Financial Services Administration Apprentice

ELEVATION WEALTH MANAGEMENT LIMITED

1250 CHESTER ROAD, B35 7AZ

Closes in 17 days (Friday 11 October at 11:59pm)

Posted on 23 September 2024

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Contents

Summary

Technical Administration, supporting the team of Financial Advisers.

Annual wage
£17,000 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 6 Months

Positions available

3

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

  • Elevation Wealth Management are a fast-growing, privately owned practice providing corporate and private individuals with clear, independent financial advice. Our Apprenticeship Programme provides practical work experience to help you take the next step on the ladder towards a career in financial services, whilst also supporting you in attaining a level 3 qualification in Financial Services Administration
  • Working as part of a small team of fellow Apprentices, you will be responsible for playing a vital role supporting our team of Financial Advisers with technical administrations activities. A typical day might involve chasing third party providers for information on clients, reviewing and analysing data to producing a summary report on your findings so our Financial Advisers are well-prepared for their forthcoming client meetings
  • Your training and development scheme will include rotations around different parts of the business to expose you to all elements of the Technical Administration role, whilst also supporting you in working with our apprenticeship provider to ensure you successfully pass study modules to gain your level 3 qualification
  • We fully appreciate that being an apprentice can be a challenge financially, that’s why you will receive a higher than minimum rate of pay, we even give you your birthday off work. We also have a great track-record of current employees that also started as an Apprentice and have gone on to management level roles and fulfilling careers within the business
  • We are looking for driven applicants that are specifically seeking a career within the financial services sector. Whether you have just completed your A-levels or degree; or perhaps have some office-based work experience and need a supportive employer to take the next career step, we would like to hear from you. As a minimum requirement you must have level 2 (GCSE) maths and English. Preference will be given to applicants that have studied areas such as Economics, Finance, maths or Business related qualifications. The role would be well suited to applicants that have excellent communication skills, strong IT and Excel skills. You must also be well organised, reliable, flexible and open to learning

Where you’ll work

ELEVATION HOUSE

UNIT 1

MARLIN OFFICE VILLAG

1250 CHESTER ROAD

B35 7AZ

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

DAVIES LEARNING SOLUTIONS LIMITED

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

    You will work towards your:

    • Financial Services Administration Level 3 Apprenticeship.
    • Certificate in Insurance (Cert CII). (if applicable)
    • Level 2 Functional Skills in English and maths (if required).

    Training will be via Davies, virtually. 6 hours per week off the job training.

    Requirements

    Essential qualifications

    GCSE in:

    • Maths and English (grade 4)

    Desirable qualifications

    A Level in:

    • Business, Maths, Economics (grade Pass)

    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
    • Problem solving skills
    • Logical
    • Team working

    About this company

    Wealth Management.

    https://elevation-wm.co.uk/ (opens in new tab)

    Company benefits

    Birthday off Life Assurance (post-probation)

    After this apprenticeship

    Progression into a permanent appointment within an area of the business you would like to progress within. Typical career options might be in: Client Servicing (Admin), Paraplanning or Financial Planning.

    Ask a question

    The contact for this apprenticeship is:

    DAVIES LEARNING SOLUTIONS LIMITED

    John Paton

    DLS.recruitment@davies-group.com

    The reference code for this apprenticeship is VAC1000278554.

    Apply now

    Closes in 17 days (Friday 11 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.