Apprentice Financial Services Administrator

Summary

An ideal entry point for a career in the Financial Services Sector, with progression routes leading to a number of roles with full professional qualifications. Working with our team to provide exceptional administrative levels of support to our clients and the wider business.

Annual wage: £17,500 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Mon to Fri, 09.00 – 17.00, 60 minutes lunch.
35 hours a week
Possible start date: Monday 21 October
Duration: 1 Year 5 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

Working as part of the administration team you will be an integral part of our company, providing great service to our customers and support to your colleagues. Duties will include:

Post administration
Updating back office systems
Requesting, chasing and verifying information
Dealing with clients and providers via email, telephone and post
Assist the administration team with general administrative duties
Assist with the company as a whole with general office administrative duties as and when required

Where you’ll work

Friars House 2 Falcon Street

Ipswich

Suffolk

IP1 1SL

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

SKILLS EDGE TRAINING 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

Training is completed online based at the employers address.

More training information

Fnancial Services Administrator Level 3 Apprenticeship Standard:

Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII R01 study e-book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors
All workshops recorded and available on-demand
Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional

Requirements

Essential qualifications

GCSE in:

5 Subjects including maths and English (grade 4)

Desirable qualifications

A Level in:

3 Subjects (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
IT skills
Customer care skills
Problem solving skills
Administrative skills
Analytical skills
Team working
Initiative

About this company

Woodward Markwell has been established for over 40 years, prospering by placing the needs and requirements of our clients at the heart of our business. Established in 1982, we have steadily grown within the marketplace, amassing a wealth of experience and knowhow within financial advising. To ensure we deliver meaningful and appropriate advice, we establish the aims, requirements and objectives of each and every client.

https://woodwardmarkwell.co.uk/ (opens in new tab)

After this apprenticeship

Opportunities to progress to Senior Administrator or Independent Financial Adviser for the right candidate.

Ask a question

The contact for this apprenticeship is: