Apprenticeship - Office administrator for Financial Services
BESPOKE FINANCIAL GUIDANCE LTD
EXETER (EX2 8WA)
Closes in 26 days (Wednesday 30 April 2025 at 11:59pm)
Posted on 26 March 2025
Contents
Summary
Local financial advisory firm requires a Financial Administrator to support a team of Financial Advisers and Paraplanner to assist with essential administration needs.
- Wage
-
£15,704 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
Check minimum wage rates (opens in new tab)
A review to be held every 6 months. Potential for additional bonuses.
- Training course
- Financial services administrator (level 3)
- Hours
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Monday - Friday, 09:00 - 17:00
40 hours a week
- Start date
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Monday 26 May 2025
- Duration
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2 years
- Positions available
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1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you’ll do at work
- Coordinating office activites and working with a Senior Administrator and in house Financial Advisers
- Handling internal and expernal phone calls and correspondence
- Overseeing day-to-day office functioning
- Provide support to Management
- Use of CRM systems, data input and output
- Preparation and working with third parties to assist in client reporting
- Filing and scanning documents
- The use of third parties software
Where you’ll work
7 OAKTREE PLACE
MANATON CLOSE
MATFORD BUSINESS PARK
EXETER
EX2 8WA
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
EXETER COLLEGE
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
- Financial Services Administrator Level 3 Apprenticeship Standard
- All training to be provided at 7 Oaktree Place, Exeter EX2 8WA
- Online and assisted with third parties
Requirements
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
- Analytical skills
- Team working
- Initiative
About this company
Bespoke Financial Guidance Ltd is an established financial planning practice and established for over 18 years. Providing advice to clients throughout the UK. We are part of a FTSE 100 company and the largest network of Financial Advisers in the UK.
http://www.bfgltd.co.uk (opens in new tab)
Company benefits
Contributory company Group Pension Scheme. Private Medical Insurance scheme,
After this apprenticeship
- An excellent opportunity to progress to either a Paraplanner or Financial Planner specialising in certain areas specific to Financial Planning, for both individual and corporate clients
Ask a question
The contact for this apprenticeship is:
BESPOKE FINANCIAL GUIDANCE LTD
Scott Lavis
scott.lavis@sjpp.co.uk
01392 829340
The reference code for this apprenticeship is VAC1000312143.
Apply now
Closes in 26 days (Wednesday 30 April 2025 at 11:59pm)
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