Financial Services - Apprentice Administration Assistant Impartial Financial Management Ltd
An exciting opportunity to work within a financial services team with passion, quality, trust and respect our values being at the core of their beliefs. You will learn how to provide a full administrative service to the team, together with dealing with providers and clients.
Closing date: 14 Jun 2023
Apprenticeship summary
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Annual wage
£10,296.00
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
9am – 5pm Monday – Friday (½ hour unpaid lunch)
Total hours per week: 37.5
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Expected duration
15 Months
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Possible start date
03 Jul 2023
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Date posted
14 Apr 2023
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000154512
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Positions
1 available
What will the apprentice be doing?
Key Duties and Responsibilities:
· Binding, scanning, printing and filing duties, as required
· Basic letters and correspondence
· Scheduling client meetings
· Data entry using Excel and company internal IT systems
· Client birthday and Christmas cards
· Office Receipts
· Preparing report packs
· Head Office follow up / general enquiry calls
· Stationery monitoring / ordering
· Assisting with the preparation of client meeting packs
· Maintaining and updating client records
· Downloading / printing factsheets
· Preparing and printing mail merges
· Attending internal/external training courses and events where required, which may require some travel
· E-filing and saving documents onto the cloud
· Sending confidential documents to clients via Mailock
· Assisting the Business Processing Administrator with sending out reports and chasing providers
General:
· Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
· Supporting the Practice’s ongoing expansion and administrative demands
· Answering incoming telephone calls in a professional and polite manner
· Shredding of all confidential information
· Keeping the office area tidy and presentable at all times
· Using the internal intranet system to manage client basic enquiries
· Team working
Logging all calls and emails on CRM system in line with compliance regulations
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 and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
Key Learning Outcomes:
• A broad understanding of the financial services sector
• An understanding of the role of the appropriate regulatory bodies
• The importance of relationship building with clients and colleagues
• Understanding of processes and procedures relevant to the role
• How to develop commercial awareness
• Building skills and capabilities within an organisation
Professional Qualifications:
CF1 – awarded by The Chartered Insurance Institute (CII)
Completion of either CeMAP module 1 or CF1 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, Apprentices 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.
Apprenticeship standard
Financial services administrator
What is the expected career progression after this apprenticeship?
- This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependant on performance with the opportunity to take further professional qualifications
Requirements and prospects
Desired skills and personal qualities
Qualifications
Things to consider
About the employer
Employer
Impartial Financial Management Ltd
Address
24 Warminster Road
Westbury
BA13 3PE
Contact
Jan Crabb
jan.crabb@apprentice-employment.co.uk
07747 562961
Training
Training provider
SIMPLY ACADEMY LTD
Apprenticeship standard
Financial services administrator
Level 3 (A level)
Before you apply
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