Apprentice Administrator
WELLBEING INVESTMENTS LIMITED
STAINES UPON THAMES, TW18 4AX
Closes in 2 days (Wednesday 27 November at 11:59pm)
Posted on 31 October 2024
Contents
Summary
An amazing opportunity to work for this dynamic family business. Who are committed to providing and their clients with the best lending solutions for them with protection being at the forefront of all they do. If you are interested in a career in the financial services industry this could be the job for you.
- Annual wage
- £12,480 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 10am-5.30pm
nb. You may be required to work one Saturday per month or travel abroad
37 hours a week
- Possible start date
-
Monday 9 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
Providing guidance and updates to clients and professional parties
• Building and strengthening relationships with existing clients
• Liaising with clients in order to obtain basic fact-finding information
• Liaising with clients to ensure all documentation is requested correctly first time, managing expectations, and submitting said documents to the lender
Where you’ll work
CENTURION HOUSE
LONDON ROAD
STAINES UPON THAMES
TW18 4AX
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
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:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 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
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Team working
- Initiative
- Basic Portuguese ideally
Other requirements
You maybe required to work one Saturday per month or travel abroad. Flexible location main office in Richmond, Surrey - Staines-upon-Thames, Heathrow and London.
About this company
A family business born in 2016, we aim to use our experiences and knowledge, to get the best lending solutions for our clients. We are always looking to simplify the often much-dreaded process of lending. We at Wellbeing investments are committed to protecting.
After this apprenticeship
This apprenticeship may lead to further qualifications and progression in the Financial Services industry for the right candidate
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000284828.
Apply now
Closes in 2 days (Wednesday 27 November at 11:59pm)
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