Elliott Tooke - Case Study

Elliott Tooke

Elliott Tooke discusses his role at Lovewell Blake Financial Planning

Elliott Tooke

What is your role at Lovewell Blake Financial Planning?

I am an administration apprentice at Lovewell Blake. My role is the upkeep of general admin within the financial department and being the first port of call for clients who phone. I ensure that stock/equipment is maintained and that internal systems are to date. In my role I am also responsible for the distribution of post that comes into the firm daily.

My role is effective as an entry level position to a Financial Planning firm as I am able to begin understanding processes and terms, whilst contributing to the team in ways which don’t require a use of knowledge of the financial services market right away. I do not have a finance, economics or maths background and only a few months into my job role I am already learning lots and enjoying my early development. A big factor in this is the supportive and friendly nature of colleagues in Lovewell Blake. The team is very welcoming and make sure I am comfortable in what is expected of me.

Why did you choose Financial Planning?

I chose Financial Planning due the client-centred approach to finance. Having previously worked in retail and hospitality I felt this is something I enjoyed and had experience with. Lovewell Blake as a whole is a very client-oriented firm but regulations in financial planning ensures this never slips as a primary objective in our department. Financial planning was new to me and something I was interested in after only a short research knew this would be something I would be interested in.

Tell us about your apprenticeship?

My apprenticeship is done through Skillsedge (an apprenticeship provider) and is for a Level 3 Financial Services Administrator qualification. The apprenticeship includes taking a CII exam R01 Financial Services regulation and ethics and taking part in an EPA (End point Assessment). My manager and Skillsedge tutor ensure I feel fully supported throughout my apprenticeship process, with review meetings to check on progress.

The same level 3 apprenticeship is being done by someone who came into the business a few months before me. It’s reassuring to have someone else as a reference who has recently undergone the same procedures, especially if feeling stuck or unsure.

What tips do you have for those looking to begin an apprenticeship?

I would definitely recommend an apprenticeship, especially if someone didn’t have previous industry experience as it’s a nice way to step into a new industry without a professional knowledge expectation . My best tips would be to be inquisitive though asking lots of questions and stay organised.

3 words to describe working at Lovewell Blake:




To find out more about our apprenticeships

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.



This is a test definition