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Financial Services Administrator Apprentice DHW FINANCIAL SERVICES LTD

Administration support to Senior administrator, reviewing documentation for core values, Updating client management system. For the right person, there is the opportunity to secure full-time employment and progress to higher level qualifications.

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Closing date: 31 Aug 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - Friday, hours to be confirmed

    Total hours per week: 30

  • Expected duration

    15 Months

  • Possible start date

    15 Sep 2022

  • Date posted

    15 Jul 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

Key responsibilities and accountabilities are:

Providing guidance and updates to clients and professional parties

Building and strengthening relationships with existing clients
Liaising with clients in order to obtain basic fact finding information

Submission of Mortgage, Life & investment cases to the providers

Liaising with clients to ensure all documentation is requested correctly first time, managing expectations and submitting said documents to the lender

Reviewing documents received and checking they are compliant

Organisation skills to ensure that a number of cases are managed with the upmost of accuracy

Support the organisation in implementing our core values
Ensure that all mortgage cases are dealt with in accordance with lenders policy

Flexible and adaptable to ensure deadlines are met and happy with working using your own initiative and unsupervised

Ability to prioritise workload in order of importance

Compliance understanding in order to ensure mortgages are logged compliantly and suitability letters created

What training will the apprentice take and what qualification will the apprentice get at the end?

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)


CF1 – awarded by The Chartered Insurance Institute (CII)


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.

What is the expected career progression after this apprenticeship?

This is an entry-level role which provides the foundation knowledge skills & experience for progression into a number of career paths including, Adviser Support, Senior Administrator, Paraplanner

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience, Enthusiastic, Punctual


GCSE or equivalent Maths and English (Grade C/4 or equivalent) Essential

Things to consider

Please note you may be asked to complete suitability assessments as part of the recruitment process. 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. Your application may be shared with training providers and employers.

About the employer

Local business dealing manly with local clients. Mortgage advice to both personal and business clients Investment advisers looking after pensions and investments Business looking to expand due to recent retirement of an adviser and an ageing employees




Unit 6

The Point, Lions Way


NG34 8GG


Georgia Marlow

07540 716312

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Training provider


Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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