Apprentice Financial Administrator

Summary

We are looking for a bright, naturally curious individual to join our friendly team of administrators to help with the day-to-day running of a busy practice of Financial Advisers.

Annual wage

£16,000 a year

Minimum wage rates (opens in new tab)

£16,000 per annum Annual salary reviews in January Free parking 20 days holiday + Bank Holidays for first 3 years rising to 25 days

Training course

Financial services administrator (level 3)

Hours

Monday to Friday 09:00 – 17:00, 60 minutes lunch.

35 hours a week

Possible start date

Monday 3 February

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

Answer and direct phone calls providing polite & professional communication
Greet & assist visitors to the office
Dealing with incoming & outgoing post
Action email requests from advisers & clients
General office duties e.g. filing & photocopying
Book meeting rooms, hotels, taxis etc.
Conduct accurate data entry

With further training, the apprentice’s role will also expand to include:

Client valuations
Client investment/pension withdrawals
Assist in the preparation of regular annual review letters & reports
Preparation of documents to accompany adviser’s recommendations i.e. illustrations, application forms & comprehensive suitability reports

Where you’ll work

Resolution Close

Endeavour Park

Boston

Lincs

PE21 7TT

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

Fully and part funded learning and development programme that includes the CF1 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 CF1 digital study book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the CF1 exam 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
R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge

Requirements

Essential qualifications

GCSE or equivalent in:

Maths and English (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
Customer care skills
Administrative skills
Team working
Work well under pressure
Conscientious
Hard Working

About this company

We are a firm of Financial Advisers working within the Openwork Partnership to provide our clients with a full range of financial solutions to meet their needs including Investments, Pensions, Protection and mortgages

https://tnsfinancial.co.uk/ (opens in new tab)

After this apprenticeship

Progress to Paraplanner Apprenticeship available once Financial Administrator Apprenticeship successfully completed. Alternatively, full study support package available for candidates to continue studying with a long-term (3 to 5 years) option to move into Paraplanning and/or advising (either mortgage or full advice).

Ask a question

The contact for this apprenticeship is: