Financial Services Administration Apprentice

Summary

We are looking for an apprentice to join our fast-paced & forward-thinking independent Financial Advice Firm. We have been established for many years with an excellent reputation with our clients and the FCA. You will be provided with full support during your apprenticeship, whilst gaining further qualifications at the same time.

Annual wage: £10,816 a year
Minimum wage rates (opens in new tab)
Training course: Business administrator (level 3)
Hours: Monday to Friday: 9.30am to 5pm with 1 hour lunch break.
32 hours 30 minutes a week
Possible start date: Saturday 1 February
Duration: 1 year 6 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

Process decision in principles using information supplied by customers/advisers, to meet deadlines, customer needs and regulatory requirements
Liaise with customers & advisers to submit full mortgage / protection applications and process associated documents in line with lender requirements
Pro-actively engage and liaise with solicitors to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and the customer experience remains positive throughout
Liaise with pension providers to ensure a swift transfer process is followed
Support the advisers with general administrative duties (setting up files, photocopying, scanning, etc.)
Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers
Add new customers to the CRM 360 and Intelligent Office. Update ongoing applications with regular information and notes in order that progress can be monitored

Where you’ll work

Office 7A

Desford Hall

Leicester Lane, Desford

Leicester

LE9 9JJ

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

DERBY BUSINESS COLLEGE LIMITED

Your training course

Business administrator (level 3)

Equal to A level

Course contents

Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

Your training plan

In addition to gaining practical experience in the role, you will also attain an NVQ Level 3 Business Admin qualification which will help start your career and give you an insight into the business's processes and procedures
Our training is all completed remotely via teams with a development coach who will be available for support 24/7
You receive 20% off the job training during this Apprenticeship, which is included in your weekly working hours

Requirements

Essential qualifications

GCSE in:

Maths & 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
Administrative skills
Team working
Initiative
Microsoft Office

About this company

Stepping Stones is an Independent Financial Services Intermediary dedicated to delivering unbiased financial advice. Everyone’s needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Stepping Stones approach.

https://steppingstonesfp.co.uk/about-us/ (opens in new tab)

After this apprenticeship

Career progression, further qualifications

Ask a question

The contact for this apprenticeship is:

DERBY BUSINESS COLLEGE LIMITED

Catherine

cat@dbc-training.co.uk

07508821784

The reference code for this apprenticeship is VAC1000293174.

Apply now

Closes in 24 days (Wednesday 15 January at 11:59pm)

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