sector while working towards nationally recognised qualifications. You’ll be an important part of our team—supporting advisers and helping keep everything running smoothly behind the scenes.

Key Responsibilities

As a Client Services Administrator Apprentice, you’ll:

Support advisers with day-to-day client administration Prepare and process client documents and correspondence Maintain accurate client records and back-office systems Handle incoming calls, emails, and post professionally and promptly Assist with appointment scheduling and diary management Liaise with providers to obtain quotes and valuations Follow compliance procedures and maintain confidentiality Learn about financial products, services, and industry regulations

Training:

The Financial Services Administrator 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:

·        R01 - awarded by The Chartered Insurance Institute (CII)

Completion of R01 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.

Training Outcome:

At Deans Wealth Management, your apprenticeship is just the beginning. We’re committed to helping you grow—offering clear progression routes into roles like Paraplanner, Client Relationship Manager, or even Financial Adviser. With ongoing training and real responsibility, your career can really take off here.

Employer Description:
We look after our clients in a way many other firms choose not to. We focus on getting to know our clients and what they want to achieve at every stage of there life. Then, we have there back when it comes to all things financial. From tax planning and investment strategies to exiting their business or planning for retirement, we make sure their finances are always working hard for them. Your future shouldn’t be left to chance. We create financial plans for life.

Working Hours :
Monday to Friday, 8.45am - 5.00pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Friendly,Eager to learn,Reliable,Responsible