Financial Services Administrator Apprenticeship

Summary

A great opportunity to join this growing financial services company whom are currently looking for enthusiastic, bright and ambitious people who are able to provide an essential supporting role to their growing mortgage and protection business.

Annual wage: £18,000 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday to Friday 9am to 5pm
37 hours a week
Possible start date: Monday 14 October
Duration: 1 Year 3 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

Provide the team with direct administrative support
Help with research and production of new mortgage and protection business
Processing all mortgage business from application stage to completion as well as providing great customer service to existing and prospective clients

Where you’ll work

The Engine House,

4 Veridion Way

Erith

DA18 4AL

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

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

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.

More training information

Level 3 Financial Services Administrator Apprenticeship Standard:

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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

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 Qualifications:

CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Or

CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CeMAP1 or CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.

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.

The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

Requirements

Essential qualifications

GCSE in:

5 subjects including maths and english (grade 4 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
Organisation skills
Team working
Initiative
Open to new ideas

Other requirements

Located 1.3m from Abbey Wood Elizabeth Line. Good transport links

About this company

With over 40 years in the industry, our passion lies in helping people grow. From their first home, to their dream home to scaling buy-to-let portfolios. We are puzzle solvers, connectors & advocators in our customers corner. We advise on mortgages, protection & later life lending.

Company benefits

25 days annual leave plus birthday off if falls within working week.

After this apprenticeship

We would look to offer a permanent post once successful training has been completed and we will work with the individual to progress their learning & development through other training where needed to progress in finance.

Ask a question

The contact for this apprenticeship is: