Adviser Support Apprentice GLOBAL WEALTHMAP LTD

An opportunity to become a member of the adviser support team. Learning how to administer the onboarding of new clients compliantly, gathering information from providers, consolidating that to enable the adviser to provide a proposal to the client.

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Closing date: 23 Feb 2024

Apprenticeship summary

  • Annual wage

    £18,000.00

  • Working week

    Monday to Friday, 9.00am to 5.30pm.

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    26 Feb 2024

  • Date posted

    29 Jan 2024

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000226014

  • Positions

    1 available

What you will do in your working day

  • Create and maintain accurate client records on back office system Intelliflo
  • Prepare client documentation and correspondence pre and post meetings
  • Invoices and requests for KYC
  • Perform an online IDV check
  • Send Letters of Authority
  • Gather and document accurate information
  • Obtain illustrations and application forms
  • Prepare forms for client signatures
  • Process new business in a compliant manner, using workflows to check

General:

  • Ensure all work is followed up promptly in line with company standards
  • Managing and creating tasks in IO
  • Liaise with product providers to ensure timely and accurate responses to clients
  • Provide a friendly and professional point of contact for clients and enquiries
  • Assist in implementation of agreed action points following meetings or where copied in to client communication

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. 

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.

What to expect at the end of your apprenticeship

  • We would hope that the successful canditate would progress to be a fully fledged member of the support team, with possibility of progressing to Paraplanner, Adviser, Mortgage Broker etc. We are a growing company and would love to promote up rather than out.

Requirements and prospects

Desired skills and personal qualities

Communication skills, Attention to detail, Organisation skills, Administrative skills, Team working, Patience

Qualifications

GCSE or equivalent English, Maths and 3 other subjects (Grade Grade 4/C or above) Essential

About the employer

We are a boutique wealth planning practice based in London and Eastbourne. Comprising of a protection, planning and mortgage teams. We pride ourselves on offering a holistic based client journey focusing on planning outcomes rather than products.

Employer

GLOBAL WEALTHMAP LTD

Address

FOUNDRY Eastbourne

78 The Beacon

Terminus Road

BN21 3NW

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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

Contact

Mark Fenwick

apprentice@simplyacademy.com

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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