Financial Services Administrator Apprentice – Nottingham

Financial Services Administrator Apprentice

The Wilson Organisation



Financial Services Administrator Apprentice
The Wilson Organisation

An opportunity to join a financial services team based in Nottingham to provide administrative support to our clients and our financial services team. This role will allow the candidate to develop financial knowledge and grow and develop within our family run business and the wider industry and gain a level 3 finance admin via Babington.

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Closing date: 27 Mar 2023

Apprenticeship summary

Annual wage


Working week

Monday to Friday 9am – 5.15pm with 1 hour 15 minutes for lunch.

Total hours per week: 35

Expected duration

18 Months

Possible start date

11 Apr 2023

Date posted

4 days ago


1 miles

Apprenticeship level


Level 3 (A level)

Reference number



1 available

What will the apprentice be doing?

As an apprentice your duties will include:

  • Supporting the finance advisors and account directors ensuring that documentation is accurately prepared in advance of meetings.
  • Carry out all aspects of internal administration ensuring that client files and records are set up within timescales and in accordance with data standards and compliance obligations.
  • Ensure that new business is dealt with promptly and liaising with customers.
  • Assist clients with queries and updates.
  • Liaise with providers promptly and efficiently.
  • Act on and reply to emails, post and telephone calls within the appropriate timescales.
  • Carry out all system procedures and policies as directed.
  • Understand and gain knowledge of Financial Conduct Authority regulations and Wilson’s rules and requirements and ensure you comply to these when working.

What training will the apprentice take and what qualification will the apprentice get at the end?

  • Level 3 Financial Services Administrator delivered via virtual learning platform with virtual classrooms and 121 skills coach support.
  • CF1 and LP2 exams included.
  • Functional Skills Level 2 in Maths and English if required.

What is the expected career progression after this apprenticeship?

Opportunity to progress to technical role and or financial adviser within organisation.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Logical, Team working, Positive attitude, Keen to learn, Eager for a career in finance


GCSE or equivalent Maths and English or equivalent (Grade 4 / C / Pass) Essential

Things to consider

Relaxed dress code. Office located in centre of Nottingham.

About the employer

Based in Nottingham, we provide pension, investment and protection advice to businesses and individuals across the UK.Wilsons is committed to its community, people and clients – and to reducing the impact it has on the environment.

We are strongly committed to the family business sector, celebrating its successes and helping its leaders succeed in what can often be quite lonely roles. In 2009 we created the Midlands Family Business Awards to shine a light on these businesses and their inspirational leaders, they remain the UK’s only independent not-for-profit Awards for family businesses. The Awards have raised over £40,000 for our region’s charities and we are proud of the ethical, friendly and supportive community we have created.


The Wilson Organisation






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Training provider



Jacqui Norris

[email protected]

Apprenticeship standard

Financial services administrator
Level 3 (A level)

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