Apprentice Financial Services Administrator Atwal Wealth Management
Are you looking to start or progress a career within Financial Services? Are you good with facts, numbers and enjoy analysing data? Then this could be the role for you. Starting as a Financial Services Administrator with progression available to become a Paraplanner. You will deal with queries, both in person and by telephone, and provide information and advice about the service.
Closing date: 04 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
Monday to Friday, 9.00 to 5.00pm
Total hours per week: 35.0
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Expected duration
18 Months
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Possible start date
02 May 2023
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Date posted
17 Jan 2023
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000114586
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Positions
1 available
What will the apprentice be doing?
The successful applicant will work within an office environment. You will be involved in a wide variety of administration and customer service tasks. You will deal with queries, both in person and by telephone, and provide information and advice about the service.
Tasks may involve:
- Making and receiving telephone calls, ensuring messages are forwarded on to relevant staff
- Typing of letters
- Photocopying
- Scanning
- Filing and maintaining internal documents
- Emailing information and messages to staff
- IT duties using Microsoft package including Outlook, Excel and Word
- Data input
- Excel spreadsheet use
- Submission of applications
- Procession of documentation in relation to applications
- Chasing of documentation
- Proactive customer contact and communication.
- Dealing with customer queries in relation to their monies and their investments assisting with withdrawals
- Report writing
- Research in preparation for client recommendations
What training will the apprentice take and what qualification will the apprentice get at the end?
As well as on the job training, you will complete a Financial Services Administrator Level 3 apprenticeship standard. This will include working towards CF1 or R01 via the CII.
This will include:
- Financial Services Administrator Level 3 Apprenticeship Standard
- CII CF1 or R01 - Financial Services Regulations & Ethics
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme
- Includes the CII CF1 or R01 study book and exam entry
- Fortnightly workshops for CII exams from our CII approved trainer
- All workshops recorded and available on-demand
- Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
- Exam tips, tricks, and strategies
- Additional resources through RM Advance
- Regular tutorials and assessments from an experienced financial services professional
- Functional skills if needed
What is the expected career progression after this apprenticeship?
We believe that by working in our organisation you will be given the opportunity to develop the knowledge, skills and experience that will allow you to be successfully employed in the future in the financial services sector.
Requirements and prospects
Desired skills and personal qualities
Qualifications
GCSE or equivalent Maths (Grade C/4) Essential
A Level or equivalent 2 or more (Grade Pass) Desired
Things to consider
About the employer
Employer
Atwal Wealth Management
Address
968 Warwick Road
Solihull
B91 3HN
Training
Training provider
SKILLS EDGE TRAINING LTD
Contact
Paige Waistell
Paige.Waistell@skillsedge.co.uk
01603 985688
Apprenticeship standard
Financial services administrator
Level 3 (A level)
Before you apply
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