Financial Services Administrator Apprentice

CHARTERED INDEPENDENT LIMITED

TELFORD, TF1 1DG

Closes in 4 days (Wednesday 31 July at 11:59pm)

Posted on 15 May 2024

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Summary

The role is based in the Head Office, working closely with the Administration Specialists, Paraplanners and Financial Advisers. Duties include updating and maintaining member databases and systems and more.

Annual wage
£12,500 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
9am – 5pm Monday to Friday

37 hours a week

Possible start date

Monday 9 September

Duration

1 Year 6 Months

Positions available

1

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

You will work towards your:

  • Financial Services Level 3 Apprenticeship.
  • Certificate in Financial Services (Cert CII FS).
  • Level 2 Functional Skills in English and Maths (if required).

Training will be via Davies, virtually. 7.5 hours per week off the job training.

Where you’ll work

6 CHURCH STREET

WELLINGTON

TELFORD

TF1 1DG

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

DAVIES LEARNING SOLUTIONS LIMITED

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:

    • 5 GCSEs including Maths and English (grade C/4 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
    • Organisation skills
    • Number skills
    • Logical
    • Team working
    • Initiative

    Other requirements

    We may ask for two references. One can be a former teacher, another a family friend / employer.

    About this company

    Independent Financial Advisers based in Wellington town centre.

    http://www.ciwealth.co.uk (opens in new tab)

    After this apprenticeship

    Completion of this Apprenticeship will allow learners the opportunity to progress to a Diploma in Regulated Financial Planning. Learners will also be able to gain membership to CII, the leading awarding body for financial services.

    Ask a question

    The contact for this apprenticeship is:

    CHARTERED INDEPENDENT LIMITED

    Joanne Hill

    joanne.hill@ciwealth.co.uk

    01952250024

    The reference code for this apprenticeship is VAC1000251132.

    Apply now

    Closes in 4 days (Wednesday 31 July 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.