Financial Services Administrator Apprentice

SWITCHFOOT WEALTH LIMITED

Surrey, GU15 2PS

Closes in 10 days (Monday 30 September at 11:59pm)

Posted on 23 August 2024

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Summary

Are you interested in a career in financial services? Do you have excellent communication and organisational skills? Do you want to learn from an award winning financial planner / director and gain a nationally recognised qualification? Do you want to work for a firm trying to save the world through Sustainable Financial Planning?

Annual wage
£23,400 a year

Minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
37.5 Hours per week, Monday to Friday, flexibly within office hours. Hours TBC.

37 hours a week

Possible start date

Tuesday 1 October

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

  • As a financial services administrator apprentice, you will provide administrative support to the director of Switchfoot Wealth Limited, a financial planning firm based in Camberley, Surrey.
  • You will assist with client enquiries, prepare reports and documents, maintain records and databases, and liaise with internal and external stakeholders.
  • You will be completing basic financial research on behalf of the director (full training and support provided)
  • Answering phones and arranging meetings for the director.
  • You will be assisting in the completion of administration of ongoing client service reviews.
  • Liaising with the paraplanning team to ensure completion of all admin tasks associated with advice.
  • You will also receive on-the-job training and mentoring, as well as study towards a level 3 diploma in financial services administration.

Where you’ll work

147 Frimley Road

Camberley

Surrey

GU15 2PS

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

    This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

    Requirements

    Essential qualifications

    GCSE in:

    • English (grade 5)
    • Maths (grade 5)

    Desirable qualifications

    A Level in:

    • 3 A levels (grade B)

    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
    • Administrative skills
    • Analytical skills
    • Team working
    • Initiative

    Other requirements

    A strong interest in sustainability.

    About this company

    We are a small but influential independent financial planning firm based in Camberley, Surrey. We own our own office which is powered by renewable energy. We are a Certified B Corporation and the director is the founder and co-chair of ‘B Local Surrey’. Switchfoot Wealth is a pioneer of a financial planning theory called ‘Sustainable Financial Planning’ created by the director who sits on a range of advisory boards within the financial services industry. Sustainability is everyone’s responsibility within the firm and you will be encouraged to contribute any ideas towards improving our impact over time. Our company mission is “to make Sustainable Financial Planning the default, to be a force for good in our clients’ lives so they go on to be a force for good in the world”. Our core values are: - Life long learning - Challenge what is ordinary - Be part of the solution - Be collaborative - Walk the talk Please review our website for more details about who we work with and how we achieve our mission.

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

    Company benefits

    Employer pension contribution of 5% £50/month budget towards protection insurance

    After this apprenticeship

    Opportunity for the right candidate to progress to study for the Diploma in Regulated Financial Planning (R01-R06) leading to a career as a paraplanner or financial planner.

    Ask a question

    The contact for this apprenticeship is:

    SWITCHFOOT WEALTH LIMITED

    Sebastian Elwell

    seb@switchfootwealth.co.uk

    07837331049

    The reference code for this apprenticeship is VAC1000273180.

    Apply now

    Closes in 10 days (Monday 30 September at 11:59pm)

    When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.