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.

Sign in to apply

Closing date: 02 Jan 2024

Apprenticeship summary

  • 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

  • Working week

    Monday to Friday 09:00 – 17:00, 60 minutes lunch

    Total hours per week: 35

  • Expected duration

    17 Months

  • Possible start date

    08 Jan 2024

  • Date posted

    31 Oct 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000208777

  • 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

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Team working, Work well under pressure, Conscientious, Hard Working

Qualifications

GCSE or equivalent Maths and English (Grade 4/C or above) Essential

About the employer

We are a firm of Financial Advisers working within the Openwork Partnership to provide our clients with a full range of financial solutions to meet their needs including Investments, Pensions, Protection and mortgages

Employer

TNS FINANCIAL SERVICES LTD

Address

Resolution Close

Endeavour Park

Boston

PE21 7TT

You must have JavaScript enabled to view a map of the location

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

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.