Financial Services Administration Apprentice
SUTTON MCGRATH HARTLEY FINANCIAL SERVICES LLP
Sheffield (S11 8NF)
Closes in 4 days (Friday 4 April 2025 at 11:59pm)
Posted on 10 March 2025
Contents
Summary
Looking for a career in Financial Services, passionate about administration and excited by the prospect of working for a fast-paced organisation? If so, Sutton McGrath Hartley LLP has the perfect opportunity for you! Our apprenticeship will give you the knowledge, skills and behaviours to excel within your role and accelerate your career.
- Wage
-
£16,000 a year
Check minimum wage rates (opens in new tab)
Salary range £16,000 to £18,000 dependent on experience.
- Training course
- Financial services administrator (level 3)
- Hours
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Monday to Friday, 9.00am-17.30pm
37 hours 30 minutes a week
- Start date
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Monday 7 April 2025
- Duration
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1 year
- Positions available
-
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you’ll do at work
Client administration:
- Client meeting confirmation.
- Iris input / record keeping.
- IO input / record keeping (includes risk profiler reports).
- Creation of client files (electronic).
- Obtaining information from providers.
- Management of letter of authorities to completion.
- Liaising with clients and providers.
Stationary / post:
- Management of all office stationary needs (incl printer/scanner).
- Creation of new client packs for adviser meetings.
- Management of post (delivery/collection/scanning).
New business processing (pre-sale):
- Creation of provider illustrations / applications / fund information etc.
- Production of client presentation documents.
New business processing (post-sale):
- Processing of online/paper applications.
- Monitoring new business pipeline through to completion.
- Chasing underwriting for protection cases.
- Deal with all provider documentation.
Client reviews:
- Produce all pre meeting review documentation.
- Process post meeting review meeting documentation.
- Production of post review letters.
Group schemes:
- Monitoring of existing schemes.
- Deal with annual renewal documentation / illustrations.
- Set up new schemes through to completion.
General admin:
- Deal with day-to-day correspondence from providers.
- Action adviser / client requests.
Where you’ll work
Unit 2, 18 Stalker Walk
Sheffield
S11 8NF
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
SIMPLY ACADEMY LTD
Your training course
Financial services administrator (level 3)
Equal to A level
Course contents
- Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
- Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
- Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
- Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements
Your training plan
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
- A broad understanding of the financial services sector.
- An understanding of the role of the appropriate regulatory bodies.
- The importance of relationship building with clients and colleagues.
- Understanding of processes and procedures relevant to the role.
- How to develop commercial awareness.
- Building skills and capabilities within an organisation.
- Professional Qualification awared by The Chartered Insurance Institute (CII).
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Requirements
Essential qualifications
GCSE in:
- 5 passes in total (including English & maths) (grade 4/C or above)
A Level in:
- 3 passes (grade C or above)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
- Communication skills
- Attention to detail
- Team working
- Initiative
- Time management skills
- Honest & trustworthy
Other requirements
Public transport routes close by. Onsite parking.
About this company
At SMH Financial Services, we offer independent planning to individuals, trustees and businesses which is specifically designed to meet their individual circumstances. Typically we specialise in providing advice to owners, managers and company directors of businesses in terms of their personal wealth and business planning. Whether you are looking at planning for your retirement, investing your capital or simply protecting your hard-earned wealth then our fully qualified advisers are able to help. We have no set criteria as we believe everyone is unique and has their own individual requirements. Therefore we offer a truly bespoke service to all our clients. We will work with you to build a financial plan that targets your individual needs by firstly obtaining a thorough understanding of your needs and requirements. We will then review your financial position on a regular basis where appropriate which is designed to help to ensure that you are achieving your goals and enable your plan to be adapted to meet your changing needs and circumstances.
After this apprenticeship
Opportunity for progression and full time permanent role.
Training and development opportunities.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000308399.
Apply now
Closes in 4 days (Friday 4 April 2025 at 11:59pm)
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