Client Services Apprenticeship
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Company: MONEYWEB LTD
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Location: EAST AYTON, YO13 9HD
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Type: Apprenticeship
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Salary: Apprenticeship Minimum Wage
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Sector: Business and administration
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Ref: NAS-2000046209
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Application Deadline Date: 18/09/2026
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Start Date: 05/10/2026
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Positions Available: 1
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Working Week: Monday to Thursday 08.40- 17.00 Friday 08.40- 16.00
Brief Description
A local business based near East Ayton; Scarborough is seeking an apprentice to join their successful team. As a Client Services Apprentice, you will be responsible for the day-to-day running of client files. This is a fantastic opportunity for someone to develop a career in administration.
Training to be Provided
Level 3 Business Administrator apprenticeship standard:
This is an Advanced Apprenticeship in Business Administration and will include a combination of on and off the job training in the workplace. You will have monthly mentoring and guidance at work from a Craven College Learning & Development Advisor and monthly online seminars.
After approximately 18-months you will be entered to undertake an End Point Assessment, to complete your apprenticeship.
Future Prospects
- On completion of the program, the apprentice will have the opportunity to obtain permanent employment and further training to enhance their skills and increase their responsibilities
Vacancy Detail
- Answering the telephone including taking messages
- Dealing with clients/visitors on arrival at the office
- Making teas and coffees for all staff, client’s and visitors during the day
- Empty bins and maintaining cleanliness of the office
- Photocopying and scanning as required
- Sorting and franking post and ensuring it is taken to the post office
- Data input, valuations, reviews, fees and administration of the company database as required
- Completing Top Up’s, Fund Switches and Unit Trust to ISA movements to the firm’s standard
- Keeping client’s electronic files maintained to the firm’s standard, fFollowing the procedures as set out in the firms various Manuals and Annual Plans
- Complying with the rules as set out by the FCA
- General administration works as required by the Director, Financial Adviser’s and Practice Manager including assistance in preparing clients files and general upkeep of them
Other Information
The opportunity is not on a bus route, so please consider how you would get to and from work.