Financial Services Administrator Apprentice

Summary

This apprenticeship offers an exciting starting point for an individual who wishes to embark on an entry-level position within the financial sector. The successful candidate will be supported in becoming a confident administrator, gaining expertise in the role.

Annual wage

£14,000 a year

Minimum wage rates (opens in new tab)

6 monthly pay reviews whilst completing apprenticeship

Training course

Financial services administrator (level 3)

Hours

Monday to Friday 8.30 – 17.00, 1 hour lunch.

37 hours a week

Possible start date

Monday 2 December

Duration

1 Year 5 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

This apprenticeship offers an exciting starting point for an individual who wishes to embark on an entry-level position within the financial sector. The successful candidate will be supported in becoming a confident administrator, gaining expertise in tasks such as managing office responsibilities, handling client review preparation, and navigating various aspects of the financial industry. Additionally, the candidate will develop a good understanding of industry regulations, ethical considerations, and effective communication strategies, fostering a well-rounded skill set for a successful career within Financial Services.

This is a "Front of House" position involving meeting and greeting clients and assisting the Financial Advisers.

Full-time role on a permanent basis.

Job Specification

Meet and Greet Clients
Prepare Client Reviews
Update Fact Finds
Update the Back Office System
Processing Letters of Authority
Dealing with Providers

Where you’ll work

137 High Street

Gorleston

Great Yarmouth

NR31 6QX

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

Training is completed online based at the employers address.

More training information

Fnancial Services Administrator Level 3 Apprenticeship Standard:

Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and 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 R01 study e-book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors
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 in:

6 Subjects including English and maths (grade 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
Attention to detail
Administrative skills
Analytical skills
Initiative

About this company

D O’Kane Financial Services Ltd is a firm of Independent Financial Advisers offering a high quality financial advice to private individuals, businesses and other legal entities. Qualified to advise in all areas of financial planning including investments, retirement planning, pensions, insurance, inheritance tax planning, mortgages and equity release.

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

After this apprenticeship

Permanent role and future progression routes available in the business such as Paraplanning and Advising.

Ask a question

The contact for this apprenticeship is: