Client Services Administrator Apprentice

Summary

Completion of business tasks & processing for advisers. Ensure advisers & clients are prepared for meetings & that queries & tasks are completed in a timely fashion to a high standard. The position requires excellent organisational skills, accuracy, a positive attitude & a passion to deliver an outstanding service.

Wage

£15,184 to £24,123.58, depending on your age

National Minimum Wage

£375.00 per week (minimum wage for 18+)

Training course

Financial services administrator (level 3)

Hours

Monday to Thursday: 8.30am to 5pm, Friday: 8.30am to 4pm.

36 hours 30 minutes a week

Start date

Monday 7 September 2026

Duration

1 year

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

Purpose: To ensure that client appointments are managed properly and all necessary pre- and post-meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.   

Duties (not limited to):

• Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
• Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems
• To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings
• Create and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to
• Generate correspondence to clients, including post review letters
• Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
• Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions
• Prepare business submission documents, for onward allocation to the Paraplanning team
• Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
• Managing own and shared mailboxes in a timely and professional manner
• Giving clients a professional welcome from our reception desk for meetings held onsite
• Prioritising and managing own workload
• Obtaining and maintaining a good knowledge of products offered
• Managing own learning and development, attending relevant training sessions where needed
• Provide cover for other team members upon request as per the business need
• To uphold the standards of the client service charter
• Participation in team meetings

Where you'll work

The Cowshed
Clive Farm Buildings, Clive Road
Pattingham
Wolverhampton
WV6 7EN

Training

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

Training provider

SKILLS EDGE TRAINING LTD

Training course

Financial services administrator (level 3)

What you'll learn

• 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.

Training schedule

An apprenticeship includes regular training with a college or other training organisation. A set amount of your working hours will be spent training or studying.

College or training organisation - Skills Edge Training Ltd.

Your training course - Financial Services Administrator, equal to Level 3 (A level).

More training information

More training information:

You will achieve the Financial Services Administrator Apprenticeship Standard:

• Develop the knowledge, skills and behaviours of successful Financial Services Administrators
• Regular seminar
• All seminars recorded and available on demand
• Interactive chat, forums and class notebooks for real-time support and assistance from experienced financial services professionals
• Regular tutorials and assessments from an experienced financial service professional

Requirements

Essential qualifications

GCSE in:

Maths and English (grade 6/B or above)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Administrative skills
• Team working
• Accuracy
• Able to prioritise

Other requirements

DBS and employment checks will be carried out prior to offer.