Financial Services Apprentice (Generali UK)

ASSICURAZIONI GENERALI SPA

London, EC3R 7QR

Closes in 16 days (Friday 31 January at 11:59pm)

Posted on 24 December 2024


Summary

Indexing of the departments workflow along with assisting with the initial review and set up of incoming department quotations.

Annual wage
£22,000 a year

Minimum wage rates (opens in new tab)

Training course
Assistant accountant (level 3)
Hours
Monday to Friday. Shifts to be confirmed.

35 hours a week

Possible start date

Monday 3 February

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

  • Indexing of the departments incoming emails via the dedicated workflow tool.
  • Creation of electronic folders and files for incoming quotations.
  • Initial screening of company information in order to meet Customer Due Diligence requirements.
  • Input of initial quote information within the pricing system. Identifying and requesting further information where required.
  • Issue declinatures where quotes are not being proceeded with.
  • Corresponding with intermediaries and regional offices with regard to the progress of quotations.
  • Follow up on issued quotations to gain and circulate feedback on terms and enhance take -up rates.

Time will also be made available during the apprenticeship to work alongside the Technical Support Executives and Underwriters in order to gain an overview of the roles undertaken by the department as a whole.

Lifetime Partner Behaviours

Ownership

Acts with proactivity and passion for excellent performance. We are empowered people who take responsibility, make an impact and achieve excellent results, ensuring individual and Group growth.

Simplification

Makes things simple, adapts quickly and takes smart decisions. We take decisions making things simpler, smarter and faster to find solutions with flexibility.

Human Touch

Partners with others, showing empathy and team spirit. We care about people and we work in a spirit of trust, dialogue and mutual respect bringing a human touch to everything we do.

Innovation

Embraces differences to make innovation happen. We are an open network of diverse and inclusive individuals who share knowledge, think creatively and innovate to create a better future.

Job Related Competencies

Dependability

Makes and fulfills commitments. Has established a pattern of working independently, meeting reasonable deadlines, and accepting responsibility for his or her actions. Willingly makes promises and fully intends to keep them. Arrives at work on time and ready to contribute. Shows up for meetings well-prepared.

Work Ethic

Is keenly aware of the time frame in which tasks or projects need to be done. Accepts and mirrors the level of urgency conveyed by manager or customer being served. Puts first priority on the needs of the organization or the needs of its customers.

Quality of Work

Has established a track record of producing work that is highly accurate, demonstrates attention to detail and reflects well on the organization. Is personally committed to high quality work and encourages others to have similar standards.

Quantity of Work

Produces an amount of work that meets or exceeds job expectations. Makes sure that quality does not suffer as the quantity of work increases. Works effectively with peers and carries own share of team workload.

Time management

Prioritizes tasks and manages time to ensure that deadlines are met. Plans his or her time and sticks to those plans. Prevents or manages interruptions until the highest priority tasks are accomplished.

Managing Multiple Priorities

Handles multiple assignments and priorities yet still fulfills all commitments. Readily accepts new responsibilities and adapts well to changes in procedures. Gives appropriate priorities to various work demands.

Results Oriented

Achieves results within established timelines. Understands and demonstrates that intentions, activities and results are not the same. Expects that obstacles will occur and refuses to use them as an excuse for not achieving results.

Where you’ll work

50 Mark Lane

London

EC3R 7QR

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

BPP PROFESSIONAL EDUCATION LIMITED

Your training course

Assistant accountant (level 3)

Equal to A level

Course contents
  • Assist with the investigation and response to financial information queries.
  • Record and analyse financial data using the organisation’s standard tools and processes.
  • Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
  • Assist with production of accurate financial information for the preparation of accounts.
  • Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
  • Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
  • Develop and maintain effective working relationships with stakeholders.
  • Communicate financial information in a way that non-finance stakeholders can interpret and understand.
  • Utilise digital skills to present key financial information using finance and accounting software and applications.
  • Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
  • Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
  • Assist with the investigation and response to financial information queries.
  • Record and analyse financial data using the organisation’s standard tools and processes.
  • Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
  • Assist with production of accurate financial information for the preparation of accounts.
  • Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
  • Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
  • Develop and maintain effective working relationships with stakeholders.
  • Communicate financial information in a way that non-finance stakeholders can interpret and understand.
  • Utilise digital skills to present key financial information using finance and accounting software and applications.
  • Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
  • Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.

Your training plan

This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

More training information

BPP apprenticeship training programmes are delivered virtually by our fully qualified and industry-experienced training team. Using their expert knowledge, we’ve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.

Throughout the apprenticeship learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience.

Requirements

Essential qualifications

GCSE in:

  • 5 GCSE's including English and Maths (grade (A*-C/9-4) or above)

A Level in:

  • Any 3 A levels (grade (A*-C/9-4))

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

  • Organisation skills
  • Team working
  • Excellent communication skills
  • Excellent written skills
  • Self motivation
  • Ability to cope with deadlines
  • Able to work under pressure
  • Proficient in Microsoft Office

About this company

Generali in the UK provides a full range of corporate insurance solutions and services for multinational employers. Providing customers with flexible, innovative and technically effective insurance solutions lies at the very heart of our business for over 180 years. Our long history is founded on building trusted partnerships with the Corporate and Commercial business community worldwide, through our continuous development, long-term customer engagement and delivering excellence in an ever-changing marketplace.

After this apprenticeship

Potential for a full time role on completion of the apprenticeship.

Ask a question

The contact for this apprenticeship is:

BPP PROFESSIONAL EDUCATION LIMITED

Nabila Lotfy

nabilalotfy@bpp.com

0203 834 2872

The reference code for this apprenticeship is VAC1000293584.

Apply now

Closes in 16 days (Friday 31 January at 11:59pm)

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