Financial Services Apprentice
CROFT AND OAKES FINANCIAL PLANNERS LTD
Role overview
About this role
We are seeking graduates or A-level leavers to join our apprenticeship pathway from administration to Trainee Financial Adviser within 3–4 years. You will gain hands-on experience across financial services, supported by colleagues and directors in a company that values growth, development and internal progression.
Job details
Compensation
Paid opportunity
Closing date
26 June 2026
Working hours
Monday to Friday, 9am to 5pm.
Standard
Financial services administrator (level 3)
Level 3Location
Suite 7 Business Development Centre, Stafford Park 4, Telford, TF3 3BA
Posted
29 May 2026
Company
CROFT AND OAKES FINANCIAL PLANNERS LTD
CROFT AND OAKES FINANCIAL PLANNERS LTD operates in financial services, where accuracy, trust, regulation, data, and customer outcomes are central to the work.
Quick actions
Role insight
Preparing for CROFT AND OAKES FINANCIAL PLANNERS LTD
Strong applications usually show attention to detail, clear communication, numeracy, integrity, and an interest in how financial services help people or businesses.
- Prepare an example involving accuracy, responsibility, or handling sensitive information.
- Explain financial or technical ideas in plain English.
- For technology roles, link your projects to secure, reliable customer platforms.
Role overview
About this role
We are seeking graduates or A-level leavers to join our apprenticeship pathway from administration to Trainee Financial Adviser within 3–4 years. You will gain hands-on experience across financial services, supported by colleagues and directors in a company that values growth, development and internal progression.
