Apprentice Financial Administrator TNS FINANCIAL SERVICES LTD
We are looking for a bright, naturally curious individual to join our friendly team of administrators to help with the day-to-day running of a busy practice of Financial Advisers.
Closing date: 02 Jan 2024
Apprenticeship summary
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Annual wage
£14,000.00
£14,000 per annum / £269 per week / £7.69 per hour. Annual salary reviews in January Free parking 20 days holiday + Bank Holidays for first 3 years rising to 25 days
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Working week
Monday to Friday 09:00 – 17:00, 60 minutes lunch
Total hours per week: 35
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Expected duration
17 Months
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Possible start date
08 Jan 2024
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Date posted
31 Oct 2023
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000208777
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Positions
1 available
What you will do in your working day
- Answer and direct phone calls providing polite & professional communication
- Greet & assist visitors to the office
- Dealing with incoming & outgoing post
- Action email requests from Advisers & Clients
- General office duties e.g. filing & photocopying
- Book meeting rooms, hotels, taxis etc.
- Conduct accurate data entry
With further training, the apprentice’s role will also expand to include:
- Client valuations
- Client investment/pension withdrawals
- Assist in the preparation of regular annual review letters & reports
- Preparation of documents to accompany adviser’s recommendations i.e. illustrations, application forms & comprehensive suitability reports
The training you will be getting
- Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme
- Includes the CII CF1 study book and exam entry
- CII and EPA resits are to be covered by the employer
- Fortnightly workshops for the CF1 exam from our CII approved trainer
- All workshops recorded and available on-demand
- Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
- Exam tips, tricks, and strategies
- Additional resources through RM Advance
- Regular tutorials and assessments from an experienced financial services professional
- R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge.
What to expect at the end of your apprenticeship
Progress to Paraplanner Apprenticeship available once Financial Administrator Apprenticeship successfully completed. Alternatively, full study support package available for candidates to continue studying with a long-term (3 to 5 years) option to move into Paraplanning and/or advising (either mortgage or full advice).
Requirements and prospects
Desired skills and personal qualities
Qualifications
About the employer
Employer
TNS FINANCIAL SERVICES LTD
Address
Resolution Close
Endeavour Park
Boston
PE21 7TT
Training
Training provider
SKILLS EDGE TRAINING 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
Contact
Paige Waistell
paige.waistell@skillsedge.co.uk
0333 358 3559
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
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