Client Experience Manager Apprentice

TFP FINANCIAL PLANNING LIMITED

MALDON, CM9 5EP

Closes in 5 days (Thursday 1 August at 11:59pm)

Posted on 1 May 2024

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Summary

Exciting chance to kickstart your career in financial services! Engage with clients, providers, and third parties to help turn peoples dreams into realities. Success within this role hinges on demonstrating aptitude, enthusiasm, commitment, and teamwork.

Annual wage
£17,000 a year

Minimum wage rates (opens in new tab)

The pay may be negotiated and may rise after a probation period has been successfully completed.

Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 9.00am - 5.00pm.

35 hours a week

Possible start date

Monday 2 September

Duration

1 Year 3 Months

Positions available

2

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

  • 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

Where you’ll work

65B HIGH STREET

MALDON

CM9 5EP

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents
  • Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
  • Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
  • Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
  • Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

    • Your training plan

    This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

    Requirements

    Essential qualifications

    GCSE or equivalent in:

    • Maths and English (grade 4/C or above)

    Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

    Skills

    • Communication skills
    • IT skills
    • Attention to detail
    • Customer care skills
    • Team working
    • Positive attitude

    Other requirements

    We complete pay reviews every year in February, or review pay at promotion to a new job role. We also have an employee benefits scheme made of, but not limited to: free eye tests, 22 days holiday, your birthday off, the week between Christmas and new years off, all approved training paid for, CII membership paid for, car park paid for etc

    About this company

    Financial Planning Company with a focus on crafting bold financial plans full of passion , purpose and a hint of rebellion. Passionate about bring in new talent to the industry and helping to lead the way from traditional financial advice towards a truly human focused wholistic financial planning service.

    http://Tfp-fp.com (opens in new tab)

    After this apprenticeship

    • After the apprenticeship, we will work the employee to map out a progression plan for development within the role and to a potential next role and a training plan to achieve that

    Ask a question

    The contact for this apprenticeship is:

    SKILLS EDGE TRAINING LTD

    Paige Waistell

    paige.waistell@skillsedge.co.uk

    0333 358 3559

    The reference code for this apprenticeship is VAC1000248484.

    Apply now

    Closes in 5 days (Thursday 1 August at 11:59pm)

    When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.