Financial Services Administrator Apprentice

Summary

An exciting opportunity to join a firm of well-established Independent Financial Advisers as a Financial Administrator and support the team in providing holistic advice to clients, helping them to achieve their long-term financial goals.

Annual wage: £19,250 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday to Friday 8am to 4.30pm (4pm on Fridays)
37 hours a week
Possible start date: Monday 6 January
Duration: 1 year
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

The initial role will consist of various administrative tasks required to support the business and aiding with the review process of existing clients' investments. The types of tasks that will be expected to be completed are:

Organising and maintaining clients’ electronic folders
Completing forms and basic requests sent to investment/product providers
Preparing letters/e-mails to clients and investment/product providers
Answering the telephone
Carrying out ad-hoc requests as and when required
Organising and scanning of old paper files
Preparing annual review packs for clients and producing annual suitability letters
Administering the submission of applications to investment/product providers
Completing ad-hoc research, providing administrative support and undertaking data processing to assist Financial Advisers, Office Manager & Compliance Officer

Where you’ll work

50 ROSEMEAD DRIVE

OADBY

LEICESTER

LE2 5SF

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:

CF1 - awarded by The Chartered Insurance Institute (CII)

Completion of CF1 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 GCSE passes in total (including English & maths) (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
Administrative skills
Number skills
Team working
Initiative

About this company

We are an established firm of Independent Financial Advisers. We have been trading for over 20-years and our support teams aides our 6 advisers in servicing our on-going clients needs, covering a wide range of areas such as: pensions, investments, Wills & estate planning, Inheritance Tax planning

After this apprenticeship

This is an entry level role to join the company as a Financial Administrator. After completion of the initial apprenticeship, the candidate may be offered the opportunity to progress onto another apprenticeship with the view of progressing into a paraplanning role.

Further opportunities may arise for those who continue to excel and wish to pursue further studies to aide in their progression.

Ask a question

The contact for this apprenticeship is:

SIMPLY ACADEMY LTD

Monica Peacock

monica@simplyacademy.com

The reference code for this apprenticeship is VAC1000288250.

Apply now

Closes in 11 days (Monday 16 December 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.

Cookies on Find an apprenticeship

Contents