Client Support Lead Apprentice
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Company: Dynamnic Financial Planning
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Location: Buckinghamshire, HP17 8JB
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Type: Apprenticeship
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Salary: £27,000.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000029242
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Application Deadline Date: 05/06/2026
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Start Date: 15/06/2026
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Positions Available: 1
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Working Week: Flexible working, but typically 9.00am - 5.00pm Monday to Friday with half an hour for lunch.
Brief Description
Start your career at Dynamic Financial Planning: a friendly, high-standard team guiding families with calm, clear and expert planning. We invest in people for the long term, with training, feedback and increasing responsibility as you grow.
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
- This is a long-term role with progression
- We will support all exams and related training to the end of level 4 and for the right candidate beyond. Client Support can be level 4 qualified and we will encourage that progression as well as personal skills
Vacancy Detail
Duties will include:
- Keeping clients updated on progress and answering straight forward administrative questions
- Contacting pension providers, platforms and other third parties to request information and updates
- Preparing documents and meeting packs for client appointments (for example pensions and ISAs)
- Processing new business and ongoing changes, and tracking cases until they are completed
- Keeping client records accurate and up to date
- Managing routine emails and letters
- Chasing information when things stall or are delayed
- Helping organise meetings and diaries
- Keeping on top of the wider teams tasks
The work is structured and process-driven.
Getting details right matters, but you will be shown how to do things properly and supported while you learn.
Other Information
This is a trainee role designed for someone at the start of their career. You do not need experience in financial services. What matters is that you are organised, careful with detail, and willing to learn how a professional financial planning firm works. You need to enjoy seeing people thrive and live their best lives.
You will work in the office for usually at least three days each week once fully trained and experienced, alongside experienced administrators, paraplanners and the adviser. You will also have contact with clients as part of your role, once you are comfortable doing so.
At the beginning, you will be learning systems, processes, and how different pieces of work and advice fit together – it’s a big jigsaw puzzle with every client unique. Over time, as you gain confidence, you will take on more responsibility and become a trusted part of the team and trusted by our clients.
We are in a rural location (HP17 8JB). The candidate needs to live within a maximum of 30 minutes of the office during standard morning traffic.