Apprentice Financial Services Administrator

The successful applicant will work within an office environment. You will be involved in a wide variety of administration and customer service tasks. You will deal with queries, both in person and by telephone, and provide information and advice about the service.

Tasks may involve:

Making and receiving telephone calls, ensuring messages are forwarded on to relevant staff Typing of letters Photocopying Scanning Filing and maintaining internal documents Emailing information and messages to staff IT duties using Microsoft package including Outlook, Excel and Word Data input Excel spreadsheet use Submission of applications Procession of documentation in relation to applications Chasing of documentation Proactive customer contact and communication. Dealing with customer queries in relation to their monies and their investments assisting with withdrawals Report writing Research in preparation for client recommendations

Training:

As well as on the job training, you will complete a Financial Services Administrator Level 3 apprenticeship standard. This will include working towards CF1 or R01 via the CII.

This will include:

Financial Services Administrator Level 3 Apprenticeship Standard CII CF1 or R01 - Financial Services Regulations & 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 or R01 digital study book and exam entry Fortnightly workshops for CII exams from our CII approved trainer All workshops recorded and available on-demand Interactive chat, forums and class notebooks 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 Functional skills if needed 

Training Outcome:
We believe that by working in our organisation you will be given the opportunity to develop the knowledge, skills and experience that will allow you to be successfully employed in the future in the financial services sector

Employer Description:
A well respect wealth management firm advising on a range of products. Growing and protecting clients wealth in the safest possible way using goal based financial planning. We are a small young company growing fast and offering tremendous opportunities to those seeking a great long term career in financial services.

Working Hours :
Monday to Friday, 9.00 to 5.00pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Initiative