Financial Services - Apprentice Administration Assistant Red IFA
A great opportunity to join a dynamic and collaborative company who’ll support you in gaining valuable experience of the financial services industry. You will develop skills in providing essential support to financial professionals across different roles, learn about various financial products, build strong customer service and administrative skills.
Closing date: 13 Dec 2023
Apprenticeship summary
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Annual wage
£9,609.60
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 (1 hour unpaid lunch) Total hours per week: 35
Total hours per week: 35
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Expected duration
15 Months
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Possible start date
18 Dec 2023
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Date posted
09 Aug 2023
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000190072
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Positions
1 available
What you will do in your working day
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
The training you will be getting
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, paraplanning 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 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
What to expect at the end of your apprenticeship
This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependent on performance.
Requirements and prospects
Desired skills and personal qualities
Qualifications
Things to consider
About the employer
Employer
Red IFA
Address
Unit G3 Ashtree Court Mellors Way Nottingham
NG8 6PY
Contact
Alison Lowery
alison.lowery@apprentice-employment.co.uk
07842013341
Training
Training provider
SIMPLY ACADEMY LTD
Adjustments for experience
You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:
- training
- qualifications, like an NVQ in a relevant field
- industry or sector experience
Apprenticeship standard
Financial services administrator
Level 3 (A level)
Demonstrating experience
If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.
You should be prepared to show your competence, and evidence of relevant qualifications
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.