Financial Services Administrator Apprentice Solasta Wealth Management

An excellent opportunity has arisen for an Administrator. The successful candidate will be the main point of contact for enquiries, they will be the assistant to the directors and provide technical and analytical support for the office team. They will work directly with the business owners/financial advisers and other members of staff.

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Closing date: 30 Apr 2024

Apprenticeship summary

  • Annual wage

    £17,000.00

    £16,000- £18,000 Annually

  • Working week

    Monday- Friday 09:00 – 17:00

    Total hours per week: 35

  • Expected duration

    17 Months

  • Possible start date

    07 May 2024

  • Date posted

    24 Jan 2024

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000224215

  • Positions

    1 available

What you will do in your working day

Your duties will include: 

Administration

  • Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
  • Working with the Partner and other office staff in all aspect of office management
  • Diary management
  • Handling calls in a professional manner, answering clients’ queries, passing on detailed telephone messages in a timely manner
  • Sorting & distributing incoming and outgoing post
  • Issuing letter of authorities (LOAs) to providers
  • Telephone liaison with Administration Centres and Paraplanners, chasing financial institutions to provide requested information
  • Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
  • Creating and updating client records and our databases with financial and personal data
  • Learning Salesforce the company CRM system in detail, maintaining and accurately updating the CRM - using it to effectively manage the business workflow and on boarding new clients
  • Deciphering policy information and inputting into the company CRM
  • Preparing client files for review meetings
  • Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
  • Completing illustrations and applications for new business
  • Processing New Business and chasing through to completion
  • Processing Application forms
  • Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
  • Manage the compliance requirements of the business – Ensure new business and client files are fully compliant
  • Maintaining accurate computer records, managing company compliance records and managing business pipeline
  • Learning to write basic Suitability Letters
  • Raising brand awareness on social media.
  • Full training will be given

The Person: Financial Services Administrator

Systems Skills:

  • Accurate typing
  • Advanced Microsoft Office, Outlook, Word and Excel

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

For the right candidate, there is continuous progression here at Solasta Wealth Management.


Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Number skills, Analytical skills, Motivated, Multitasking, Flexible, Adaptable

Qualifications

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

About the employer

We are detailed and dedicated in our planning for our clients. We challenge each other and always seek to provide you the best service we can. We are in a unique position to be completely loyal and have open and honest communications with each other. We know open and honest communication is also highly valued by our clients – we are committed to giving you the advice you need. As we continue to grow means that we can be adaptive and agile, and we live by our core values of being: Personable Positive Approachable Accessible

Employer

Solasta Wealth Management

Address

Unit 14 Bourne Court, First Floor Suite 2

Southend Road

Woodford Green

IG8 8HD

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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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