Apprentice Administrator

WELLBEING INVESTMENTS LIMITED

STAINES UPON THAMES, TW18 4AX

Closes in 26 days (Wednesday 27 November at 11:59pm)

Posted on 31 October 2024

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Summary

An amazing opportunity to work for this dynamic family business. Who are committed to providing and their clients with the best lending solutions for them with protection being at the forefront of all they do. If you are interested in a career in the financial services industry this could be the job for you.

Annual wage
£12,480 a year

Minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
Monday to Friday 10am-5.30pm nb. You may be required to work one Saturday per month or travel abroad

37 hours a week

Possible start date

Monday 9 December

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

Providing guidance and updates to clients and professional parties
• Building and strengthening relationships with existing clients
• Liaising with clients in order to obtain basic fact-finding information
• Liaising with clients to ensure all documentation is requested correctly first time, managing expectations, and submitting said documents to the lender

Where you’ll work

CENTURION HOUSE

LONDON ROAD

STAINES UPON THAMES

TW18 4AX

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:

    CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
    Completion of CeMAP1 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)

    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
    • Team working
    • Initiative
    • Basic Portuguese ideally

    Other requirements

    You maybe required to work one Saturday per month or travel abroad. Flexible location main office in Richmond, Surrey - Staines-upon-Thames, Heathrow and London.

    About this company

    A family business born in 2016, we aim to use our experiences and knowledge, to get the best lending solutions for our clients. We are always looking to simplify the often much-dreaded process of lending. We at Wellbeing investments are committed to protecting.

    After this apprenticeship

    This apprenticeship may lead to further qualifications and progression in the Financial Services industry for the right candidate

    Ask a question

    The contact for this apprenticeship is:

    SIMPLY ACADEMY LTD

    Monica Peacock

    monica@simplyacademy.com

    The reference code for this apprenticeship is VAC1000284828.

    Apply now

    Closes in 26 days (Wednesday 27 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.