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.

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Closing date: 27 Mar 2023

Apprenticeship summary

  • Annual wage

    £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.

    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

    Monday - Friday 9 am - 5 pm

    Total hours per week: 35

  • Expected duration

    18 Months

  • Possible start date

    28 Mar 2023

  • Date posted

    07 Feb 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000130926

  • Positions

    1 available

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

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Analytical skills, Logical, Team working, Initiative, Non judgemental, Patience

Qualifications

GCSE or equivalent Maths and English (Grade A*-C/4 and above) Desired

About the employer

Spectrum Independent was set up in 2002 to provide Financial Planning Advice to clients from a broad ‘spectrum’ of backgrounds on a very personal and professional basis. Principal Wayne Slater, started his career in the Financial Services Industry in 1987 and has gone on to give advice to thousands of clients over the years and helped them invest for their future, buy houses, protect their families, plan for retirement, and insure their properties and businesses. As a truly independent firm of Financial Advisers, we have no ties to any Insurance Companies or institutions and therefore the advice and recommendations you receive, coupled with the backup, resources, and research tools available, ensure that all the advice is without bias and totally impartial.

Employer

Spectrum Independent Financial Services

Address

25 Goodlass Road

Liverpool

L24 9HJ

Contact

Emily Coppack

emily@assettraining.co.uk

07903612947

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Training

Training provider

ASSET TRAINING & CONSULTANCY LIMITED

Apprenticeship standard

Business administrator

Level 3 (A level)

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