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Operations Service Apprentice BENCHMARK CAPITAL LIMITED

You will learn to work within a team to complete multiple processes across the retail Investment Platform from; managing queries, updating personal details ensuring information is correct and up to date, proactively manage communications with custodians and advisor firms and corporate actions.

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Closing date: 17 Feb 2023

Apprenticeship summary

  • Annual wage

    £21,000.00

  • Working week

    Monday to Friday (typically 9.00am - 5.00pm but we offer flexible working). 1 hour for lunch.

    Total hours per week: 35.0

  • Expected duration

    18 Months

  • Possible start date

    06 Mar 2023

  • Date posted

    25 Jan 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000126244

  • Positions

    1 available

What will the apprentice be doing?

You'll be based at our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.

We know that helping you balance personal and professional commitments is a big part of that, so we're open to flexible working. Many of our staff work flexibly in many different ways, including part-time. Please talk to us at interview about the flexibility you need.

What you’ll do:

  • Assist the team to be a first point of contact for queries from Financial Advisors and/End consumers via phone/email/tickets
  • Gain and maintain a good understanding of Platforms within the Financial Services market
  • Learn to follow procedures and instructions in order to ensure excellent client outcomes
  • Source answers and think logically to find solutions for our clients
  • Assist in understanding and confidently articulating multiple processes in both written and verbal format; specific to KYC (Know Your Customer) & Due Diligence, SLA reporting, Client MI Transactions and Support & Issue Resolution
  • Review data to ensure accuracy
  • Eventually able to have absolute ownership of queries through to satisfactory resolution
  • Assist the team in maintaining and improving Customer Satisfaction Survey Results vs targeted SLA’s
  • Contribute and feedback in team meetings

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

What is the expected career progression after this apprenticeship?

  • Further opportunities to progress internally and complete further professional qualifications

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Team working, Initiative

Qualifications

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

About the employer

Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey – from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value. We support high quality financial advisers with our award-winning technology and support services. And with our own Financial Advice business, we help families find solutions to meet their needs and aspirations and achieve peace of mind. By providing access to higher quality solutions, we make it easier for them to meet and exceed their goals. Ensuring good client outcomes, with the client’s interests central to decision making, is very important at Benchmark. Treating Customers Fairly principles are embedded within our organisation and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.

Employer

BENCHMARK CAPITAL LIMITED

Address

Broadlands Business Campus, Langhurstwood Road

Horsham

RH12 4QP

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Training

Training provider

SKILLS EDGE TRAINING LTD

Contact

Calvin Goodson

Calvin.Goodson@skillsedge.co.uk

01603 577962

Apprenticeship standard

Financial services administrator

Level 3 (A level)


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