Financial Services Apprentice
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Company: Trinity View Wealth Partners Limited
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Location: PETERBOROUGH, PE6 0AJ
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Type: Apprenticeship
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Salary: Apprenticeship Minimum Wage
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Sector: Legal, finance and accounting
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Ref: NAS-2000056485
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Application Deadline Date: 14/10/2026
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Start Date: 23/11/2026
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Positions Available: 1
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Working Week: Monday- Friday 9am- 5pm
Brief Description
We are offering an apprenticeship for an individual who is looking to grow their career in financial services. We are a growing financial services company with a great opportunity for career progression.
Training to be Provided
- Training to be delivered remotely by Workpays.
- They will receive a Level 3 Financial Services Admin Apprenticeship on completion
- All training will be done in the office by our Practice Manager
- The training will be on the job training and will be based on what tasks need completing by the business
Future Prospects
Within the company there is the ability to progress all the way to a financial adviser. We fully support the progression of any employee and as long as they show the ability and work ethic to progress, we will support them. We have other functions like mortgage adviser and paraplanner available in the business and would be open to other training schemes / apprenticeships.
Vacancy Detail
- Liaising with investment and pension providers to gather necessary client information
- Support advisers with investment and pension research to assist with their client reports
- Liaise with clients to keep them updated on the progress of their work
- To answer telephone calls and support with general enquiries