About
Employer description
Woodward Markwell has been established for over 40 years, prospering by placing the needs and requirements of our clients at the heart of our business. Established in 1982, we have steadily grown within the marketplace, amassing a wealth of experience and knowhow within financial advising. To ensure we deliver meaningful and appropriate advice, we establish the aims, requirements and objectives of each and every client.
Main description
An ideal entry point for a career in the Financial Services Sector, with progression routes leading to a number of roles with full professional qualifications. Working with our team to provide exceptional administrative levels of support to our clients and the wider business.
What you'll do at work
Working as part of the administration team you will be an integral part of our company, providing great service to our customers and support to your colleagues. Duties will include:
- Post administration
- Updating back office systems
- Requesting, chasing and verifying information
- Dealing with clients and providers via email, telephone and post
- Assist the administration team with general administrative duties
- Assist with the company as a whole with general office administrative duties as and when required
Training to be provided
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SKILLS EDGE TRAINING LTD
Training course
Financial services administrator (level 3)
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SKILLS EDGE TRAINING LTD
Training course
Financial services administrator (level 3
Training schedule
Training is completed online based at the employers address.
More training information
Fnancial Services Administrator Level 3 Apprenticeship Standard:
Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII R01 study e-book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors
All workshops recorded and available on-demand
Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
Entry Requirements
Essential qualifications GCSE in: 5 Subjects including maths and English (grade 4)
Desirable qualifications A Level in: 3 Subjects (grade Pass)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills required
- Communication skills
- IT skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Analytical skills
- Team working
- Initiative
Future prospects
Opportunities to progress to Senior Administrator or Independent Financial Adviser for the right candidate
Closing Date
The closing date for this job offer is on 17/10/2025
Salary
£17,500 a year
Location
This job is located in Ipswich, Suffolk
How to Apply
About West Suffolk College
West Suffolk College is an ambitious vocational and academic College, with a stunning main campus set in the heart of Bury St Edmunds. We are committed to providing outstanding education to all our students.
