Financial Services Administrator Apprentice
HOME FINANCIAL NW LIMITED
Warrington, WA3 6AE
Closes in 22 days (Monday 13 January at 11:59pm)
Posted on 16 December 2024
Contents
Summary
A fantastic opportunity to join this Mortgage Brokers. Become a part of this dynamic team of financial specialists, supporting clients such as business owners, self employed and contractors and their mortgage and protection needs.
- Annual wage
- £18,200 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 9am to 5pm.
35 hours a week
- Possible start date
-
Monday 3 March
- 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
- Fully support the director as an administrative assistant
- Taking new enquiries
- Processing applications/compliance reviews/documentation checks
- Answering incoming phone calls
- General business tasks
Where you’ll work
Chadwick House
Warrington Road, Birchwood Park, Birchwood
Warrington
WA3 6AE
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
- Attention to detail
- Customer care skills
- Professional approach
- Good IT/Microsoft Office
Other requirements
Own transport would be ideal
About this company
A well established and successful Mortgage Brokers, based in Warrington, founded by Director Ross Jones. Specialising in supporting clients such as business owners, self employed and contractors with their mortgage and protection needs. This business has won industry awards for the customer service it provides.
https://homefinancialnw.co.uk (opens in new tab)
Company benefits
28 days holiday
After this apprenticeship
- Progression through to becoming a fully qualified Mortgage Adviser
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com
The reference code for this apprenticeship is VAC1000292183.
Apply now
Closes in 22 days (Monday 13 January at 11:59pm)
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