Financial Services - Client Account Executive Apprentice
Finura Partners
LONDON, EC4M 7AN
Closes in 20 days (Wednesday 30 October at 11:59pm)
Posted on 7 October 2024
Contents
Summary
An exciting opportunity to work within an award-winning financial planning practice. You will be looking to complete an Apprenticeship in Financial Services Administration. Based in our City office, London, you will report directly to the Compliance & Client Support Manager, and you will offer administrative support to all areas of the business.
- Annual wage
- £18,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday, 9.00am to 5.30pm.
37 hours a week
- Possible start date
-
Monday 2 December
- 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
Key Duties and Responsibilities:
- To ensure exceptional Client experience by maintaining our meeting room space
- To provide efficient management of incoming post
- To build skills that will allow you to develop exceptional relationships with our Clients, ensuring consistent, effective communication allowing them to have confidence that their instructions are understood and will be delivered upon
- To be competent in all the organisations processes and procedures, including the use of internal and external systems in order to have a forward-looking, can-do attitude when dealing with Client instructions
- To provide administration support of the highest quality and consistency to our Advisers and Clients, delivering on our commitment to getting things right first time and reducing the administrative burden to our Clients
- To ensure that all of our processes and the Client experience is built around the use our of online Client portal and that we are using its full CRM capability to capture all relevant Client detail to provide a personalised proactive service and to miss zero advice opportunities
- Develop Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill
Where you’ll work
5TH FLOOR
20 OLD BAILEY
LONDON
EC4M 7AN
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
Your training plan
- Level 3 Financial Services Administrator apprenticeship qualification
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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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: - CF1 - awarded by The Chartered Insurance Institute (CII).
Completion of CF1 will provide a solid foundation for the apprentice 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 or equivalent in:
- English, Maths and 3 other subjects (grade 4/C 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
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Non judgemental
About this company
Finura is a multi-disciplinary, chartered, award-winning financial planning practice for private Clients, families, business owners and trustees. We were founded in 2014 with our vision and purpose centred on providing our people and our Clients an exceptional experience working with Finura and to positively impact people’s lives. Over 9 years we have organically grown to look after more than 1000 family and business relationships and over £750m of Client assets. We continue to expand organically and via acquisition, and are targeting 1350 relationships and in excess of £1bn of assets by 2024. Finura’s achievements have been recognised across the profession with a host of award nominations, most recently in 2023 for Adviser Firm of the Year at the Professional Adviser Awards. Finura is also one of a select group of Financial Planning firms to have achieved Corporate Chartered status from the Chartered Institute of Insurers. We hold the Gold Standard for Independent Advice as well as being granted the Pension Transfer Gold Standard by the Personal Finance Society.
After this apprenticeship
- This apprenticeship offers a route for a career in the financial sector.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Mark Fenwick
apprentice@simplyacademy.com
The reference code for this apprenticeship is VAC1000280155.
Apply now
Closes in 20 days (Wednesday 30 October at 11:59pm)
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