Financial Services Apprentice
Trinity View Wealth Partners Limited · PETERBOROUGH, UK
- Salary
- £15,600 a year
- Level
- Level 3
- Duration
- 1 Year 2 Months
- Closes
- 14 Oct 2026
- Qualification
- Level 3 Financial Services Admin Apprenticeship
- Training provider
- WORKPAYS LIMITED
About the role
Trinity View Wealth Partners Limited is offering a fantastic opportunity for an individual looking to build a career in financial services. This apprenticeship provides a pathway for growth within a dynamic financial services company. The apprentice will gain hands-on experience by liaising with investment and pension providers to collect client information, supporting advisers with research for client reports, and communicating with clients to provide work progress updates. Responsibilities also include handling telephone calls and general enquiries. This role is ideal for someone seeking career progression, with opportunities to potentially advance to roles such as a financial adviser, mortgage adviser, or paraplanner within the company.
Entry requirements
- GCSE English and Maths at Grade B or equivalent. Strong communication, attention to detail, organizational, customer care, problem-solving, administrative, numerical, analytical, and logical skills are essential. The candidate should also possess teamwork, initiative, and a non-judgemental attitude.
More apprenticeships like this
- Accountancy Apprenticeship - AAT at HARDCASTLE BURTON LLP, HERTS, UK
- Apprentice Finance Assistant at University of Oxford, Headington, Oxford
- Accounts Apprentice at COURTEENHALL FARMS T/A COURTEENHALL ESTATES, NORTHAMPTON, UK
- Virtual Finance Apprenticeship Programme at Mercer & Hole LLP, Hertfordshire, UK
- 2027 Finance Apprentice - Templecombe at THALES UK LIMITED, Templecombe, UK
- 2027 Finance Apprentice - Crawley at THALES UK LIMITED, Crawley, UK
- Payroll Apprentice at Equal Lives, NR1 1BT
- AAT Management Accountant Apprenticeship at New Technology Group Holdings PLC, Chorley