Financial Services - Apprentice Administration Assistant Woolhouse Douglas Wealth 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.

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Closing date: 11 Oct 2023

Apprenticeship summary

  • 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).

    Minimum Wage Rates

  • Working week

    8.30am - 5.00pm Monday - Friday with 1/2 hour unpaid lunch.

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    23 Oct 2023

  • Date posted

    07 Jul 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000181213

  • 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
  • Data entry of back office system (Full training to be given)
  • Maintaining and updating client records
  • Attending internal / external training courses and events where required
  • E-filing and saving documents onto the back office system
  • Preparatory work for client review meetings (full training to be given)

General:

  • 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
  • Team working

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.

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.

Requirements and prospects

Desired skills and personal qualities

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

Qualifications

GCSE or equivalent English, Maths and 3 other subjects (Grade C/ level 4) Essential

Things to consider

Please note you may be asked to complete suitability assessments as part of the recruitment process. Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria. Your application may be shared with training provider and employer

About the employer

We endeavour to recommend to our clients, some of the very best contracts available to us as a Partner Practice of St. James's Place. Our plan is based upon trust and a professionalism which is regularly assessed to ensure our clients receive the highest standards of service. Keeping our clients informed on the latest developments is important to us and a WeekWatch Bulletin is one such example of how we achieve this highlighting some of the latest key financial and economic issues. Whether it is a short, medium or long term plan, it is important that our clients share our future-based vision for themselves, their family and their businesses

Employer

Woolhouse Douglas Wealth Management Ltd

Address

Neepsend Triangle Business Centre, 1 Burton Rd, Neepsend, Sheffield

S3 8BW

Contact

Alison Lowery

alison.lowery@apprentice-employment.co.uk

07842013341

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Training

Training provider

SIMPLY ACADEMY LTD

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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