Financial Services Apprentice

Summary

Located in London and Surrey, you will be taking charge of our administration function, where no two days will be the same. Support our Financial Planner and be a crucial part of the team ensuring their clients get a fantastic service and keeping the business back office in order.

Annual wage: £14,500 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday to Thursday - 8.30am-5.30pm
32 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

As an apprentice you will work at the company and gain hands-on experience. You will gain new skills and work alongside experienced staff.

Liaise with third party providers and navigate provider platforms
Process new business applications
Co-ordinate Financial Planners diary and arrange client meetings
Prepare document for client appointments and meetings, including the production of annual planning meeting packs
Respond to emails and liaise directly with clients
Send prepared information and reports to clients
Ensure all data entry is completed accurately and within specified timelines
Join Financial Planner on meetings and then go through and debrief with Planner afterwards

Where you’ll work

30 Lombard Street, London,

EC3V 9BQ

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.

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 (one of):

CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of 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.

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
Attention to detail
Organisation skills
Administrative skills
Patience

Other requirements

Please let the company know if you hold any further relevant qualifications and industry experience you have as your apprenticeship could be adjusted to reflect what you already know.

About this company

We specialise in helping highly successful business owners, media personalities and executives manage their personal finances, so that they can focus on the things that matter.

After this apprenticeship

Upon completion of this apprenticeship there will be progression to complete further exams and increase income in line with business targets.

Ask a question

The contact for this apprenticeship is: