Spectrum Independent Financial Services - Business Administration Apprentice Spectrum Independent Financial Services
Working from an office in Speke/Hunts Cross Liverpool. The company is an Authorised & Regulated Independent Financial Adviser established over 20 years ago. The role of a Financial Services Administrator will involve working closely with a small team and dealing with client's personal and financial circumstances.
Closing date: 27 Mar 2023
£8,754.20 to £17,290.00
The wage is open to discussion and will most likely be based on performance during a trial period or whether the candidate has relevant experience.
Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).Minimum Wage Rates
Monday - Friday 9 am - 5 pm
Total hours per week: 35
Possible start date
28 Mar 2023
07 Feb 2023
Level 3 (A level)
What will the apprentice be doing?
Main duties will include:
- Assisting with managing back office and client management systems, data inputting etc.
- Preparation of research & applications, for Investment, Mortgage, Pensions etc.
- Providing administration support to the business owner.
- Prepare for client meetings for the Financial Adviser/s
- Working closely with providers on the telephone, emails etc, chasing up applications progression etc
- Dealing with clients on the phone or even face-to-face at times
- General office duties.
What training will the apprentice take and what qualification will the apprentice get at the end?
- Level 3 Business Administration Apprenticeship Standard
- Functional skills if required
- End Point Assessment (EPA)
What is the expected career progression after this apprenticeship?
For the right candidate, there will be opportunities to progress within the business.
Requirements and prospects
Desired skills and personal qualities
About the employer
Spectrum Independent Financial Services
25 Goodlass Road
ASSET TRAINING & CONSULTANCY LIMITED
Level 3 (A level)
Before you apply
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