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.
Closing date: 05 Apr 2023
Apprenticeship summary
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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).
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Working week
9.00am – 4.30pm Monday – Friday ( ½ hour unpaid lunch)
Total hours per week: 35
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Expected duration
15 Months
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Possible start date
17 Apr 2023
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Date posted
16 Sep 2022
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000087867
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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
Qualifications
Things to consider
About the employer
Employer
Financial Partnership Advisers Ltd
https://financial-partnership.co.uk/
Address
310 Hove Edge
Halifax Road
Brighouse
HD6 2PB
Contact
Georgia Marlow
Georgia.marlow@apprentice-employment.co.uk
07540 716312
Training
Training provider
SIMPLY ACADEMY LTD
Apprenticeship standard
Financial services administrator
Level 3 (A level)
Before you apply
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