Administration Apprentice

Perform general office and receptionist duties, including maintaining a presentable space. Handle administrative tasks for Invest Southwest and Will Management Services as needed. Manage calls and record them in the firm's software. Process incoming and outgoing mail and emails. Scan and file documents per firm procedures. Record activities promptly in the back-office system. Professionally interact with clients, advisers, team members, suppliers, and providers. Maintain confidentiality according to data protection laws and policies. Adhere to ethical standards. Pursue professional development. Coordinate with third parties like accountants or solicitors when required. Understand and follow the firm's policies and procedures.

Training:

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:

RO1 - awarded by The Chartered Insurance Institute (CII).

Completion of RO1 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:

Pending a successful apprenticeship, apprentices will be encouraged to become full-time members of our team, where their commitment will be highly valued. There is also an opportunity to progress and further your career in the financial sector, including obtaining qualifications that can enhance your professional growth.

Employer Description:
Invest Southwest, Independent Financial Advisers, established in 2007, offers independent financial advice across the Southwest. We provide a range of solutions, including pensions, investments, protection, estate planning (trusts, wills, powers of attorney), supported by our sister company, Will Management Services.

Working Hours :
Monday to Friday, between 9am to 5pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Number skills,Team working,Initiative