Apprentice Financial Services Administrator
Vesta Wealth Limited
Stockton-On-Tees, TS18 3TX
Closes in 19 days (Wednesday 19 February at 11:59pm)
Posted on 24 January 2025
Contents
Summary
We seek an ambitious and naturally enthusiastic person to join our team who is eager to learn and has a commitment to self-development. The role will provide lots of opportunity to work with, and learn from, experienced colleagues so that you soon gain a good understanding of the FS industry and how it delivers high quality financial advice.
- Wage
- £23,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 4.30pm.
34 hours 30 minutes a week
- Possible start date
-
Saturday 1 March
- 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
- Supporting our experienced financial advisers based at our Stockton office and ensuring the smooth operation of our services
- Assist in providing quality independent financial advice
- Manage administrative tasks related to client accounts, documentation, and compliance, ensuring all processes adhere to regulatory standards
Where you’ll work
Dakota House
25 Falcon Court, Preston Farm Industrial Estate
Stockton-On-Tees
TS18 3TX
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 (one of):
- CF1 - awarded by The Chartered Insurance Institute (CII)
- Completion of CF1 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
- Good Microsoft Office Skills
- Interest in the sector
Other requirements
Full time office-based (Stockton)
About this company
Vesta Wealth Limited is part of the InvestAcc Group, trading since 1992. We are a leading financial services firm with an office in Stockton-On-Tees, dedicated to providing comprehensive and tailored independent financial advice and solutions to our diverse client base. Our commitment to excellence and client satisfaction drives our success, and we are looking for a dedicated Apprentice Financial Services Administrator to join our dynamic team based in our Stockton office.
Company benefits
Company pension, free on-site parking, life insurance, financial planning services, company events.
After this apprenticeship
- There will be opportunities to progress to more senior administrative or advisory roles such as Paraplanning and/or become a fully qualified independent financial adviser
- This could be achieved through a combination of on the job learning, a further apprenticeship, and achieving relevant professional qualifications
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000297978.
Apply now
Closes in 19 days (Wednesday 19 February at 11:59pm)
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