Client Services Administration Apprentice

About the role

This apprenticeship offers a fantastic opportunity to join Taylor Money as a Client Services Administration Apprentice and embark on a rewarding career in financial services. You will gain valuable administration and communication skills within a supportive team environment, while contributing to the delivery of excellent client service. This role is ideal for an organised, motivated, and eager individual looking to learn.

As an apprentice, you will be at the core of business operations, supporting the Client Services team with essential day-to-day administration. This practical and varied role will provide insights into how a financial services business functions, enabling you to develop your administrative and communication capabilities. You will learn to interact with colleagues, clients, and external parties, building confidence and knowledge under the guidance of experienced teams. Key responsibilities include client communications, meeting preparation, business processing, diary management, CRM updates, and general office administration, with a focus on supporting wealth managers and paraplanners. The ideal candidate will possess a positive attitude, strong attention to detail, excellent communication skills, and a willingness to learn.

Entry requirements

• GCSE Maths and English grade 4/C or above

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