Apprentice Financial Service Administrator

BELLAMY WEALTH MANAGEMENT HOLDINGS LTD

SWINDON (SN4 8DP)

Closes in 18 days (Friday 16 October 2026 at 11:59pm)

Posted on 25 September 2026

Summary

Are you career driven, and want to be a finance professional of the future? Do you have a keen eye for detail and can provide a high-quality level of administrative service to all in the practice, overseeing end-to-end client servicing processes to ensure efficient operations, regulatory compliance, and an excellent client experience.

Wage

£18,200 a year

Minimum wage rates (opens in new tab)

Training course

Financial services administrator (level 3)

Hours

Your working hours will be normal office hours, ranging from 09:00 to 17:00.

35 hours a week

Start date

Monday 2 November 2026

Duration

1 year 1 month

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

This apprenticeship offers you a great opportunity to be trained and mentored by the Client Service Team. Your daily tasks will include:

• Deliver comprehensive administrative support across all client servicing activities.
• Maintain accurate, compliant client records.
• Coordinate pre- and post-client meeting activity, ensuring CRM (Salesforce) is fully updated.
• Manage end-to-end case workflows, ensuring timely progression to completion.
• Deal with distribution of incoming and outgoing post.
• Answer incoming client telephone calls.
• Monitor and order stationery and office supplies.
• Process core transactions (change of address, download wealth accounts) accurately.
• Liaise effectively with advisers, providers, clients, and third parties to progress cases.
• Produce client correspondence and standardised reports.
• Monitor your workload and support workflow prioritisation within the team to assist the client services manager.
• Deliver a professional client experience via phone, written communication, and in person.

Where you'll work

UNIT 4
COPED HALL BUSINESS PARK
ROYAL WOOTTON BASSETT
SWINDON
SN4 8DP

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

SKILLCERT LIMITED

Training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

• Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
• Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
• Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
• Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
• Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
• Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
• Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
• Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
• Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
• Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
• Plan, organise and prioritise own tasks, managing time and resources effectively.
• Identify opportunities for continuous improvement and recommend solutions to improve processes.
• Apply current and developing sustainable principles and techniques relative to role.
• Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
• Work in line with organisational equity, diversity, and inclusion policies.
• Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
• Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
• Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
• Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
• Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
• Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
• Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
• Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
• Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
• Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
• Plan, organise and prioritise own tasks, managing time and resources effectively.
• Identify opportunities for continuous improvement and recommend solutions to improve processes.
• Apply current and developing sustainable principles and techniques relative to role.
• Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
• Work in line with organisational equity, diversity, and inclusion policies.