Financial Services Administration Apprentice
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Company Lawrence Clarke Financial Planning
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Provider SIMPLY ACADEMY LTD
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Location HAMPSHIRE, PO15 5TD
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Type Apprenticeship
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Salary £18,000.00 per year
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Sector Legal, finance and accounting
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Ref NAS-2000063808
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Application Deadline Date 11/12/2026
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Start Date 04/01/2027
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Positions Available 1
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Working Week Monday - Friday 9.00am - 5.00pm
Brief Description
Start your career in financial services with Lawrence Clarke Financial Planning. Join our supportive team as an apprentice, gain hands-on experience, and work towards a recognised qualification. You’ll support planners, learn about pensions, investments, protection, and financial planning processes.
Training to be Provided
Level 3 Financial Services Administrator apprenticeship standard.
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.
Future Prospects
Successful apprentices will have the opportunity to progress within the business, including the chance to undertake a Level 4 Paraplanner Apprenticeship. This next step offers deeper technical knowledge and the potential to move into a more analytical and client-focused role, supporting financial advisers with research, report writing, and financial planning strategies.
Vacancy Detail
Key Responsibilities:
- Assist with client communications, both written and verbal
- Help prepare documents and reports for client meetings
- Maintain accurate records and update client information
- Support the processing of applications and policy administration
- Learn about financial products, compliance, and industry regulations
- Contribute to a positive and professional office environment
What We Offer:
- Full training and support towards a Level 3 Financial Services
- Administrator apprenticeship
- A welcoming, team-oriented workplace
- Opportunities for progression and long-term career development
- A chance to make a real difference in clients’ financial futures
Start your career with a company that values integrity, learning, and personal growth. Join Lawrence Clarke Financial Planning and take your first step into the world of financial advice.