Financial Services Administrator apprentice East Anglian Financial Planning
We are a small local business that thrives on teamwork and getting the best out of each other. We are a team of likeminded people but with different skill sets so we compliment each other. Everyone has a voice in this business , you will be heard. We are an open and supportive culture want people to develop and be the best version of themselves.
Closing date: 27 Sep 2023
Apprenticeship summary
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Annual wage
£12,000.00
Pay £12,000-£15,000 based on experience 25 days holiday Flexible benefits offering Health cash plan Up to 7.5% matched pension contribution Four times salary death in service life cover Salary sacrifice
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Working week
Monday - Friday, 9.00am - 5.30pm (1 hour unpaid lunch)
Total hours per week: 36.0
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Expected duration
18 Months
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Possible start date
02 Oct 2023
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Date posted
31 Aug 2023
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000195408
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Positions
2 available
What will the apprentice be doing?
- Dealing with post, scanning and shredding
- Arranging and booking client meetings
- Provider liaising to understand or service existing plans
- Preparing and issuing of annual reviews
- Use of Back-office system for client servicing and administration
- Compiling post review suitability letters
- Supporting paraplanners
- General Administration
General:
- Office supplies and facilities coordinator
- Having pride in excellent client service and outcomes
- Going beyond ‘the job’ with clients and colleagues
- Taking personal responsibility for our work
- Team-centric approach
- Sharing and embracing new ideas and working practises
- Helping to develop others through sharing of information
- Personal development by seeking opportunities to get outside of your comfort zone
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
What is the expected career progression after this apprenticeship?
- The team truly counts and where people outperform this is rewarded. This can be financial by way of bonuses or pay rises and also with greater responsibility and exposure to different aspects of the business. We want to encourage people to take on responsibility and help with the many areas of the business which don’t fall into the standard financial services administrators' job role, regardless of length of service or age
- These greater responsibilities naturally lead to financial rewards as you would expect. The role also offers the potential, if desired, to progress to trainee Paraplanner, Paraplanner, Report Writer and Financial Adviser
Requirements and prospects
Desired skills and personal qualities
Qualifications
Things to consider
About the employer
Employer
East Anglian Financial Planning
Address
Lodge Park Business Centre, Lodge Lane, Langham, Colchester, Essex
CO4 5NE
Contact
Alison Lowery
alison.lowery@apprentice-employment.co.uk
07842013341
Training
Training provider
SIMPLY ACADEMY LTD
Apprenticeship standard
Financial services administrator
Level 3 (A level)
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