Financial Services Administrator Apprentice Percom Financial Services Limited

Are you looking to build a long-term career in Financial services? Then look no further! Start your career today with a level 3 Financial Services Administration apprenticeship with Percom Financial Services and Kaplan. You will be gaining valuable workplace experience whilst working towards the qualification.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 30 Jun 2024

Apprenticeship summary

  • Annual wage

    £11,648.00

  • Working week

    35 hours per week. Days and shifts tbc.

    Total hours per week: 35.00

  • Expected duration

    18 Months

  • Possible start date

    01 Aug 2024

  • Date posted

    18 Apr 2024

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000245824

  • Positions

    1 available

What you will do in your working day

You will:

  • Ensure all pre-application checks have been carried out and all required documents are on file
  • Check documents are accurate
  • Liaise directly with the Director for any missing information
  • Ensure accurate data entry when processing applications
  • Save application forms and case numbers to the system
  • Communicate clearly with the Director to support and inform of any lender system changes
  • Identify additional information required and requesting further documents from clients
  • Ensure all case updates are entered into the system for the Director to view progress of cases
  • Handle incoming client emails and telephone calls
  • Update on progress of cases - Submission / Delays / Offers
  • Confirm all details on mortgage offers are correct and accurate
  • Open and process any post received from clients and inform advisers.
  • Be responsible for certification of client documentation
  • Overflow telephone support
  • Manage spreadsheets   

The training you will be getting

  • Financial services administrator level 3

The apprentice will gain a full understanding of regulatory and ethical implications within financial services.Understand the importance of supporting the advisors through delivering KPIs and services. Full competence within systems and processes to support customers.The Final Assessment will contain 3 components, which offer multiple ways of demonstrating competence – all components must be passed for the apprentice to be deemed competent 1. A work based project that contains real activity done in the role. This will be reviewed and scored by the panel members ahead of the interview. 2. A portfolio of recent evidence that demonstrates competence in learning outcomes not covered by the project. This will be reviewed and scored by the panel members ahead of the interview. 3. A panel interview / Viva that allows the panel members to explore particular areas of the standard that have been highlighted during assessment of the project & portfolio 

Training and training location to be confirmed.

What to expect at the end of your apprenticeship

Become a senior/team leader in Administration or become a mortgage & protection adviser.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Administrative skills, Number skills, Analytical skills, Logical

Qualifications

GCSE or equivalent English (Grade 9/A* - 4/C) Essential
AS Level or equivalent Maths (Grade 9/A* - 4/C) Essential

Things to consider

20 days holiday, an auto - enrolled company pension scheme and parking available. Bonus's available for good customer service.

About the employer

The name Percom was coined by its founder Elliott Valentine, to signify his passion, experience and qualification in helping Personal as well as Commercial customers. Having worked in other businesses where commercial customers were not able to spearhead their property transactions, Elliott decided to start a company that would handle property loans on their behalf. The scope of his idea involved not only commercial properties, but residential homes and incomplete development projects.

Employer

Percom Financial Services Limited

Address

Unit 8 16-18 Pampisford Road

Purley

CR8 2NE

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Training

Training provider

KAPLAN FINANCIAL LIMITED

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

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

Employer's Application Instructions

To apply, you must register with GetMyFirstJob and then follow the instructions to complete your application.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 30 Jun 2024