Apprentice Financial Services Administrator

Summary

Are you looking to start or progress a career within Financial Services? Are you good with facts, numbers and enjoy analysing data? Then this could be the role for you. Starting as a Financial Services Administrator with progression available to become a Paraplanner.

Annual wage: £11,648 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday to Friday, 9.00 to 5.00pm
35 hours a week
Possible start date: Monday 2 December
Duration: 1 year 6 months
Positions available: 1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

The successful applicant will work within an office environment. You will be involved in a wide variety of administration and customer service tasks. You will deal with queries, both in person and by telephone, and provide information and advice about the service.

Tasks may involve:

Making and receiving telephone calls, ensuring messages are forwarded on to relevant staff
Typing of letters
Photocopying
Scanning
Filing and maintaining internal documents
Emailing information and messages to staff
IT duties using Microsoft package including Outlook, Excel and Word
Data input
Excel spreadsheet use
Submission of applications
Procession of documentation in relation to applications
Chasing of documentation
Proactive customer contact and communication.
Dealing with customer queries in relation to their monies and their investments assisting with withdrawals
Report writing
Research in preparation for client recommendations

Where you’ll work

968 Warwick Road

Solihull

B91 3HN

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SKILLS EDGE TRAINING 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

As well as on the job training, you will complete a Financial Services Administrator Level 3 apprenticeship standard. This will include working towards CF1 or R01 via the CII.

This will include:

Financial Services Administrator Level 3 Apprenticeship Standard
CII CF1 or R01 - Financial Services Regulations & 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 CF1 or R01 digital study book and exam entry
Fortnightly workshops for CII exams from our CII approved trainer
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks 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
Functional skills if needed

Requirements

Essential qualifications

GCSE or equivalent in:

English (grade C/4)
Maths (grade C/4)

Desirable qualifications

A Level or equivalent in:

2 or more (grade Pass)

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
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Analytical skills
Team working
Initiative

Other requirements

This is a fast paced office, you need to be prepared to work hard and support the team when possible.

About this company

A well respect wealth management firm advising on a range of products. Growing and protecting clients wealth in the safest possible way using goal based financial planning. We are a small young company growing fast and offering tremendous opportunities to those seeking a great long term career in financial services.

http://atwalwealth.co.uk (opens in new tab)

After this apprenticeship

We believe that by working in our organisation you will be given the opportunity to develop the knowledge, skills and experience that will allow you to be successfully employed in the future in the financial services sector

Ask a question

The contact for this apprenticeship is: