Financial Services Administrator Apprentice
-
Company: INVEST SOUTHWEST LTD
-
Location: TA1 1RZ
-
Type: Apprenticeship
-
Salary: £17,000.00 per year
-
Sector: Legal, finance and accounting
-
Ref: NAS-2000028026
-
Application Deadline Date: 22/05/2026
-
Start Date: 08/06/2026
-
Positions Available: 1
-
Working Week: Monday - Friday, 09:00 - 17:00
Brief Description
A very exciting opportunity to join a professional, ambitious and growing firm where you will gain real, hands-on experience from day one. This is a rare opportunity to build a long-term career in financial services, with the support and development needed to progress within the industry.
Training to be Provided
Training & Qualification:
- Level 3 Financial Services Administrator Apprenticeship
- Support from Simply Academy with structured learning and revision sessions
- Study towards RO1 from the Chattered Insurance Institute (CII), a recognised financial services qualification
R01 Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas.
Future Prospects
Typically, you will begin as an apprentice administrator, building a strong understanding of financial services while supporting the advice process.
Following successful completion of the apprenticeship, there is the opportunity to join the business as a full-time member of the team, where your contribution will be recognised and valued.
As your knowledge and confidence develop, you will have the opportunity to progress into a paraplanning role, taking on greater responsibility for research, report writing, and technical support.
With continued development and completion of professional qualifications, you can progress into a Financial Adviser role, working directly with clients and delivering tailored financial planning advice.
Support and development will be provided throughout each stage of your journey.
Vacancy Detail
As an apprentice, you will gain hands-on experience while developing your skills in a real business environment. You will learn alongside experienced staff, supporting day-to-day operations and building the knowledge needed for a successful career in financial services.
- Start your career with a modern, growing financial planning firm
- Gain hands-on experience supporting advisers and paraplanners
- Build a long-term career with clear progression opportunities
- Support advisers with day-to-day administration
- Maintain accurate client records and systems
- Handle client and provider communication professionally
- Assist with research and preparation of financial documents
- Manage data securely in line with regulations
- Organise and prioritise tasks to meet deadlines
- Identify and escalate issues where appropriate
What You’ll Learn:
- How the financial services industry operates
- Key regulations including FCA requirements
- Professional communication and client service skills
- How an independent financial adviser’s business operates
Key Learning Outcomes:
- Develop a broad understanding of the financial services industry
- Gain knowledge of key regulatory bodies and their role within the sector
- Understand the importance of building strong relationships with clients and colleagues
- Learn core processes and procedures within a financial planning business
- Build commercial awareness and understanding of how a business operates
- Develop practical skills and confidence within a professional environment