Apprentice Financial Services Administrator The Mark Jennings Partnership
Supporting Financial Advisers in the provision of Advice to clients, by updating client files and providing timely portfolio summaries with information details for client meetings.
Closing date: 10 Apr 2023
Apprenticeship summary
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Annual wage
£11,000.00
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Working week
4 day working week, Monday to Thursday, 8:00am to 5:45pm with an hour for lunch
Total hours per week: 35.0
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Expected duration
18 Months
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Possible start date
17 Apr 2023
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Date posted
13 Sep 2022
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000086748
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Positions
1 available
What will the apprentice be doing?
Duties to include:
- Preparing meeting support packs for each adviser/client meeting
- Preparing valuation reports
- Maintaining the client data base through input of all client data into back-office system
- Dealing with all incoming and outgoing post, and standard correspondence
- Answering telephone calls, taking messages and dealing with them accordingly
- Scanning of all paperwork and file accordingly
- Liaising with clients and external providers to obtain any information required to complete tasks
- Stationery - maintain a supply of regularly used application forms, key features and brochures within the office, ensuring these are up to date
- Support the New Business process where needed in a compliant and professional manner either manually or online
- Attending agreed training in office and offsite
What training will the apprentice take and what qualification will the apprentice get at the end?
L3 Financial Administration Apprenticeship
This is an 18-months programme in total, incorporating 15 months on programme learning and 3 months for End Point Assessment. There is a technical qualification attached to this standard which is comprises of CF1 and LP2. These will be delivered every month via the learner’s trainer; all examinations need to be passed prior to being able to go through Gateway to complete the End Point Assessment.
Once the learner passes through Gateway to complete the End Point Assessment the learner will complete a panel interview and this will be a supported by their trainer with a portfolio of evidence and project.
What is the expected career progression after this apprenticeship?
The candidate will have the potential to progress through the administration functions within the business from Administrator to Senior Administrator or Paraplanner with the option of becoming an Adviser.
Requirements and prospects
Desired skills and personal qualities
Qualifications
Things to consider
About the employer
Employer
The Mark Jennings Partnership
Address
WINDMILL COTTAGE
FORGE LANE
LEEDS
ME17 1RT
Training
Training provider
BABINGTON BUSINESS COLLEGE LIMITED
Contact
Jamie Dobson
Apprenticeship standard
Financial services administrator
Level 3 (A level)
Before you apply
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