Financial Services Administrator Apprentice Beals Mortgage and Financial Services Limited
Are you looking to build a long-term career in Financial Services? Then look no further! You will be gaining valuable workplace experience. You will liaise with providers to obtain updates on applicant status and proactively progress applications through to completion.
Closing date: 16 Oct 2023
Apprenticeship summary
-
Annual wage
£10,400.00
-
Working week
Monday - Friday, 08:30am – 05:00pm. with a 1-hour lunch break. Time allocated for apprenticeship work.
Total hours per week: 37.5
-
Expected duration
15 Months
-
Possible start date
17 Oct 2023
-
Date posted
25 May 2023
-
Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000167881
-
Positions
1 available
What will the apprentice be doing?
- Liaise with providers to obtain updates on applicant status and proactively progress applications through to completion
- Dealing with incoming emails, faxes, and post
- Assisting financial advisers in preparation for client meetings
- Gathering information from providers to assist in the pre-sales process
- To ensure full compliance and accuracy of the business
- Handling both inbound and outbound calls
- Carry out initial case reviews and processing support to advisers and customers
What training will the apprentice take and what qualification will the apprentice get at the end?
Level 3 Business Administrator Standard, which includes:
- Modules covering Skills, Knowledge, and Behaviours in Business
- You'll have a personal tutor to guide you through your training
- You will attend 1:1 sessions with your tutor every 2/3 weeks
- End Point Assessment (online)
- Occasional group classes with other learners
- Functional Skills Level 2 in maths & English if required
- Business Administrator Certificate from IFATE and City & Guilds
www.boomtrainingltd.co.uk/courses
What is the expected career progression after this apprenticeship?
If the Apprentice proves to be successful with their duties, the role may be expanded once the apprenticeship is completed.
Beals have kept on previous apprentices, so it’s highly likely that a full-time position will be available within Financial Services!
Requirements and prospects
Desired skills and personal qualities
Qualifications
GCSE or equivalent Maths (Grade Grade A*-D or 9-3) Desired
Things to consider
About the employer
Employer
Beals Mortgage and Financial Services Limited
Address
UNIT 1
FULCRUM 2
SOLENT WAY
PO15 7FN
Training
Training provider
BOOM TRAINING LIMITED
Contact
Lilly Spake
02380 004 210
Apprenticeship standard
Business administrator
Level 3 (A level)
Before you apply
Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.