Administration Apprentice
Invest Southwest
TAUNTON (TA1 1RZ)
Closes on Friday 23 May 2025
Posted on 16 April 2025
Contents
Summary
At Invest Southwest, we’re seeking a proactive and motivated individual to provide vital administrative support while creating a warm and welcoming environment for both clients and visitors. This isn’t just an administrative role; it’s a unique opportunity to grow with us and develop your career within the financial services industry.
- Wage
-
£16,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday, between 9am to 5pm.
37 hours 30 minutes a week
- Start date
-
Monday 30 June 2025
- Duration
-
1 year
- Positions available
-
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
- Perform general office and receptionist duties, including maintaining a presentable space.
- Handle administrative tasks for Invest Southwest and Will Management Services as needed.
- Manage calls and record them in the firm's software.
- Process incoming and outgoing mail and emails.
- Scan and file documents per firm procedures.
- Record activities promptly in the back-office system.
- Professionally interact with clients, advisers, team members, suppliers, and providers.
- Maintain confidentiality according to data protection laws and policies.
- Adhere to ethical standards.
- Pursue professional development.
- Coordinate with third parties like accountants or solicitors when required.
- Understand and follow the firm's policies and procedures.
Where you’ll work
12 HAMMET STREET
TAUNTON
TA1 1RZ
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
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
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:
- English, Maths and 3 other subjects (grade 4/C 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
- Number skills
- Team working
- Initiative
About this company
Invest Southwest, Independent Financial Advisers, established in 2007, offers independent financial advice across the Southwest. We provide a range of solutions, including pensions, investments, protection, estate planning (trusts, wills, powers of attorney), supported by our sister company, Will Management Services.
After this apprenticeship
Pending a successful apprenticeship, apprentices will be encouraged to become full-time members of our team, where their commitment will be highly valued. There is also an opportunity to progress and further your career in the financial sector, including obtaining qualifications that can enhance your professional growth.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000316025.
Apply now
Closes on Friday 23 May 2025
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