Financial Services Administration Apprentice

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.

Training

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.

After the apprenticeship

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.