Apprentice Financial Services Administrator

BRITANNIC PLACE FINANCIAL MANAGEMENT LTD

WORCESTER, WR1 1HD

Closes in 30 days (Wednesday 30 October at 11:59pm)

Posted on 30 September 2024

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Summary

We are a small, professional and welcoming financial planning firm. Due to our continued success, we are looking to recruit an Apprentice Financial Services Administrator to provide full administrative support to the Financial Planners.

Annual wage
£16,000 a year

Minimum wage rates (opens in new tab)

£16,000 - £18,000 per annum, dependent upon experience

Training course
Financial services administrator (level 3)
Hours
9.00am - 5.30pm, Monday - Thursday. 9.00am - 5.00pm, Friday. 1 hour lunch, office based.

37 hours a week

Possible start date

Monday 2 December

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

This role will suit someone who is keen to learn the financial planning process. The Apprentice Administrator will need to ensure that their work is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business.  Duties will include:

  • Answering incoming calls and directing calls appropriately
  • Processing applications, information requests and letters of authority
  • Processing withdrawal requests
  • Updating the back-office system
  • Production of portfolio reports and additional client information as requested
  • Scanning and allocating incoming post
  • Client and provider contact

Where you’ll work

14 THE TYTHING

WORCESTER

WR1 1HD

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 will be completed on line accessed from your employers address.

    More training information

    As well as on the job training, you will complete a Financial Services Administrator Level 3 apprenticeship standard. This will include working towards CF1 or R01 via the CII.

    This will include:

    • Financial Services Administrator Level 3 Apprenticeship Standard
    • CII CF1 or R01 - Financial Services Regulations & 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 CF1 or R01 digital study book and exam entry
    • Fortnightly workshops for CII exams from our CII approved trainer
    • All workshops recorded and available on-demand
    • Interactive chat, forums and class notebooks 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 or equivalent in:

    • English (grade C/4)
    • Maths (grade C/4)

    Desirable qualifications

    A Level or equivalent in:

    • 2 or more (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
    • Attention to detail
    • Organisation skills
    • Customer care skills
    • Problem solving skills
    • Administrative skills
    • Analytical skills
    • Logical
    • Team working
    • Initiative

    About this company

    We are a boutique financial planning firm that works with a relatively small number of clients to ensure that they live the best lives that they can with the resources they have available. We work with successful people who are coming up to or who are already in retirement.

    http://www.britannicplace.co.uk (opens in new tab)

    After this apprenticeship

    • There is opportunity for formal development and internal progression within the company.

    Ask a question

    The contact for this apprenticeship is:

    SKILLS EDGE TRAINING LTD

    Calvin Goodson

    Calvin.Goodson@skillsedge.co.uk

    01603 577962

    The reference code for this apprenticeship is VAC1000279663.

    Apply now

    Closes in 30 days (Wednesday 30 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.