Client Services Apprentice
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Company: GREYWOOD FINANCIAL LTD
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Location: St. Albans, AL3 4PQ
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Type: Apprenticeship
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Salary: £17,000.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000019171
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Application Deadline Date: 07/04/2026
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Start Date: 01/07/2026
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Positions Available: 1
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Working Week: Monday - Friday, 9:30am to 5:30pm.
Brief Description
An opportunity to enter the Financial Services industry in a Client Services support role to assist a company director with Mortgage, Insurance and Commercial Finance applications. You'll be helping new and existing clients through the Mortgage & Insurance process as well as booking meetings and liaising with banks.
Training to be Provided
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:
- CeMAP1 - awarded by the London Institute of Banking and Finance (LIBF)
- Completion of CeMAP1 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
Potential to progress to a qualified advisory role or senior client services role.
Vacancy Detail
- Taking initial enquiry calls
- Booking client meetings
- Renaming and saving documents
- Client email and phone updates
- Booking company meetings
- Providing documents & information on applications