Client Services Apprentice

Summary

This role is designed to provide a structured development pathway into Client Lifecycle Management (CLM), combining hands-on experience in client onboarding, regulatory compliance, data, technology and business transformation with a recognised Level 3 Financial Services Administrator Apprenticeship.

Wage

£28,000 a year

Training course

Financial services administrator (level 3)

Hours

Monday- Friday, usual office hours

37 hours a week

Start date

Monday 2 November 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

As a Level 3 Client Lifecycle Management Apprentice, you'll gain hands-on experience supporting the onboarding of new clients, maintaining regulatory compliance, and delivering an excellent client experience. You'll learn about key areas such as client onboarding, KYC, AML, client reviews, operational reporting, and process improvement, building the knowledge and skills needed for a successful career in financial services.

Working alongside teams across Relationship Management, Compliance, Legal, and Operations, you'll contribute to a range of projects, including digital transformation, AI, and workflow automation initiatives, while developing valuable professional, technical, and communication skills.

Where you'll work

30 Old Bailey
London
EC4M 7AU

Training

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

Training provider

FITCH LEARNING LIMITED

Training course

Financial services administrator (level 3)

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.

Training schedule

This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

More training information

• A structured apprenticeship programme leading to a recognised Level 3 Financial Services Administrator qualification
• Personalised Guidance and Mentorship: Support from experienced colleagues, managers and apprenticeship skills coaches
• Professional development programme covering AI, Python, process automation, Excel, financial markets, ESG, business communication, stakeholder management, and career development

Requirements

Desirable qualifications

A Level in:

2-3 A Levels (grade C 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
• Organisation skills
• Problem solving skills
• Administrative skills
• Team working