Apprentice Financial Service Administrator

Summary

Are you looking for a customer focused role? Are you a people person looking to develop a career in the Finance Industry, then look no further. We are looking to recruit an apprentice administrator to support the Practice to ensure that our relationships with clients can be optimised and assist with daily operation of the office.

Wage

£12,480 to £22,308 a year

Minimum wage rates (opens in new tab)

The salary would depend on the candidate age and experience so could be £12,480 to £22,308.

Training course

Financial services administrator (level 3)

Hours

The hours are from 9.00am - 5.00pm Monday - Thursday and then on a Friday, the working hours are 9.00am - 4.00pm.

37 hours 30 minutes a week

Possible start date

Monday 17 February

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

This role includes supporting the Practice to ensure that our relationships with clients can be optimised and assist with daily operation of the office. The responsibilities in the role are to:

Provide administrative support to the Practice
Ensure that files are complete with all required client identification documentation and necessary application forms
Learning the pre-meeting preparation and post-meeting follow-up requirements, including accurately updating client files on Salesforce CRM
Process applications accurately and record the required management information
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner
Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
Meeting and greeting clients and visitors to the Practice
Liaison with SJP Admin Centres, providing information required to complete transactions within specific

Where you’ll work

THE OLD CALF PEN

PARK FARM

EAST 6 STREET

HAMBLETON

PO7 4SB

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

SKILLCERT LIMITED

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

The training will take place in the workplace and will consist of the following:

You will be assigned a number of workplace mentors at De Mellow and Co to support your journey on programme
You will also receive expert support from our industry specialist tutor

More training information

This apprenticeship will allow you to grow, develop and build on your current skills. It will also allow you to better you career opportunities in the finance industry.

You will receive support towards passing your RO1 exam which will in turn support your development at De Mellow
You will also receive a monthly visit from the industry expert who will structure your learning, revision and off the job training

Requirements

Essential qualifications

GCSE in:

English (grade 4-9)
Maths (grade 4-9)

Desirable qualifications

GCSE in:

Business Studies (grade 4-9)
ICT (grade 4-9)

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
Number skills
Analytical skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience
Physical fitness

About this company

We were founded in 1990 by Chris de Mellow, with a simple goal – to provide accessible and easy to understand wealth management advice that looks after clients and their loved ones. It is a family focused ethos that is reflected in every aspect of our financial advice, services and support. As a family-run business, we appreciate the importance of a steady, reassuring and guiding hand and treat our clients as extended members of our own family. We understand the importance of long-term security and reassurance and work with you to make sure that both you and your loved ones are as prepared for any eventuality in life as you can be. We won’t just help you make your money grow. We’ll help you to as well, because that’s what families do. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

https://www.demellowandco.com/ (opens in new tab)

After this apprenticeship

De Mellow and Co are fully committed to develop its workforce. We offer full industry specific qualification which in turn allows our staff to develop their own careers with us.

For the right candidate, and on completion of this apprenticeship there may be the opportunity to train towards becoming a fully qualified Paraplanner or Financial Advisor.

Ask a question

The contact for this apprenticeship is:

SKILLCERT LIMITED

Adam Black

Adam.Black@skillcert.co.uk

The reference code for this apprenticeship is VAC1000297031.

Apply now

Closes in 4 days (Monday 10 February 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.

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