Financial Services Administrator Assistant Apprentice
STERLING FINANCIAL SERVICES LIMITED
NOTTINGHAM, NG1 5HR
Closes in 24 days (Friday 14 February at 11:59pm)
Posted on 16 January 2025
Contents
Summary
Be part of this dynamic company - a fantastic opportunity to work with a small and highly skilled team of financial services administrators. We are dedicated to delivering an exceptional service to high-net worth clients. You will learn the skills required to administrate regulated financial advice.
- Annual wage
- £15,600 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday – Friday between 9am-5pm (1 hour unpaid lunch).
37 hours 30 minutes a week
- Possible start date
-
Monday 10 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
Key Duties and Responsibilities:
- Scanning, printing and filing duties, as required
- Basic letters and correspondence
- Scheduling client meetings
- Data entry using Excel and internal IT systems
- Preparing report packs
- General enquiry calls
- Stationery monitoring / ordering
- Assisting with the preparation of client meeting packs
- Maintaining and updating client records
- Downloading / printing factsheets
- Preparing and printing mail merges
- E-filing and saving documents onto the cloud
- Assisting the Business Processing Administrator with sending out LOAs and chasing providers
General:
- Supporting the Practice’s ongoing expansion and administrative demands
- Answering incoming telephone calls in a professional and polite manner
- Shredding of all confidential information
- Keeping the office area tidy and presentable at all times
- Team working
- Logging all calls and emails on CRM system in line with compliance regulations
Where you’ll work
9 CLARENDON STREET
NOTTINGHAM
NG1 5HR
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).
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)
A Level in:
- minimum 3 subjects (grade A-C)
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
- Number skills
- Analytical skills
- Logical
- Team working
- Creative
- Initiative
- Non judgemental
- Patience
- Enthusiastic
- Punctual
Other requirements
Please note you may be asked to complete suitability assessments as part of the recruitment process. Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria. Your application may be shared with training provider and employer.
About this company
Sterling, established in August 2000, has grown substantially over the years. However, we have always aimed to retain the feel of a smaller company. We offer a range of financial services, but typically provide ongoing support to those with investable assets above £500,000. Our priority is to help clients make the most of their wealth through sensible investment and tax planning recommendations, all based on their individual circumstances and objectives.
After this apprenticeship
This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependent on performance.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000296658.
Apply now
Closes in 24 days (Friday 14 February at 11:59pm)
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