Financial Planning Administration Apprentice

Government jobs, apprenticeship; Blackburn; On-site; GBP 14,000 - 24,000; Full time

Job summary

A dynamic financial services firm in Blackburn is seeking an apprentice for its Financial Planning program. The role offers a combination of on-the-job experience and formal training, requiring GCSEs in English and Maths. Successful candidates will gain valuable skills in client communication and financial administration while working towards a Level 3 qualification. The apprenticeship provides a supportive learning environment with excellent growth opportunities.

Benefits

25 days holiday per annum + bank holidays

Employer pension contribution of 8%

Weekly flexi time

Overtime

Paid sick leave

Hybrid working options

Responsibilities

• Respond to client queries with support from line manager.
• Work on small client portfolio to support financial advisers.
• Complete valuations in a timely manner.
• Ensure client files are compliant and proactive.
• Assist with Financial Planning team duties.

Skills

Communication skills

IT skills

Attention to detail

Organisation skills

Customer care skills

Problem solving skills

Administrative skills

Number skills

Analytical skills

Logical

Team working

Initiative

Education

GCSEs: English (grade 5 or above)

GCSEs: Maths (grade 5 or above)

Job description

Overview

Summary: Voted in the UK Top 50 SME Apprenticeship Employers Rankings, you will be joining our apprenticeship programme which will give you the skills and support you need to unlock a future full of new opportunities and experiences within the world of Financial Planning. You will enjoy a combination of on-the-job learning and structured training.

Wage and hours

Wage: £14,231.75 to £23,015.85, depending on your age

National Minimum Wage: Check minimum wage rates (opens in new tab)

Apprentice\'s salaries and promotions are typically reviewed after the first 12 months, as well as regularly reviewed thereafter following performance and exam success.

Training

Training course: Financial services administrator (level 3)

Hours: Monday - Friday, shifts to be confirmed. 36 hours 15 minutes per week

Start date: Tuesday 1 September 2026

Duration: 3 years

Position

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

Our Financial Planning apprenticeship programme is an ideal opportunity for enthusiastic individuals, educated to at least GCSE or A Level, who want to gain a professional qualification within the Wealth Management profession and progress their career within an apprenticeship framework.

• Respond to client queries with support from line manager
• Work on small client portfolio to support financial advisers with processing new and ongoing work
• Complete valuations in a timely manner
• Complete workflows within appropriate timescales
• This would include smartsearches, running Attitude to Risk Questionnaires (ATR's), creating new clients on the Intelliflo system, chasing providers for requested information, ensuring client files are compliant etc.
• Processing new work, dealing with clients money including trading funds
• Gaining knowledge and understanding processes when working with Pensions, Investments and Protection
• Greet clients for in office client meetings
• Assist with Financial Planning team duties

Where you\'ll work

GREENBANK TECHNOLOGY PARK
CHALLENGE WAY
BLACKBURN
BB1 5QB

Training and learning

Training provider: DAVIES LEARNING SOLUTIONS LIMITED

Training course: Financial services administrator (level 3)

What you\'ll learn:

• Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to \'Treating Customers Fairly\' principles at all times
• Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills
• Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
• Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Training schedule

• You\'ll be working towards a Financial services administrator Level 3 apprenticeship standard. The role is on site at our Blackburn office, the study element is remote distance learning
• PM+M believes that its most valuable resource is its team members
• The continued success of the organisation depends upon having highly motivated people with proper skills in the right job at the right time. We recognise the need to offer all team members a clear path of progression within the business
• Therefore as part of this programme, we will provide a study package towards Financial Services Administrator Level 3
• We will include the relevant study leave as part of this, and will mentor you through your qualification journey. Once the qualification has been achieved we would look at further training opportunities to help develop your career
• We also provide a complementary range of internal training opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm
• We have 6 monthly reflect and act conversations to ensure your development is on track, with optional monthly 1-2-1s. You will also have a buddy and opportunity for a mentor
• We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North West firm of finance professionals

Requirements

Essential qualifications:

• GCSEs: English (grade 5 or above)
• GCSEs: Maths (grade 5 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
• Problem solving skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Initiative

About this employer

We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that. We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.

https://www.pmm.co.uk/ (opens in new tab)

Company benefits

25 days\' holiday per annum + bank holidays. On site free parking. Employer pension contribution of 8%. Weekly flexi time. Overtime. Hybrid working. Dress for your day policy and dress down Fridays. Paid sick leave. Plus more

After this apprenticeship

• Once the Level 3 qualification has been achieved we would look at further training opportunities to help develop your career, such as the CII

Apply and dates

The contact for this apprenticeship is:

DAVIES LEARNING SOLUTIONS LIMITED

[e-mail]

The reference code for this apprenticeship is VAC1000347955.

Closes on Thursday 8 January 2026

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