Apprentice Financial Service Administrator
BELLAMY WEALTH MANAGEMENT HOLDINGS LTD · SWINDON, UK
- Salary
- £18,200 a year
- Level
- Level 3
- Duration
- 1 Year 1 Month
- Closes
- 16 Oct 2026
- Qualification
- Level 3 Apprenticeship
- Training provider
- SKILLCERT LIMITED
About the role
This apprenticeship offers a fantastic opportunity to become a finance professional of the future within Bellamy Wealth Management Holdings Ltd. The role focuses on providing high-quality administrative service, overseeing end-to-end client servicing processes to ensure efficient operations, regulatory compliance, and an excellent client experience. You will be trained and mentored by the Client Service Team, handling tasks such as maintaining accurate client records, coordinating meetings, managing case workflows, processing transactions, and liaising with clients and providers. This is a work-based apprenticeship with all training and support provided in the workplace, with excellent career progression opportunities towards becoming a Financial Planner and potentially a Chartered Finance Professional.
Entry requirements
- GCSE English and Maths at grade 4-9. Desired: GCSE ICT at grade 4-9, A Level Finance at grade 4-9, Pass in T Level Administration or Finance.
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