Financial Support Administrator Apprentice

Summary

An exciting opportunity to work in a small practice with the support of the UK’s largest Financial Services firm. Passion, quality, trust and respect being our core beliefs. We believe in employee development and offer genuine scope for career progression. This will be a challenging role completing admin duties and dealing with clients.

Wage: £16,000 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday to Friday, 9.00am to 5.00pm.
37 hours 30 minutes a week
Possible start date: Monday 3 March
Duration: 1 year
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 will challenge you to bring out your very best attributes. Integrity and trust are paramount and we would expect you to bring energy and a passion to learn. You will be trained and involved in all aspects of the business to grow and develop into a career within our Financial Services Practice. We will provide ongoing training and will support you in your journey though the apprenticeship scheme. You will need to have initiative to work on your own as well as part of a team, and have a can do attitude to complete tasks and your workload.

Key Duties and Responsibilities:

Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Preparing report packs
Head Office follow up / general enquiry calls / chasing & following up with external providers
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
Sending confidential documents to clients via Qwil
Sending out Letters of Authority and chasing providers
Posting articles on Linked In pages
Reporting to the Practice Manager and working as part of a team.
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Keeping the office area tidy and presentable at all times
Using the internal intranet system
Logging all calls and emails on CRM system in line with compliance regulations

Where you’ll work

ROOM 2

THE CHESTNUTS

BREWERS END

TAKELEY

CM22 6QJ

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:

RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 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 passes in total (including English & maths) (grade 4/C or above)

A Level in:

2 passes (grade D 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
Problem solving skills
Administrative skills
Number skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience
Punctual
Integrity & Trustworthy

Other requirements

We are based in Takeley, near Bishops Stortford, there is limited parking on site and bus services to the area. Working hours can be flexible with scope to work from home on occasion while studying.

About this company

At Robur Wealth Management our focus is on maintaining long-term trusted relationships with clients, showing distinct quality, integrity and excellence, which in turn gives clients financial peace of mind. We provide advice to individuals and businesses. Our advice is tailored and our clients are varied.

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 dependant 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 VAC1000299823.

Apply now

Closes in 5 days (Friday 28 February at 11:59pm)

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