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Financial Services Administrator Apprentice IRONMARKET LIMITED

An exciting opportunity has arisen to join an expanding wealth management company to learn all aspects of client interaction and financial administration. This is a fantastic opportunity for the right candidate to move into Financial Services and work with a quality employer taking advantage of the apprenticeship development programme.

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Closing date: 27 Sep 2021

Apprenticeship summary

  • Weekly wage

    £150.50

    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 to Friday, 9.00am - 5.00pm (1 hour unpaid lunch)

    Total hours per week: 35.00

  • Expected duration

    18 months

  • Possible start date

    11 Oct 2021

  • Date posted

    25 Jun 2021

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC001730300

  • Positions

    1 available

Duties include:

  • Manage ingoing and outgoing post
  • Utilise our internal systems
  • Liaise directly with client’s over the phone
  • Liaise with our third-party partners in relation to our clients
  • Be proactive
  • Work very well as a team
  • Work to their best on individual tasks using their initiative
  • Be able to manage their apprenticeship work with everyday work

The role will also include:

  • Reporting
  • Creating documents
  • Analysing policy information
  • Calculating comparisons of costs
  • Documenting discussions
  • Assisting in the reviewing of internal processes
  • Attend meetings
  • Utilise our investment platforms and pull reports for advisers and managers
  • Navigating our internal CRM and other supporting systems

Requirements and prospects

Desired skills

  • Organisation
  • Punctuality
  • Ability to work to a deadline and within SLA’s
  • Show the correct attitude at all times
  • Work with different departments and senior members of the team
  • Attention to detail
  • Liaise professionally with clients and external parties

Personal qualities

  • Kind
  • Approachable
  • Sympathetic
  • Ability to manage client conversations well
  • A great attitude to working
  • Work within a team environment
  • Be understanding
  • Honesty
  • Utilise initiative

Desired qualifications

  • 5 GCSE’s A*-C or 9-4 or equivalent qualifications Inc English & Maths essential
  • Must meet initial assessments by the training provider if required

Future prospects

At IronMarket we put all staff on our IronMarket pathway, which is our own internal monitoring of our staff and their career at the firm. This is where employees can really look at the opportunities and support given by IronMarket to create their ideal career pathway to complement their skills and the business.

Our team is made up of apprentices who are now:

  • A Trainee Financial Adviser
  • A Mortgage Adviser
  • A Level 4 qualified accountant
  • A Paraplanner
  • A Level 3 Financial Services qualified Client Associate

Things to consider

  • Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria. Please ensure you check your phone/emails (including Spam / Junk) regularly to ensure this can take place. Failure to contact us back if correspondence is missed will result in your application being deemed unsuccessful
  • Please ensure you check your application for spelling / grammar errors and correct them prior to submitting as attention to detail is very important and may affect the outcome of your application

Your application may be shared with training providers and employers as follows:

  • https://www.findapprenticeship.service.gov.uk/privacy
  • The Apprenticeship National Minimum Wage guide (ANMW): https://www.gov.uk/national-minimum-wage-rates

About the employer

We are a local company offering Wealth Management services through a full range of financial services to individual clients and businesses including pensions, investments, protection, mortgages just to name a few.

As well as being Financial Advisers, we are also investment managers being Discretionary Fund Managers, there are only a few companies in the UK with this accreditation therefore we pride ourselves on this achievement.

We pride ourselves in our service and client management, with over 650 clients nationwide, that we help to achieve their financial wellbeing.  We are an innovative company, using a client portal and technology is at the core of our proposition.

We also offer great opportunities and benefits to our staff, to support their careers and overall employee wellbeing.

Employer

IRONMARKET LIMITED

Address

31

Marsh Parade

Newcastle

ST5 1BT

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Training

Training provider

NICHOLAS ASSOCIATES GROUP LIMITED

Applications for this apprenticeship are being processed by Nicholas Associates

Contact

Georgia Marlow 07540 716312 georgia.marlow@apprentice-employment.co.uk

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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles

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:

  • CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
  • Completion of either CeMAP module 1 or 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
  • The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role

Apprenticeship standard

Financial services administrator

Level 3 (A level)


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