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Financial Services Business Administrator Apprenticeship Mark & Kara Hackett

We are looking to recruit an enthusiastic and highly motivated apprentice to join our busy office near Cirencester. This is a fantastic opportunity for those who are interested in a career in financial services.

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Closing date: today

Apprenticeship summary

  • Weekly wage


    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday – Friday, 9am - 5.30pm

    Total hours per week: 40.00

  • Expected duration

    18 months

  • Possible start date

    02 Aug 2021

  • Date posted

    21 May 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

Duties will include:

  • Providing general office administration support to include filing, scanning, photocopying, post, franking, answering the telephone, message taking, control of stationary items and diary management
  • Maintain customer/policy records through the customer management system and associated IT solution
  • Manage client calls, client appointment booking and client support in a professional and appropriate manner
  • Word processing and generating a range of high quality documents
  • Administrative support to process and submit business for the practice
  • Obtain and chase relevant information from existing providers
  • Prepare and send the various marketing campaigns throughout the year
  • Order stationary and print as and when required
  • Ensure that all compliance procedures are adhered to on a day-to-day basis

Requirements and prospects

Desired skills

  • Essential: Good communication, confident telephone skills, Microsoft Office,
  • Desirable: Excel

Personal qualities

  • Essential: Work as part of a team, good time Management, be able to work independently, on own initiative, enthusiastic, sincere and trustworthy in their actions, attention to detail, able to follow process and procedures, able to work under pressure and prioritise, be accountable and responsible for tasks allocated
  • Desirable: Keen to progress in the long term within the practice

Desired qualifications

  • Essential: GCSE English and maths grade A-C (or equivalent)


Future prospects

We are a growing business and for the right person the opportunity to progress as an adviser and/or to specialise in certain areas is possible.

Things to consider

There will be times when they will be working alone in the office so the candidate needs to be able to demonstrate they could accept this responsibility. There is a lot of communication with external and internal support staff this person must be able to be assertive and obtain the information required.

Our business is located outside of Cirencester so it would be essential for the candidate to be able to drive and have access to a car.

About the employer

We provide bespoke Wealth Management advice to individuals and business clients to plan effectively for their financial future.


Mark & Kara Hackett


The Old Forge

Barnsley Park



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Training provider


Applications for this apprenticeship are being processed by Cirencester College


nikki woodcock 01285 626256

  • Level 3 Financial Services Administrator Apprenticeship Standard
  • Functional Skills in maths and English if required

Each apprentice will be allocated a Coach to support ongoing learning and preparation for EPA.  In addition Progress Reviews will take place regularly to ensure the apprentice is on track.

End Point Assessment

The three EPA assessment methods are:

  • A Work Based Project
  • A Portfolio of Evidence
  • A Panel Interview/Viva

Link to Professional Registration

This apprenticeship provides the first step on the pathway to professional membership of the Chartered Insurance Institute, IFS University College (Institute of Financial Services) or Chartered Institute of Securities and Investment


This is an entry level role which provides the foundation knowledge, skills and experience for progression into a number of career paths including Financial Adviser, Senior Administrator, Paraplanner or Mortgage Adviser

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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