Financial Services Administrator Apprentice

PJK ASSOCIATES LTD

CAMBERLEY, GU15 2PP

Closes in 11 days (Tuesday 1 October at 11:59pm)

Posted on 3 September 2024

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Summary

A very exciting opportunity to be a part of PJK Associates, a dynamic Mortgage Advice and Protection Company whom are looking to recruit a Financial Services Administrator Apprentice. The successful candidate will eventually progress to supporting an adviser in all aspects of managing client files from beginning to end.

Annual wage
£16,000 a year

Minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
Monday-Friday 8.45am-5pm

37 hours a week

Possible start date

Monday 4 November

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

Prepare and manage client files in respect of mortgage and protection applications:


• Liaise with clients, lenders, insurers and solicitors throughout the process
• Ability to work on your own initiative and to tight deadlines
• Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and other regulatory bodies

Where you’ll work

DOLPHIN HOUSE

103 FRIMLEY ROAD

CAMBERLEY

GU15 2PP

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

    Level 3 Financial Services Administrator Apprenticeship Standard

    The Financial Services Administrator apprenticeship is ideal for individuals 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:

    CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)

    Completion of CeMAP1 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)
    • 3 other subjects (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
    • Confident
    • Proactive
    • Positive attitude
    • Self-motivated

    About this company

    PJK Associates has been trading since 2002 and advises on mortgages and protection products. Using the latest technology and having unlimited access to the market, the qualified and experienced team will offer expert advise, guidance and support for any type of mortgage transaction.

    Company benefits

    28 days Annual Leave (including bank holidays)

    After this apprenticeship

    Continued professional development and further qualifications will be fully supported.
    A successful candidate may be offered a full time position with us, which will offer a higher salary package and annual bonus scheme.

    Ask a question

    The contact for this apprenticeship is:

    SIMPLY ACADEMY LTD

    Mark Fenwick

    mark@simplyacademy.com

    The reference code for this apprenticeship is VAC1000274137.

    Apply now

    Closes in 11 days (Tuesday 1 October 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.