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.

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Closing date: 10 Apr 2023

Apprenticeship summary

  • Annual wage

    £11,000.00

  • 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

  • Expected duration

    18 Months

  • Possible start date

    17 Apr 2023

  • Date posted

    13 Sep 2022

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000086748

  • 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

Communication skills, IT skills, Organisation skills, Analytical skills

Qualifications

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

Things to consider

An exciting opportunity to join a long-established Wealth Management firm dedicated to quality service to clients and the development of staff through comprehensive industry recognised training. If you are looking to start a career with the potential of a rewarding, well paid future and possess the enthusiasm, commitment and drive needed, please apply today. You will benefit from a supportive and understanding team who all recognise the benefit of continuous professional development. Commitment to helping people to develop through ongoing training and mentoring from experienced staff. Providing a defined career progression pathway in an industry that is growing with skilled staff in demand.

About the employer

The Mark Jennings Partnership is an expanding Wealth Management Company based in Leeds village near Maidstone. We specialise in providing financial planning services to UK Crown Servants posted both overseas and also Civil Servants at home in the UK. We also provide financial planning services to UK Nationals employed by NATO, the UN, as well as UK military personnel posted both overseas and home based.

Employer

The Mark Jennings Partnership

Address

WINDMILL COTTAGE

FORGE LANE

LEEDS

ME17 1RT

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Training

Training provider

BABINGTON BUSINESS COLLEGE LIMITED

Contact

Jamie Dobson

jamie.dobson@babington.co.uk

Apprenticeship standard

Financial services administrator

Level 3 (A level)

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