Apprentice Administrator

Providing guidance and updates to clients and professional parties
• Building and strengthening relationships with existing clients
• Liaising with clients in order to obtain basic fact-finding information
• Liaising with clients to ensure all documentation is requested correctly first time, managing expectations, and submitting said documents to the lender

Training:

Level 3 Financial Services Administrator apprenticeship standard.

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. 

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:

CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner 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 may lead to further qualifications and progression in the Financial Services industry for the right candidate

Employer Description:
A family business born in 2016, we aim to use our experiences and knowledge, to get the best lending solutions for our clients. We are always looking to simplify the often much-dreaded process of lending. We at Wellbeing investments are committed to protecting.

Working Hours :
Monday to Friday 10am-5.30pm nb. You may be required to work one Saturday per month or travel abroad

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Basic Portuguese ideally