Apprentice Finance Administrator

Summary

This is a fantastic opportunity to start your career in the Finance Industry. The Business Administrator will support the Financial Planners/Client Service. Manager in all aspects of their work and has a key role in delivering ‘excellent’ client service to clients of the practice.

Annual wage: £12,480 to £22,308 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Normal office hours will be required, so hours between 9am and 5pm Monday to Friday.
37 hours 30 minutes a week
Possible start date: Friday 14 February
Duration: 1 year 1 month
Positions available: 3

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

You will be responsible for administration generated from client meetings, business submission and incoming telephone, email and postal queries.

This will also include:

Administration of client information for the Financial Planners, ensuring all information is gathered in timely fashion and prepared fully before submitting to paraplanner to write case.
Responsible for managing the whole LOA process, chasing providers and 3rd parties to gain information required by Paraplanning team.
Gathering and chasing information from SJP administration centres and external 3rd parties to ensure client work is completed within given timescales.
Managing the client’s financial information and documents to update/create the Client Financial Review documents.

Where you’ll work

UNIT 2

SAINTS BARN

CHURCH LANE

DURLEY

SO32 2SY

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

This is a workplace apprenticeship, and you will be supported directly by your tutor and your line manager.

More training information

You will be supported through your RO1 exam and also through your level 3 Finance Administrator.

Requirements

Essential qualifications

GCSE in:

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

Desirable qualifications

GCSE in:

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

Chase Virtual Solutions was launched in 2018 to provide a full suite of administration services exclusively to St. James’s Place Partners. We are a team of professional, diligent and highly trained Executive Assistants providing an efficient, proactive service that gives you maximum time to focus on your clients. We have the skills, knowledge and drive to provide exceptional value to all our partner practices, working with you to deliver a service to your valued clients that exceeds expectations. You focus on your clients. We focus on you. Is anything more important to you and your practice than client service and satisfaction? Surely not. But the burdens of administration can easily come between you and the results you want. This is where we can help by picking up all those time-consuming administrative tasks, freeing you to give all your attention to your clients and to building a great work-life balance.

After this apprenticeship

For the right candidate and on the completion of the Level 3 there may be opportunity for to progress to being a trainee Paraplanner at Level 4.

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 VAC1000296306.

Apply now

Closes in 10 days (Friday 31 January 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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