Financial Services Administrator Apprentice Financial Partnership Advisers Ltd

A chance to work within a supportive and experienced team who are driven to understand the needs of its customers. This opportunity will provide you with full administrative experience and you will be a vital role to the team. We are passionate, offer a quality experience and are trustworthy and respectful to our clients.

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Closing date: 05 Apr 2023

Apprenticeship summary

  • Annual wage

    £8,754.20

    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

    9.00am – 4.30pm Monday – Friday ( ½ hour unpaid lunch)

    Total hours per week: 35

  • Expected duration

    15 Months

  • Possible start date

    17 Apr 2023

  • Date posted

    16 Sep 2022

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000087867

  • 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
  • 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 with 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 indexing, servicing event management
  • 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

Qualifications

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

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. Your application may be shared with training provider and employer.

About the employer

We are a local firm of independent financial advisers with a wealth of experience in the financial marketplace. Our team of dedicated advisers have combined experience of over 95 years in financial services. We are committed to providing the very highest level of service to our clients to help them meet their financial aspirations and objectives. We believe in developing a long-term working relationship with clients, based on the fundamentals of professionalism, transparency and integrity. Whatever your financial planning needs are, our experienced advisers are here to answer your questions and help find the right solutions for you.

Employer

Financial Partnership Advisers Ltd

Address

310 Hove Edge

Halifax Road

Brighouse

HD6 2PB

Contact

Georgia Marlow

Georgia.marlow@apprentice-employment.co.uk

07540 716312

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Training

Training provider

SIMPLY ACADEMY LTD

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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