Financial Services Administrator Apprentice
Accession
Peterborough, PE8 4EF
Closes in 14 days (Monday 6 January at 11:59pm)
Posted on 4 December 2024
Contents
Summary
An exciting new opportunity has arisen for an Apprentice Financial Services Administrator to join a busy team within Accession, a Chartered Financial Planning Practice who are a highly successful Appointed Representative of St. James's Place Wealth Management.
- Annual wage
- £16,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday, 9.00am to 5.00pm.
35 hours a week
- Possible start date
-
Thursday 9 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
- You will provide efficient administrative support to the Advisers and Practice Manager within the practice to provide a high quality service to new and existing clients.
- Your duties will include producing all the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations, letters and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards.
- You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.
- You will follow an approved study programme alongside your work to develop your skills for the role and gain a recognised Chartered Institute of Insurance qualification.
Where you’ll work
First Floor
4 West Street
Oundle
Peterborough
PE8 4EF
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
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 (or R01) - awarded by The Chartered Insurance Institute (CII)
- Completion of CF1 or R01 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:
- English, Maths and 3 other subjects (grade 4/C or above)
A Level in:
- 2 subjects (grade D 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
- Customer care skills
- Administrative skills
- Team working
- Initiative
- Patience
Other requirements
Oundle is well connected with Stagecoach bus services to Peterborough and Corby. Whilst your normal place of work will be our office in Oundle, you may be required from time to time to attend meetings, training or client events at other locations.
About this company
The practice specialise in providing high-quality, face-to-face wealth management advice to farmers, landowners and rural businesses. This is an exceptional opportunity to join a reputable, growing firm who believe in employee development and offer genuine scope for progression.
After this apprenticeship
The Financial Services Administrator apprenticeship is ideal for learners or individuals seeking a career change into financial services or suitable for A-Level students for the current academic year (2024-2025.)
As an entry level role, this apprenticeship provides the foundation, knowledge, skills, experience and competencies achieved as part of an introduction to the industry and which will be transferable across a number of career paths including future progression in Financial Services Administration, Practice Management, Paraplanning or Financial Advice.
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000290384.
Apply now
Closes in 14 days (Monday 6 January at 11:59pm)
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