Financial Services - Client Account Executive Apprentice

Key Duties and Responsibilities:

To ensure exceptional Client experience by maintaining our meeting room space To provide efficient management of incoming post To build skills that will allow you to develop exceptional relationships with our Clients, ensuring consistent, effective communication allowing them to have confidence that their instructions are understood and will be delivered upon To be competent in all the organisations processes and procedures, including the use of internal and external systems in order to have a forward-looking, can-do attitude when dealing with Client instructions To provide administration support of the highest quality and consistency to our Advisers and Clients, delivering on our commitment to getting things right first time and reducing the administrative burden to our Clients To ensure that all of our processes and the Client experience is built around the use our of online Client portal and that we are using its full CRM capability to capture all relevant Client detail to provide a personalised proactive service and to miss zero advice opportunities Develop Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill

Training:
Level 3 Financial Services Administrator apprenticeship qualification

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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

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 apprentice 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.

Training Outcome:
This apprenticeship offers a route for a career in the financial sector. 

Employer Description:
Finura is a multi-disciplinary, chartered, award-winning financial planning practice for private Clients, families, business owners and trustees. We were founded in 2014 with our vision and purpose centred on providing our people and our Clients an exceptional experience working with Finura and to positively impact people’s lives. Over 9 years we have organically grown to look after more than 1000 family and business relationships and over £750m of Client assets. We continue to expand organically and via acquisition, and are targeting 1350 relationships and in excess of £1bn of assets by 2024. Finura’s achievements have been recognised across the profession with a host of award nominations, most recently in 2023 for Adviser Firm of the Year at the Professional Adviser Awards. Finura is also one of a select group of Financial Planning firms to have achieved Corporate Chartered status from the Chartered Institute of Insurers. We hold the Gold Standard for Independent Advice as well as being granted the Pension Transfer Gold Standard by the Personal Finance Society.

Working Hours :
Monday to Friday, 9.00am to 5.30pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Non judgemental