Apprentice Financial Service Administrator
MR C DE MELLOW DE MELLOW & CO
HAMBLETON, PO7 4SB
Closes in 8 days (Friday 27 September at 11:59pm)
Posted on 12 September 2024
Contents
Summary
Are you looking for a customer focused role? Are you a people person looking to develop a career in the Finance Industry, then look no further. We are looking to recruit an apprentice administrator to support the Practice to ensure that our relationships with clients can be optimised and assist with daily operation of the office.
- Annual wage
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£12,480 to £22,308 a year
Minimum wage rates (opens in new tab)
The salary would depend on the candidate age and experience so could be £12,480 to £22,308.
- Training course
- Financial services administrator (level 3)
- Hours
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The hours are from 9.00am - 5.00pm Monday - Thursday and then on a Friday. The working hours are 9.00am - 4.00pm.
37 hours a week
- Possible start date
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Monday 30 September
- Duration
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1 Year 3 Months
- Positions available
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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
This role includes supporting the Practice to ensure that our relationships with clients can be optimised and assist with daily operation of the office. The responsibilities in the role are to:
- Provide administrative support to the Practice
- Ensure that files are complete with all required client identification documentation and necessary application forms
- Learning the pre-meeting preparation and post-meeting follow-up requirements, including accurately updating client files on Salesforce CRM
- Process applications accurately and record the required management information
- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
- Meeting and greeting clients and visitors to the Practice
- Liaison with SJP Admin Centres, providing information required to complete transactions within specific
Where you’ll work
THE OLD CALF PEN
PARK FARM
EAST 6 STREET
HAMBLETON
PO7 4SB
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
SKILLCERT LIMITED
Your training course
Financial services administrator (level 3)
Equal to A level
Course contents
Your training plan
The training will take place in the workplace and will consist of the following:
- You will be assigned a number of workplaced mentors at De Mellow and Co to support your journey on programme
- You will also received expert support from our industry specialist tutor
More training information
This apprenticeship will allow you to grow, develop and build on your current skills. It will also allow you to better you career opportunities in the finance industry.
- You will receive support towards passing your RO1 exam which will inturn support your development at De Mellow
- You will also receive a monthly visit from the Industry expert who will structure your learning, revision and off the job training
Requirements
Essential qualifications
GCSE in:
- English (grade 4-9)
- Maths (grade 4-9)
Desirable qualifications
GCSE in:
- Business Studies (grade 4-9)
- ICT (grade 4-9)
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
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Creative
- Initiative
- Non judgemental
- Patience
- Physical fitness
About this company
We were founded in 1990 by Chris de Mellow, with a simple goal – to provide accessible and easy to understand wealth management advice that looks after clients and their loved ones. It is a family focused ethos that is reflected in every aspect of our financial advice, services and support. As a family-run business, we appreciate the importance of a steady, reassuring and guiding hand and treat our clients as extended members of our own family. We understand the importance of long-term security and reassurance and work with you to make sure that both you and your loved ones are as prepared for any eventuality in life as you can be. We won’t just help you make your money grow. We’ll help you to as well, because that’s what families do. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
After this apprenticeship
De Mellow and Co are fully committed to develop its workforce. We offer full industry specific qualification which inturn allows our staff to develop their own careers with us.
For the right candidate, and on completion of this apprenticeship there may be the opportunity to train towards becoming a fully qualified Paraplanner or Financial Advsior.
Ask a question
The contact for this apprenticeship is:
SKILLCERT LIMITED
Adam Black
Adam.Black@skillcert.co.uk
The reference code for this apprenticeship is VAC1000276512.
Apply now
Closes in 8 days (Friday 27 September at 11:59pm)
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