Apprentice Financial Services Administrator

STONEACRE WEALTH MANAGEMENT LTD

WOLVERHAMPTON, WV3 8HJ

Closes in 15 days (Saturday 16 November at 11:59pm)

Posted on 16 October 2024

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Contents

Summary

This is a fantastic opportunity to develop a career within Financial Services. Initially the role will be supporting the business with Financial Services Administration but progression in the future will be available to roles such as Mortgage Adviser and Practice Manager.

Annual wage
£14,248 a year

Minimum wage rates (opens in new tab)

£6.81 per hour on a increasing scale with experience built up i.e. review after 6 months.

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9:00am to 5:00pm with a 30-minute lunch break.

40 hours a week

Possible start date

Monday 2 December

Duration

1 year 3 months

Positions available

2

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

As part of the role, you will develop knowledge and skills to become a competent financial services administrator. The tasks to be completed will include the following: 

  • Process applications and paperwork, some of which maybe time critical 
  • Complete quotation for mortgage, protection and other financial products (attention to details is essential) 
  • Respond to in-person and telephone inquiries from customers and advisers 
  • Use Microsoft Office suite 
     
  • Coordinate all administrative functions such as filing, word processing, copying, faxing and mailings 
  • Prepare reports 
  • Take ownership of the tasks assigned 
  • Perform other duties assigned by manager  

Where you’ll work

35 WINDMILL LANE

WOLVERHAMPTON

WV3 8HJ

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

SKILLS EDGE TRAINING 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

    As well as on the job training, you will complete a Financial Services Administrator Level 3 apprenticeship standard. This will include working towards CF1 or R01 via the CII.

    This will include:

    • Financial Services Administrator Level 3 Apprenticeship Standard
    • CII CF1 or R01 - Financial Services Regulations & Ethics
    • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
    • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
    • Includes the CII CF1 or R01 digital study book and exam entry
    • Fortnightly workshops for CII exams from our CII approved trainer
    • All workshops recorded and available on-demand
    • Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
    • Exam tips, tricks, and strategies
    • Additional resources through RM Advance
    • Regular tutorials and assessments from an experienced financial services professional

    Requirements

    Essential qualifications

    GCSE or equivalent in:

    • English (grade C/4)
    • Maths (grade C/4)

    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
    • Problem solving skills
    • Administrative skills
    • Analytical skills
    • Initiative

    About this company

    Wealth Management and Financial Advice over a wide range of financial products. We’re a genuinely client-focused organisation. We put clients firmly at the heart of our service. No two clients are the same and therefore a clients future goals and plans are unique – so we make sure all our advice is tailored to each individual client.

    http://www.stoneacrefp.co.uk (opens in new tab)

    After this apprenticeship

    Growing practice so lots of options for future roles, such as practice manager, mortgage adviser, private client liaison manager.

    Ask a question

    The contact for this apprenticeship is:

    SKILLS EDGE TRAINING LTD

    Calvin Goodson

    Calvin.Goodson@skillsedge.co.uk

    01603 577962

    The reference code for this apprenticeship is VAC1000276107.

    Apply now

    Closes in 15 days (Saturday 16 November 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.