Apprentice Financial Services Administrator

As part of the role, you will develop knowledge and skills to become a competent financial services administrator. The tasks to be completed will include the following: 

Process applications and paperwork, some of which maybe time critical  Complete quotation for mortgage, protection and other financial products (attention to details is essential)  Respond to in-person and telephone inquiries from customers and advisers  Use Microsoft Office suite 
  Coordinate all administrative functions such as filing, word processing, copying, faxing and mailings  Prepare reports  Take ownership of the tasks assigned  Perform other duties assigned by manager  

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

Training Outcome:

Growing practice so lots of options for future roles, such as practice manager, mortgage adviser, private client liaison manager.

Employer Description:
Wealth Management and Financial Advice over a wide range of financial products. We’re a genuinely client-focused organisation. We put clients firmly at the heart of our service. No two clients are the same and therefore a clients future goals and plans are unique – so we make sure all our advice is tailored to each individual client.

Working Hours :
Monday to Friday, 9:00am to 5:00pm with a 30-minute lunch break.

Skills:
Communication skills,IT skills,Problem solving skills,Administrative skills,Analytical skills,Initiative