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Financial Services Administrator Apprentice Elite Financial Consulting Ltd

We have a team of advisers working for us and require the support an ambitious administrator to join our team. We are passionate, offer a quality experience, and are trustworthy and respectful to our clients. This opportunity will provide you with full administrative experience and you will be a vital role to the team member.

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Closing date: 05 Oct 2022

Apprenticeship summary

  • Annual wage


  • Working week

    9.30am – 5.00pm Monday – Friday (1 hour unpaid lunch)

    Total hours per week: 32.5

  • Expected duration

    15 Months

  • Possible start date

    17 Oct 2022

  • Date posted

    25 Aug 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

Key responsibilities and accountabilities are:

·         Updating our CRM and systems adhering to both new advice and ongoing client servicing and engagement processes.

·         Responsibility for appointment booking and diary management.

·         Creating, lodging & effective management of Letters of Authority.

·         Product Provider contact to obtain valuations/product information.

·         Completing product research and generating illustrations for all new and top-up business.

·         Close liaison will all team members to ensure all business processes run smoothly and effectively.

·         Troubleshooting and problem solving when relevant.

·         Completion of any other administrative tasks that fall within the team to include post management, shredding, scanning and working with advisers with new applications.

·         Answering calls and communication from existing clients.

·         Understanding and adhering to the network’s compliance and system practices, regulatory requirements and complying with all relevant procedures, including the completion of any mandatory training.

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, experience and competencies achieved as part of an introduction to the industry and which will be transferable across a number of career paths including Senior Administrator, Paraplanner, Financial Adviser or Mortgage Adviser.

Key Learning Outcomes:

• Achieve a broad understanding of the structure of the Financial Services market.

• An understanding of the Financial Services regulatory framework, products & systems.

• Learn the importance of relationship building with clients and colleagues.

• Understanding of processes and procedures relevant to the role.

• Development of commercial awareness.

• Building skills and capabilities within a successful and reputable organisation.

Professional Qualifications:

CF1 awarded by The Chartered Insurance Institute (CII)

Completion of one of the above qualifications 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, they 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 apprenticeship offers a route for a rewarding career within the financial sector with the potential for further progression for the right individual.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation 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 above) 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 provider and employer.

About the employer

Since founding the company Elite Financial Consulting has continued to flourish, with its initial success and sustained development arising primarily from client referral and recommendation. As a consequence, our Independent Financial Advisers and mortgage brokers have had the privilege of representing many of its personal and commercial clients over a long term basis. As a business we are extremely proud of this achievement and in particular, of our reputation as a trustworthy and professional company regionally within Bristol and beyond.


Elite Financial Consulting Ltd


Storage Giant, Suite 9

821 Bath Road




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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