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Financial Services Administrator Apprentice Gerry Dupree & Company Ltd

A chance to work within friendly team of supportive & experienced advisors, who are driven to understand the needs of its customers. This opportunity will provide you with full administrative experience and you will become 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: 07 Dec 2022

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 – 5.00pm, Monday – Friday (1-hour unpaid lunch). Total working hours per week: 35.

    Total hours per week: 35

  • Expected duration

    15 Months

  • Possible start date

    05 Jan 2023

  • Date posted

    03 Nov 2022

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000103327

  • 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 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:

  • CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)

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, Administrative skills, Number skills, Analytical skills, Logical, Team working, Initiative, Non judgemental, Patience

Qualifications

GCSE or equivalent Maths & English (Grade 4/C 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

We are an established Independent Financial Brokerage offering free financial advice on Mortgages and Protection Insurances, based in Stonehouse, Gloucestershire. The Company was founded over 25 years ago.

Employer

Gerry Dupree & Company Ltd

Address

Unit 17, Springfield Business Centre

Brunel Way, Stroudwater Business Park

Stonehouse

GL10 3SX

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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