Financial Services Administration Apprentice
STEPPINGSTONES FINANCIAL PLANNING LLP
LEICESTER, LE1 6FB
Closes in 11 days (Monday 30 September at 11:59pm)
Posted on 2 September 2024
Contents
Summary
We are looking for an apprentice to join our fast paced & forward-thinking independent Financial Advice Firm. We have been established for many years with an excellent reputation with our clients and the FCA. You will be provided with full support during your apprenticeship, whilst gaining further qualifications at the same time.
- Annual wage
- £10,816 a year
- Training course
- Business administrator (level 3)
- Hours
-
Monday to Friday: 9.30am to 5pm with 1 hour lunch break.
32 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
- Process decision in principles using information supplied by customers/advisers, to meet deadlines, customer needs and regulatory requirements
- Liaise with customers & advisers to submit full mortgage / protection applications and process associated documents in line with lender requirements
- Pro-actively engage and liaise with solicitors to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and the customer experience remains positive throughout
- Liaise with pension providers to ensure a swift transfer process is followed
- Support the advisers with general administrative duties (setting up files, photocopying, scanning, etc.)
- Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers
- Add new customers to the CRM 360 and Intelligent Office. Update ongoing applications with regular information and notes in order that progress can be monitored
Where you’ll work
63 GRANBY STREET
LEICESTER
LE1 6FB
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
DERBY BUSINESS COLLEGE LIMITED
Your training course
Business administrator (level 3)
Equal to A level
Course contents
Your training plan
- In addition to gaining practical experience in the role, you will also attain an NVQ Level 3 Business Admin qualification which will help start your career and give you an insight into the businesses processes and procedures
- Our training is all complete remotely via teams with a development coach who will be available for support 24/7
- You receive 20% off the job training during this Apprenticeship which is included in your weekly working hours
Requirements
Essential qualifications
GCSE in:
- Maths & 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
- IT skills
- Attention to detail
- Administrative skills
- Team working
- Initiative
- Microsoft Office
About this company
Stepping Stones is an Independent Financial Services Intermediary dedicated to delivering unbiased financial advice. Everyone’s needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Stepping Stones approach.
After this apprenticeship
- Career progression, further qualifications
Ask a question
The contact for this apprenticeship is:
DERBY BUSINESS COLLEGE LIMITED
Catherine
cat@dbc-training.co.uk
07508821784
The reference code for this apprenticeship is VAC1000274128.
Apply now
Closes in 11 days (Monday 30 September at 11:59pm)
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